Position: Distribution Data Intern
Department: Annuity Marketing
Reporting to: Distribution Development Director
Location: Topeka, KS - Onsite
Overview:
If you enjoy a fast-paced environment where your work will make an impact by producing data-driven results for a company, this may be the job for you. The strategy data intern will work with members of our strategy team on new initiatives to increase sales and profitability and optimize efficiency for Advisors Excel. This role will assist with a multitude of projects, but primarily focus on reporting and analysis efforts for the Annuity Marketing division.
What you'll do:
- Data compilation and consolidation of large sets of structured and unstructured data
- Create reports and deliverables based off analytics to track success metrics
- Take complex data sets and transform them into summarized, actionable information
- Data management and delivery in forms of dashboards and visualizations
- Provide support in the research and execution of other strategic projects
- Optimize existing processes and reports to create greater value for our team and partners
- Other assigned responsibilities and duties
Experience you'll bring:
- High School Diploma
- Excellent written and verbal communication skills
- Strong knowledge in MS Excel
- Data base structures and systems understanding
- Creative problem-solving skills and great attention to detail
- Ability to handle confidential information
- Strong knowledge of other MS Office, including Word, PowerPoint and Outlook
- Ability to interact with all personality types and with all levels of staff
- Time management and ability to handle multiple tasks in a fast-paced environment
- Ability to look at a large problem or project, and break it down into small achievable steps
Bonus Points:
- College credits in data, finance, economics, or accounting
- Previous experience in an office environment specifically insurance or financial services related
- Experience in Power BI or other data visualization tools
- Interest in financials services or financial markets
What you'll get:
- 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.
Advisors Excel
Mar 13, 2025 