Advisors Excel
The Contract and Licensing Development Manager leads a team responsible for licensing financial advisors and setting them up to offer annuity, life insurance, and Medicare products through partner insurance companies. This role involves managing daily operations, coaching team members, handling escalated requests, and collaborating with internal and external partners to improve processes. The position requires strong leadership, organizational, and problem-solving skills within a regulated, high-volume environment.
There’s a better way to build the business of your dreams. We offer a proven path for good advisors to become great business owners and grow your practice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Advisors Excel didn’t post a salary, so this is our estimate from similar listings.