Advisor Experience Associate | Hybrid Finance Support

Advisor Experience Associate We're Looking for an Advisor Experience Associate! About the Company: Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you'll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement. We're proud to have been recognized as one of the best in the business:

• Named to Ward's 50 list of top-performing life-health insurance companies
• Recognized on list of Ingram's Top 100 Private Companies in the Kansas City area in 2024

About the Role: As an Advisor Experience Associate you will support advisors by delivering timely operational, service, and technology assistance. This role focuses on direct communication with advisors on resolving routine inquiries, executing service requests accurately, and ensuring a smooth day-to-day advisor experience. This position will work in tandem with our Sales associates offering advisors an experienced team integrating sales and service support. The Advisor Experience Associate position reports to the Director Inside Sales, Head of Training and Advisor Experience, and is based out of our home office in Topeka, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site. Advisor Support & Service

• Serve as a primary point of contact for advisors regarding account operations, service workflows, and platform support.
• Research and resolve advisor inquiries related to new business, transfers, advisor appointment, and post-issue account support.
• Provide guidance on advisor-facing systems, tools, and best practices.
• Coordinate with cross-functional teams to resolve escalations.

Operational Execution

• Proactively engage with advisors to provide client account support while also enhancing their experience with best practices, guidance and insights.
• Ensure accurate and timely processing of service requests.
• Track open cases and follow through to completion.

Technology & Platform Support

• Troubleshoot system issues and guide advisors on feature usage and workflow optimization.
• Share system feedback with internal teams.

Advisor Relationship Management

• Foster trust and strong working relationships with advisors.
• Deliver proactive and high-quality service to enhance advisor satisfaction, retention, and productivity.
• Identify recurring advisor needs and recommend process improvements.

Compliance & Risk Management

• Ensure all activities meet regulatory guidelines, internal controls, and audit requirements.
• Maintain confidentiality of sensitive financial and client information.
• Stay current on compliance policies, industry regulations, and firm protocols.

What We're Looking For:

• Bachelor's degree in business, finance, communications, or related field preferred.
• 0-3 years of experience in financial services, operations, or client service.
• Foundational understanding of brokerage, advisory, annuity, or mutual fund products preferred.
• Strong customer-service orientation and communication skills.
• Ability to manage multiple tasks with high accuracy in a regulated environment.
• Proficiency with Microsoft 365 (Word, Excel, Outlook).
• Problem-solving mindset with the ability to work independently and collaboratively.

Why Choose Security Benefit? When you join our team, you're not just getting a paycheck you're getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here's what you can expect as a full-time Security Benefit associate:

• Competitive salary and annual incentive bonuses to reward your contributions.
• 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
• Paid parental leave after 90 days of service.
• Comprehensive medical, dental & vision insurance.
• 401(k) with company match, plus Profit Sharing & Savings Plan.
• Short- and Long-Term Disability Insurance to give you peace of mind.
• Flexible Spending Accounts for medical and dependent care.
• Life Insurance to protect your loved ones.
• Educational assistance to support your career development.
• Associate assistance programs for your personal and professional well-being.

Ready to Make an Impact? Apply today by visiting our career page to submit your resume. We're excited to meet you! Security Benefit is an Equal Opportunity Employer. #J-18808-Ljbffr