Medicare Solutions - Director of Sales and Marketing

Position: Medicare Solutions : Director of Sales and Marketing

Department: Medicare Solutions

Reporting to: Executive VP of Medicare Solutions

Location: Topeka, KS - Onsite

Overview:

Are you a driven, relationship-focused professional who thrives in fast-moving environments and enjoys building something from the ground up? The Medicare Solutions team is a small but growing group within Advisors Excel, and we're looking for someone who is excited to grow with us and make a meaningful impact as we scale. In this role, you'll work directly with financial advisors to introduce, onboard, and integrate Medicare and ACA solutions into their practices. You'll serve as a trusted point of contact by building relationships, providing education, and ensuring advisors have the support they need to successfully adopt and utilize Medicare solutions in their business.

We're looking for someone who brings strong communication skills, curiosity, and a high level of motivation to learn and grow within the Medicare space. Medicare experience is a strong plus and will absolutely be valued, but it is not required. What matters most is your ability to connect with people, learn quickly, and consistently follow through. This is an opportunity to join a team in growth mode, where your role will evolve over time. You'll start by focusing on advisor recruitment, onboarding, and adoption, and over time expand into deeper advisor engagement and coaching as you build expertise in the Medicare space and grow with the business.

What you'll do:

• Build and maintain strong relationships with advisors and their office staff to increase adoption and utilization of Medicare and ACA solutions
• Conduct advisor outreach through phone calls, virtual meetings, campaigns, webinars, and educational events to drive engagement and production
• Educate advisors on Medicare products, sales opportunities, and strategies for incorporating Medicare solutions into their practices
• Coach advisors on best practices and identify opportunities to better serve their clients through Medicare and ACA offerings
• Support advisor onboarding, contracting, carrier appointments, and implementation efforts
• Provide ongoing sales support, product guidance, and problem resolution for advisors and their teams
• Partner with internal teams and carrier partners to deliver a seamless advisor experience and support business growth
• Assist with advisor-facing educational content, marketing initiatives, and growth campaigns
• Monitor advisor activity, identify follow-up opportunities, and support production growth objectives
• Stay current on Medicare products, carrier offerings, enrollment requirements, and industry trends

Experience you'll bring:

• 3 or more years' experience working in financial service industry
• Strong relationship-building skills with the ability to establish credibility and trust with advisors and business partners
• Confident, professional, and articulate in written and verbal communication; ability to build a rapport with all personality types
• Consultative approach with the ability to educate, influence, and coach others
• Strong organizational skills: capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
• Able to be assertive; hold others accountable to deadlines and established expectations in a professional way

Bonus Points:

• Experience with Medicare Advantage, Medicare Supplement, Prescription Drug Plans, or related Medicare products
• Background in Medicare wholesaling, advisor consulting, insurance distribution, or field sales
• Experience supporting independent advisors, Broker/Dealer firms, IMOs, FMOs, or similar distribution channels
• Experience conducting webinars, training sessions, or advisor-facing presentations
• Working knowledge of ACA products and enrollment processes
• Active Life & Health License
• AHIP Certification
• FFM Certification

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 café, 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.