About the role#
Advisors Excel is looking for an Annuity Operations Intern to join our team in Topeka, Kansas. This role offers hands-on experience in financial services by supporting our operations department with data management, carrier communication, and reporting. You will work directly with our team to help deliver service to our clients.
What you'll do#
- Contact insurance carriers via phone and their websites to get policy values and status updates on in-force annuity contracts.
- Manage service items, such as address changes or beneficiary updates, by working with carriers.
- Enter data from annuity applications and service requests into our tracking systems.
- Prepare and distribute reports related to annuity business.
- Assist the team with administrative tasks and special projects.
- Maintain a positive and collaborative approach to all your assignments.
What you'll need#
- Strong organizational skills and attention to detail.
- Ability to communicate clearly over the phone and in writing.
- A proactive approach to managing multiple priorities.
- Willingness to learn new systems and processes quickly.
- Comfort navigating multiple programs and online platforms.
- College-level coursework in business, finance, or communications is preferred.
- Experience with Microsoft Office Suite (Excel, Outlook, Word), prior office or customer service work, and an interest in financial services are all a plus.
Location & details#
- Location: On-site in Topeka, KS.
- Term: Winter 2027 (beginning January 2027).
- Status: Paid, full-time internship.
- Note: We are unable to provide sponsorship for this position.
About Advisors Excel
Advisors Excel is an independent marketing organization for the financial services sector. Founded in 2005, the company provides business coaching, marketing services, and operational support to independent financial advisors. It is based in Topeka, Kansas, and employs between 501 and 1,000 people. The firm focuses on helping financial professionals manage their business operations and product offerings.
How to get in at Advisors Excel
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