VP of Life Partnership

Advisors Excel

life insurance, 401(k)

United States, Kansas, Lenexa

Mar 07, 2025

Position:
VP of Life Partnership

Location:

Topeka OR Lenexa, KS

Job Id:
2196

# of Openings:
1

Position: VP of Life Partnership

Department: AE Life

Reporting to: President of AE Life

Location: Topeka, KS/ Lenexa, KS - Onsite, open to hybrid or remote

Overview:

Do you have a proven track record in Life Insurance sales? Are you passionate about helping clients understand the many benefits of Life Insurance while consistently meeting sales goals?

Our Life Partnership Program is designed to support financial offices across the country by providing expert Life Insurance sales assistance. In this role, you'll partner directly with advisors and their clients, offering personalized education on Life Insurance options and guiding them toward the policy that best fits their needs. This is a performance-driven sales role where success is measured by your ability to build trust, close sales, and drive results.

With access to a warm client base, you'll have the unique opportunity to focus on educating clients while meeting-and exceeding-your sales goals. If you thrive in a fast-paced, results-oriented environment and are ready to make an impact, we want to hear from you!

What you'll do:

Initiate warm and cold sales calls to advisors' clients to identify needs and close Life insurance sales
Educate clients on Life insurance options, focusing on assets not required for retirement income
Collaborate with Life Marketing teams to identify advisors who would benefit from participating in the program
Build trust with advisors to encourage deeper engagement with their clients
Manage and track the sales follow-up process for prospective client opportunities
Coordinate with New Business teams to ensure efficient processing and resolution of pending requirements
Monitor and track success of the program and advise on team growth potential
Stay current on compliance and product knowledge

Experience you'll bring:

3-5 years of experience in Life insurance sales with a strong understanding of various Life insurance products and sales strategies
Demonstrated success in retail client sales, including over the phone, in person, or virtual interactions
Experience working with both cold and warm leads to generate sales opportunities
Confident, professional and articulate in written and verbal communication
Up to date with all required state licenses and trainings; or willing to obtain upon hire
Strong time management ; Highly detail-oriented with the ability to adapt to changing priorities and environments
Handle confidential information with utmost integrity

Bonus Points:

Bachelor's Degree in Business, Sales or Marketing
Series 6 or 7 license; or willingness to obtain
Previous professional experience building sales or service call center programs

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 cafe, 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.

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