annuity marketing team

Job Duties/Responsibilities at Advisors Excel:
David is the President of Annuity Operations at Advisors Excel. He works with the VP’s of Marketing each day, and it is his job to keep them informed of the current marketing initiatives and tools that will help each advisor we work with grow their business every year.

When asked what he likes most about working at Advisors Excel, this is what David had to say: The people I work with. Each and every person that is part of our organization has an incredible desire to do what they do better - each and every day. This attitude is contagious across our company. I feel this is one of the many things that sets Advisors Excel apart from our competitors. I hope you have a chance to attend one of our Home Office training events - IRA College or Complete Advisor Boot Camp - and see the excitement in our office.

Background: David joined the Advisor’s Excel team with a background in the annuity business and personal sales. His working career started with American Investors Life Insurance as a Marketing Representative. From that time, he ventured into a banking career that developed him into a sales-minded individual focusing on efficiencies within his business. For the past year, he has been working with the marketing staff to help them improve their day-to-day efficiency in working with advisors across the country.

Message to Advisors: Advisors Excel has one goal in working with all of our advisors: How can we help you grow your business? 2011 is going to be a phenomenal year for growth. Each and every one of the advisors we work with is unique. This is why we continue to add Marketing Support programs for all of you to have access too.  What are you going to do in 2011 to grow your practice?  Call one of our marketers and ask them what Advisors Excel can do to help you grow!

Background:
Professionally, prior to joining Advisors Excel, Scott spent the last decade building a successful financial services practice in Kansas City.   

Educational History:
Scott studied education at the University of Kansas, holds his Life and Health License in multiple states and has attended  numerous trainings and seminars ranging in topics from personal development and sales training to marketing and performance coaching.

Family Information: 
Scott recently married to his bride, Jennifer, who had relocated from Los Angeles, where she was a 911 Emergency Dispatcher. The two of them have their hands full with a young Boxer/Red Heeler puppy named Kozmo.

Achievement you are most proud of:
My marriage to my beautiful and loving wife and the strong relationship I have with my family. I was also voted as being in the top 2% of all Wealth Manager in Kansas City for 2008,2009 and 2010.