Sales Coordinator

Position:
Life Sales Coordinator

Department:
Life Department

Reporting to:
Director of Life Marketing

Location:

Topeka, KS - Onsite

Are you organized, detail-driven, and energized by helping a team hit big goals? Do you love keeping projects moving, supporting creative marketing initiatives, and being the go-to person others rely on? If so, you might be the next great addition to our Life Department. We’re looking for a Life Sales Coordinator to support the Director of Life Marketing and help drive AE’s life sales growth.

In this role, you’ll be at the center of marketing campaign coordination, advisor onboarding, content support, and day-to-day operations that keep our Life Sales Team performing at their best. If you thrive in a fast-paced, team-oriented environment where every day brings something new, this is the place for you.

• Partner with the Director of Marketing to help execute strategic marketing initiatives designed to fuel life sales and create new opportunities for advisors.
• Support the development and execution of sales materials, advisor visit prep, and marketing campaigns that strengthen our advisor partnerships.
• Coordinate cross-department meetings—including scheduling, tracking follow-ups, and celebrating monthly wins with our VP teams.
• Help develop monthly coaching content for our sales teams and assist with twice-monthly Marketing Mastery Meetings.
• Manage Life Marketer call block scheduling, content creation, and AEC task assignments.
• Maintain shared spreadsheets to track campaign progress, production, and follow-up activities.
• Track, coordinate, and execute onboarding for advisors engaged in life production.
• Distribute life department and carrier marketing materials as needed.
• Keep life status updates and departmental projects current in AEC.
• Provide logistical support for events, registrations, and follow-up.
• Help build consistency across the sales team through shared language, tools, and selling standards.
• Conduct research, gather data, and prepare materials for assigned projects.
• Assist leadership with special projects and contribute to other needs as they arise.

• 1–2 years of professional work experience in project management or marketing focused role.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Strong written and verbal communication skills, with the ability to build relationships across all levels.
• High attention to detail, strong organizational abilities, and solid problem-solving skills.
• A collaborative spirit—someone who supports teammates, stays positive, and brings professionalism to every interaction.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).

• Basic knowledge of life insurance products or the life insurance industry.
• Experience with email marketing platforms such as Constant Contact or Active Campaign.

• 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!

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.

• Entry level

• Full-time

• Sales and Business Development