Director of Sales and Marketing

Position :

Director of Sales and Marketing

Location : 2950 SW McClure Rd

Job Id : 2483

of Openings : Department :

Annuity Marketing

Reports to :

VP of Advisor Development

Overview

As a part of the largest and fastest growing Independent Marketing Organization, our Annuity Marketing team plays a crucial part in the success of Advisors Excel. In the role of a Director of Sales and Marketing, you’ll get the chance to forge and build relationships with Financial Advisors across the country. Your key responsibility will be to recruit new advisors and provide an incredible on-boarding experience for them.

What you’ll do

Create, build, and maintain relationships with financial advisor’s offices by cold calling prospects to bring them onboard the Advisors Excel platform

Build a list of qualified contacts through warm and cold calls to recruit to Advisors Excel

Develop a complete knowledge of our annuity carriers and their product offerings with the ability to communicate strategy

Assisting newly committed advisors in the on-boarding process through licensing and release

Support writing advisors including the handling of incoming calls, returning emails or voicemails and working with other internal supporting teams as needed

Execute marketing campaigns to prospects through e-mail, webinars and mail processes

Work with our operations teams on escalated new business cases

Experience you’ll bring

Comfortability performing sales cold calls

Excellent communication skills, both written and verbal

Time management and ability to handle multiple tasks in a fast-paced environment

Handle confidential information with upmost integrity

Exceptional problem determination skills with a high attention to detail

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations

Bonus Points

Previous knowledge of fixed index annuity products

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

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.

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