Licensing Support Representative

Job Title: Contract and Licensing Support Representative

Location: Topeka, KS – Onsite

Department: Annuity Operations

Reporting to
:
Contract and Licensing Follow-Up Manager

As part of the Annuity Operations team, the Contract and Licensing Support Representative provides outstanding customer service when processing and handling requests from agents, carriers, and internal staff. This role requires timely feedback with any pending contracting requirements to assist in the processing of contracts. This is more than just a job—it’s a chance to be part of a team that values your expertise and supports your growth.

• Follow up on pending contracts with a variety of insurance companies, ensuring nothing falls through the cracks
• Assist your team members with any outstanding contracting requirements, contributing to a seamless operation
• Provide agents with up-to-date contracting statuses, necessary codes, and training information to keep them in the loop
• Perform monthly cleanups of our contracting system, ensuring data is accurate and up to date

• Previous customer service experience – you’ve got experience delivering top-notch customer service and know how to make clients feel valued
• Strong communication skills
• Ability to interact with all personality types and with all levels of staff
• Problem-solving and decision‑making skills
• Time management with the ability to handle multiple tasks in a fast‑paced environment
• You’re comfortable navigating multiple systems and are proficient with PCs

• Bachelor’s degree
• Prior experience working in the financial services industry

• Amazing benefits, including medical, dental, vision, and 401(k) (with matching options)
• Generous PTO package upon 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!

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.