Advisor Services Specialist

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The Advisor Services Specialist will be responsible for providing comprehensive support to financial advisors, ensuring seamless communication, efficient operations, and exceptional service delivery. This role requires excellent organizational skills, strong communication abilities, and a deep understanding of financial products and services.

Job Description

Responsibilities:

• Serve as the primary point of contact for financial advisors, addressing inquiries, resolving issues, and providing expert guidance on a range of topics.
• Assist with account maintenance, trade requests, cash management and coordination with internal departments.
• Facilitate the transfer of assets between accounts and institutions, ensuring accuracy and compliance with regulatory requirements.
• Collaborate with internal teams to streamline operational processes and improve service delivery efficiency.
• Prepare and distribute reports, statements, and other relevant documents to advisors as needed.
• Assist in the development and implementation of training programs for advisors to enhance their understanding of Brookstone’s processes and offerings.
• Proactively identify potential issues or areas for improvement within advisor services operations and recommend solutions.
• Facilitate interactions between financial advisors and custodians and other third parties.
• Uphold company policies, procedures, and compliance standards to ensure the integrity and security of client information.

Qualifications:

• Bachelor's degree in finance, business administration, or a related field.
• Previous experience in a client-facing role within the financial services industry, preferably in a support or advisory capacity.
• Strong understanding of financial industry and industry regulations.
• Excellent interpersonal and communication skills, with the ability to effectively interact with clients and internal stakeholders.
• Detail-oriented mindset with the ability to manage multiple tasks and prioritize workload effectively.
• Proficiency in Microsoft Office suite and CRM software.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Professional demeanor with a commitment to delivering exceptional service to financial advisors.
• Experience working with wealth management or advisory firms preferred.
• Familiarity with industry-specific software systems such as Salesforce preferred.

 

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

 

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].

 

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

 

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.