Position: Commission Support Representative
Department: Finance
Reporting to: Commission Manager
Location: Topeka, KS - onsite
Overview:
We're seeking a detail-oriented and motivated Commission Support Representative to join our fast-paced Finance team. This isn't your average commission position; our team manages several business lines with over 60 carrier relationships and hundreds of products. As a key support player, you'll collaborate across teams, tackle complex commission data, and help ensure accurate, timely payments.
The ideal candidate thrives in a dynamic environment, enjoys solving problems with a mix of curiosity and precision, brings fresh ideas to the table, and values working with both numbers and people.
What you'll do:
- Download daily and weekly commission statements from all carriers
- Provide day-to-day commission support for multiple business lines: Annuity, Life, Medicare
- Accumulate, interpret, and calculate commission payments received from carriers in accordance with company policies
- Process data from multiple sources and standardize formats to prepare accurate and timely commission upload files
- Collaborate with internal departments and respond to inquiries regarding commission payments or discrepancies
Experience you'll bring:
- Proficient in Microsoft Excel, including VLOOKUPs, XLOOKUPs, pivot tables, conditional formatting, and data validation
- Strong verbal and written communication skills; able to interact effectively with various personality types and levels of staff
- Excellent problem-solving and analytical skills with a strong attention to detail
- Highly organized with the ability to manage a heavy workload and shifting priorities
Bonus Points:
- 1-2 years' experience working with data or commissions
- Bachelor's degree in Accounting, Finance, or a related field
- Experience in advanced data manipulation using formulas and macros to streamline and standardize reporting processes
- Experience with Salesforce or other CRM systems
- Willingness to learn and adapt to evolving technology and software
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym and primary care physician
- 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.
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Advisors Excel
401(k)
Apr 15, 2025