Advisors Excel Jobs Hiring Now
Advisors Excel is hiring for 25 open roles on Migrate Mate as of July 16, 2026, concentrated in account management and business operations. Migrate Mate updates Advisors Excel's live openings daily. Advisors Excel is a financial services firm operating in the investment and insurance distribution space, supporting independent financial advisors with marketing, technology, compliance, and sales resources.
Find Advisors Excel JobsOverview
Advisors Excel hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 25
- Top team
- Account Management
- Seniority
- Across all levels
- Work type
- 0% remote or hybrid
- Top location
- Topeka
Open Roles at Advisors Excel
Showing 25 of 25+ Advisors Excel jobs
Call Center Sales Director
We won't show you this job again
Added 6d ago
Advisors Excel
Call Center Sales Director
Topeka, Kansas
Added 6d ago
Director of Sales and Marketing
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Added 1w ago
Advisors Excel
Director of Sales and Marketing
Topeka, Kansas
Added 1w ago
Television Video Editor
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Added 1w ago
Advisors Excel
Television Video Editor
Topeka, Kansas
Added 1w ago
Compliance Analyst – Complaints & Regulatory Affairs
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Added 1w ago
Advisors Excel
Compliance Analyst – Complaints & Regulatory Affairs
Topeka, Kansas
Added 1w ago
Web Developer
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Added 1w ago
Advisors Excel
Web Developer
Topeka, Kansas
Added 1w ago
Audio Producer
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Added 1w ago
Advisors Excel
Audio Producer
Topeka, Kansas
Added 1w ago
Contract and Licensing Consultant
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Added 1w ago
Advisors Excel
Contract and Licensing Consultant
Topeka, Kansas
Added 1w ago
Web Operations Specialist
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Added 2w ago
Advisors Excel
Web Operations Specialist
Topeka, Kansas
Added 2w ago
Medicare Solutions - Director of Sales and Marketing
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Added 2w ago
Advisors Excel
Medicare Solutions - Director of Sales and Marketing
Topeka, Kansas
Added 2w ago
Accounting Intern
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Added 3w ago
Advisors Excel
Accounting Intern
Topeka, Kansas
Added 3w ago
E-Communications Compliance Analyst
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Added 3w ago
Advisors Excel
E-Communications Compliance Analyst
Topeka, Kansas
Added 3w ago
Tax Accountant
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Added 1mo ago
Advisors Excel
Tax Accountant
Topeka, Kansas
Added 1mo ago
TV Project Manager
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Added 1mo ago
Advisors Excel
TV Project Manager
Topeka, Kansas
Added 1mo ago
Digital Marketing Consultant
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Added 1mo ago
Advisors Excel
Digital Marketing Consultant
Topeka, Kansas
Added 1mo ago
Compliance Advertising Analyst
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Added 1mo ago
Advisors Excel
Compliance Advertising Analyst
Topeka, Kansas
Added 1mo ago
Executive VP of Life Insurance Sales
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Added 1mo ago
Advisors Excel
Executive VP of Life Insurance Sales
Topeka, Kansas
Added 1mo ago
Annuity Marketing Data Intern
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Added 1mo ago
Advisors Excel
Annuity Marketing Data Intern
Topeka, Kansas
Added 1mo ago
UX/UI Designer
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Added 1mo ago
Advisors Excel
UX/UI Designer
Topeka, Kansas
Added 1mo ago
Research Analyst
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Added 1mo ago
Advisors Excel
Research Analyst
Lenexa, Kansas
Added 1mo ago
Business Development Representative
We won't show you this job again
Added 1mo ago
Advisors Excel
Business Development Representative
Topeka, Kansas
Added 1mo ago
Digital Marketing Intern
We won't show you this job again
Added 1mo ago
Advisors Excel
Digital Marketing Intern
Topeka, Kansas
Added 1mo ago
Books Program Intern
We won't show you this job again
Added 2mo ago
Advisors Excel
Books Program Intern
Topeka, Kansas
Added 2mo ago
Digital Marketing Associate
We won't show you this job again
Added 2mo ago
Advisors Excel
Digital Marketing Associate
Topeka, Kansas
Added 2mo ago
Digital Marketing Specialist (Testing and Insights)
We won't show you this job again
Added 3mo ago
Advisors Excel
Digital Marketing Specialist (Testing and Insights)
Topeka, Kansas
Added 3mo ago
Managing Director – Strategic Equity Investment Partnerships
We won't show you this job again
Added 3mo ago
Advisors Excel
Managing Director – Strategic Equity Investment Partnerships
Topeka, Kansas
Added 3mo ago
Added 6d ago
Call Center Sales Director
Advisors Excel·Topeka, Kansas
Job functions:
51-200 employees
Job Description
Position: Call Center Sales Director
Department: Advisors Excel
Reporting to: President of National Lead Generation
Location: Lenexa, KS or Topeka, KS - Onsite
Overview:
This isn't a "maintain the machine" job. You're building it.
Advisors Excel—one of the nation's largest independent financial services companies—is launching a brand-new lead generation and appointment-setting operation, and we're looking for a Call Center Sales Director to help bring it to life.
In this role, you'll recruit and develop a high-performing team, establish the processes and technology that drive success, and lead the day-to-day operation. You'll help build the foundation for a scalable, high-performing call center while shaping the future of this growing division and creating meaningful value for Advisors Excel partners
What you’ll do:
- Recruit, hire, train, coach, and develop a high-performing team of Call Center Representatives focused on creating quality consumer connections and advisor opportunities
- Lead daily call center operations while establishing scalable processes, workflows, and quality standards.
- Monitor and improve key performance metrics, including contact rates, qualification rates, appointments booked, and appointments held.
- Develop call scripts, coaching strategies, and quality assurance programs that drive consistent results.
- Work alongside your team during the early stages of the department by assisting with outbound calling and appointment setting as needed.
- Partner with senior leadership to establish operational processes, optimize lead management, and enhance the advisor handoff experience.
- Evaluate and help implement CRM, dialer, and other call center technologies that support business growth.
- Analyze performance data, identify opportunities for improvement, and implement solutions that increase efficiency and effectiveness.
- Help shape the future of the department through hiring strategies, organizational planning, and continuous process improvement.
Experience you’ll bring:
- 5+ years of outbound sales, call center, or appointment-setting experience.
- Experience leading, coaching, or mentoring sales, appointment-setting, or call center professionals
- Experience building processes, workflows, or team structures in a growing or changing environment.
- Demonstrated success working in a metrics-driven sales environment.
- Experience with CRM systems and outbound dialing technology.
- Strong leadership, communication, and problem-solving skills.
- A proactive mindset with the ability to thrive in a fast-paced, evolving environment.
Bonus Points:
- Experience building or expanding a call center, sales team, or operational function.
- Experience developing operational processes, performance metrics, or incentive programs.
- Experience in financial services, insurance, annuities, Medicare, or a related industry.
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.
#Li-MS1
Advisors Excel
Call Center Sales Director
Topeka, Kansas
Added 6d ago51-200 employees
Job functions:
Job Description
Position: Call Center Sales Director
Department: Advisors Excel
Reporting to: President of National Lead Generation
Location: Lenexa, KS or Topeka, KS - Onsite
Overview:
This isn't a "maintain the machine" job. You're building it.
Advisors Excel—one of the nation's largest independent financial services companies—is launching a brand-new lead generation and appointment-setting operation, and we're looking for a Call Center Sales Director to help bring it to life.
In this role, you'll recruit and develop a high-performing team, establish the processes and technology that drive success, and lead the day-to-day operation. You'll help build the foundation for a scalable, high-performing call center while shaping the future of this growing division and creating meaningful value for Advisors Excel partners
What you’ll do:
- Recruit, hire, train, coach, and develop a high-performing team of Call Center Representatives focused on creating quality consumer connections and advisor opportunities
- Lead daily call center operations while establishing scalable processes, workflows, and quality standards.
- Monitor and improve key performance metrics, including contact rates, qualification rates, appointments booked, and appointments held.
- Develop call scripts, coaching strategies, and quality assurance programs that drive consistent results.
- Work alongside your team during the early stages of the department by assisting with outbound calling and appointment setting as needed.
- Partner with senior leadership to establish operational processes, optimize lead management, and enhance the advisor handoff experience.
- Evaluate and help implement CRM, dialer, and other call center technologies that support business growth.
- Analyze performance data, identify opportunities for improvement, and implement solutions that increase efficiency and effectiveness.
- Help shape the future of the department through hiring strategies, organizational planning, and continuous process improvement.
Experience you’ll bring:
- 5+ years of outbound sales, call center, or appointment-setting experience.
- Experience leading, coaching, or mentoring sales, appointment-setting, or call center professionals
- Experience building processes, workflows, or team structures in a growing or changing environment.
- Demonstrated success working in a metrics-driven sales environment.
- Experience with CRM systems and outbound dialing technology.
- Strong leadership, communication, and problem-solving skills.
- A proactive mindset with the ability to thrive in a fast-paced, evolving environment.
Bonus Points:
- Experience building or expanding a call center, sales team, or operational function.
- Experience developing operational processes, performance metrics, or incentive programs.
- Experience in financial services, insurance, annuities, Medicare, or a related industry.
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.
#Li-MS1
Job Roles at Advisors Excel
Account Management5 jobs
Business Operations3 jobs
Business Strategy3 jobs
Growth Marketing3 jobs
Accounting2 jobs
Data Analytics2 jobs
Business Analysis2 jobs
Content & Communications1 jobs
IT Support1 jobs
Customer Success1 jobs
Working at Advisors Excel
Advisors Excel's 25 open roles are across all levels, and about 0% are remote or hybrid. The most active teams are account management, business operations, and business strategy. Advisors Excel is a financial services firm that works with independent financial advisors, providing support across areas including marketing, compliance, technology, annuities, and life insurance distribution. The company hires across a broad mix of functions, from compliance and tax to web development, creative production, and sales leadership. Most Advisors Excel roles are based in Topeka and Lenexa.
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Browse jobs by roleAdvisors Excel Jobs: Frequently Asked Questions
How many jobs is Advisors Excel hiring for right now?
Advisors Excel is hiring for 25 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in account management and business operations. Open positions span compliance, technology, sales, creative, and finance functions, ranging from internships to executive leadership. Migrate Mate pulls the latest postings directly so the count reflects what Advisors Excel is actively recruiting for at any given time.
What kinds of roles does Advisors Excel hire for?
The most active teams are account management, business operations, and business strategy. Advisors Excel recruits across a wide range of disciplines, including compliance and regulatory affairs, web development, UX and UI design, sales leadership, tax accounting, marketing, project management, and contract consulting. Most postings are across all levels, though the company also hires for internships and entry-level positions in areas like data and marketing support.
Are Advisors Excel jobs remote or in-person?
Mostly on-site. About 0% of Advisors Excel's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Topeka. Each Advisors Excel listing shows its work location so you can filter before applying.
How do I apply to a job at Advisors Excel?
Find a role that fits your background in Advisors Excel's listings on Migrate Mate, then follow the listing through to Advisors Excel's own careers page to complete the application. Advisors Excel manages its own hiring process, including application review, interviews, and offers. Migrate Mate keeps the listings current so you can browse what is actively open before heading to Advisors Excel's site to apply.
Does Advisors Excel hire entry-level?
Most of Advisors Excel's open roles on Migrate Mate are across all levels as of July 16, 2026. Check individual Advisors Excel listings for stated experience requirements.
Where is Advisors Excel hiring?
Most Advisors Excel roles are based in Topeka and Lenexa, and about 0% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.