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Position:
Contract and Licensing Follow-Up Manager
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Location:
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Cobblestone Building
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4123 Gage Center Dr. Suite 101
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Topeka, KS
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Job Id:
2414
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# of Openings:
1
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Position: Contract and Licensing Follow-Up Manager
Department: Annuity Operations
Reporting to: Contract and Licensing Manager
Location: Topeka, KS - Onsite
Overview:
Are you a leader who thrives in a fast-paced environment? We are looking for a Contract & Licensing Follow-Up Manager to lead our follow-up team, ensuring timely and accurate completion of contract follow-ups, agent approvals, and daily reports. You will collaborate with the other Contract & Licensing Managers to optimize workflows and drive superior service for our advisors, while mentoring a team at our Topeka office. If you enjoy leading others and delivering exceptional results, this is the perfect opportunity to grow in a dynamic culture!
What you'll do:
- Monitor and Optimize Workflow: Oversee workflow SLAs (follow-ups, AEC/carrier reports), adjusting resources and coordinating the team to meet service agreements.
- Manage Team Operations: Coordinate schedules, approve PTO, manage timecards, and ensure coverage for fluctuating demands.
- Lead Hiring and Development: Review resumes, conduct interviews, handle hiring/promotions, facilitate meetings/trainings, and build employee relationships through one-on-ones with feedback and goal-setting.
- Ensure Quality and Collaboration: Provide quality control, guidance, and communication to the team, while collaborating with other Managers and departments (Marketing, Compliance, New Business) to enhance processes and advisor experiences.
- Handle Escalations and Resources: Assist the Contract & Licensing Manager with escalated tasks (e.g., releases, terminations) and maintain/update team resources and training manuals.
- Analyze and Improve Performance: Analyze team/individual performance, hold employees accountable, track metrics (including outside AEC), and seek continuous workflow and productivity improvements.
Experience you'll bring:
- 3-5 years' experience in the Financial Services Industry
- Strong desire to lead a team; help team members grow as individuals and within the company
- Ability to motivate people; defuse conflicts among team members
- Flexible and adaptable to changing requirements
- Ability to manage difficult situations and the stress associated with them
Bonus Points:
- Bachelor's degree in a related field
- Previous management experience
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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Apply for this Position
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Advisors Excel
401(k)
Sep 24, 2025