Onboarding Liaison

Onboarding Liaison

Join Advisors Excel as an Onboarding Liaison and become the trusted partner that helps advisors launch and grow their businesses faster. You'll own the full licensing and contracting life cycle from new agent onboarding to ongoing maintenance while delivering hands-on coaching and training that elevates the client experience. Work in a collaborative, high-energy Annuity team where your attention to detail and communication skills directly drive advisor success.

What you'll do:

• Review and process agent/marketing team requests for appointments and licensing, ensuring accuracy and complete forms.
• Forward completed contracts to carriers and follow up on pending appointments until successful.
• Create, maintain, and update agent records, including book-of-business changes.
• Own the merger/acquisition process, updating contracting and in-force business as needed.
• Build relationships with marketing teams, attend meetings, and act as a specialized onboarding consultant.
• Proactively schedule agent coaching calls for timely, accurate transitions to the organization.
• Provide training and coaching to advisors/staff on licensing, contracting best practices, rules, and regulations.
• Research agent issues, resolve problems, answer calls/emails promptly, support team members, and drive workflow/productivity improvements.
• Perform additional duties as assigned by management.

Experience you'll bring:

• 1-3 years of experience working in either the insurance services industry or the financial services industry
• Strong customer service and interpersonal skills
• Ability to work independently, but also as a collaborative team member
• Ability to interact with all personality types and with all levels of staff
• Time management and the ability to handle multiple tasks in a fast-paced environment
• Ability to learn specific administrative systems, rules, and regulations
• Ability to organize time and perform tasks with minimal direction. Must take ownership of assigned tasks and show initiative in identifying opportunities for positive change in the department.
• Detail-oriented, focused on quality in all aspects of your work

Bonus Points:

• Bachelor's Degree

What you'll get:

• Amazing benefits, including medical, dental, vision, and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym, and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee-sponsored events…and more!

Who We Are:

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees.

We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.