Life insurance marketing team

Hometown:
Jim was born in Niagara Falls, NY and resides in Parkville, MO.

Family:
Jim has a wonderful wife, Jeane, and two great kids - Haley, who is graduating from St. Lawrence University and going to Law School in the fall, and Connor, who is graduating high school and planning on playing junior hockey the next 2 years before going to college. Of course, Jim can't forget Sully - their golden retriever who has yet to figure out he is a dog.

Job Duties/Responsibilities at Advisors Excel: Jim's role at AdvisorsExcel is develop the life insurance sales and operations team to a be a first class resource for our advisors. Jim's team provides ideas and solutions for protecting clients' assets and demonstrating the best techniques in transferring wealth to the next generation. In addition, Jim's team employs an innovative system to take the difficult process of purchasing life insurance and making it easier for our advisors and their staff.

When asked what he liked most about working at Advisors Excel, this is what Jim had to say:
I am very excited to be with Advisors Excel as the mission of assisting advisors and helping them grow their business is an area I have focused on my whole career. That goal, along with the energy, resources and great people, make this a fun place to come to work every day.

Education:
Jim majored in Public Relations and has a Bachelor of Arts degree from Purdue University, in West Lafayette IN.

Life Insurance Team Goal:
The goal is for our office is to be a tremendous back office support in solving our advisors' clients' problems using life insurance where appropriate.  The team and myself are available to educate and provide concepts that will be time tested. Whether it be as simple as designing a cost-efficient plan to protect a business transfer or demonstrating how to reposition an asset to transfer as much wealth as possible to their loved ones, we will be able explain and provide presentation materials so the advisor will be comfortable and able to solve the clients issues and then execute the transaction.

Hometown:  Topeka, KS

Family Information: My two boys, Nicholas and Joshua, keep me very busy and bring tremendous joy to my life. 

Education: 
Jaime graduated from the University of Central Arkansas with a B.A. in English. In February of 2010, she earned the designation of Fellow, Life Management Institute (LOMA).

Job Duties'/Responsibilities at Advisors Excel:
As an Internal Life Marketer, I am responsible for handling various requests regarding sales concepts, illustrations and other support for our Life VPs - Luke, Antoine and Abe. My duties also include assisting Jim Bowman, Vice President of Life Insurance, with special projects as needed.

When asked what she likes most about working at Advisors Excel, this is what Jaime had to say: The energy and fast-paced environment at Advisors Excel is incredible. Every single employee seems to come to work on a mission and works so hard to not only meet but exceed their personal goals, as well as the goals of the company. It is truly motivating!

Hometown/State: Topeka, KS

Family: 
Kelley lives in Topeka with her husband, Mark. They have two adult children, Mark Jr and Ashley, and a granddaughter, Kaley, who also lives in Topeka. Family is very important to them and are very fortunate to be able to spend a lot of time with them.
   
Job Duties: 
As an Internal Life Marketer, Kelley is responsible for providing assistance to the Life VP’s. She handles various requests regarding sales concepts, illustrations, applications and product recommendations. All of these help our Advisors sort through the products available from various companies in order to make the best recommendations to their clients.

When asked what she likes most about working at Advisors Excel, this is what Kelley had to say:
“I like working for Advisors Excel because of their reputation in the marketplace. It is great to work in a professional environment where everyone works as a team and is willing to help each other. Everyone works very hard but enjoys what they do. Every employee is very service minded and strives to exceed expectations.”

Hometown/State: Topeka, KS

Family: 
Janeil and her family live in Hoyt.  They have two boys, Jaxson and Cooper.
   
Job Duties: 
As an Internal Life Marketer, Janeil is responsible for providing assistance to the Life VP’s. She handles various requests regarding sales concepts, illustrations, applications and product recommendations. All of these help our Advisors sort through the products available from various companies in order to make the best recommendations to their clients.

When asked what she likes most about working at Advisors Excel, this is what Janeil had to say:
I like working at Advisors Excel because of the family atmosphere.  I have never worked in such a great professional environment.  I enjoy coming to work and it is very exciting to be part of such a great organization. I am very impressed with the support that everyone is willing to give to each other.

Hometown/State: Denton, KS

Family:
Jennifer lives on 18 acres in Jackson County. There, she has plenty of room for a menagerie of four-legged animals that make up her family.

Job Duties/Responsibilities at Advisors Excel:
Jennifer is one of the Life Case Managers at Advisors Excel and has been with the company since January 2008, originally joining on the annuity side. The main function of her role within the Life Team is to create Advisor Loyalty by providing impeccable service to our advisors while navigating life applications through the sometimes arduous underwriting process.

When asked what she likes most about working at Advisors Excel, this is what Jennifer had to say:
When we all work together, there are no limits! Cody, Derek and David have created an atmosphere that fosters excitement and energy. I am excited about the changes that are happening in the Life Team! These changes will enable us to give our advisors the individual attention they deserve, and at the same time, focus that excitement and energy on obtaining and exceeding all of our goals!

Hometown: St. Marys, KS

Family:
Wende grew up in St. Marys with her parents and sister where she married a hometown classmate, Chris. They have 3 children - Makenzie, Brian and Matthew. They all attend St.Marys schools with Makenzie in high school, Brian in Junior. High and Matthew in grade school.

Job Duties/Responsibilties at Advisors Excel:
As an Internal Life Marketer, Matt is responsible for providing assistance to our Life VP’s.  He handles various requests including sales concepts, illustrations, applications, and product recommendation.  Matt is a motivated person that drives to help advisors improve their business and provide a seamless process in assistance with life cases.

When asked what she liked most about her job at Advisors Excel, this is what Wende had to say:
I like working for Advisors Excel because everyone works as a team on a professional level. Our office is very busy, and the hard work provided by every employee never goes unnoticed by management and the agents we support. It’s nice to be part of this great team who also knows how to have a lot of fun!

Hometown: Tecumseh, KS

Family:
Rachel grew up with her mom, dad and three younger brothers. She met her husband, Robby, in college and they were married in July 2007.  They have three dogs, a black lab named Riley, a rat terrier named Rigley and a jack russel named Rookie. Her sister-in-law and her husband had twin nieces in December 2008 named, Avery and Greer. 

Job Duties/Responsibilties at Advisors Excel: Rachel is a case manager on the life insurance division at Advisors Excel, She came over from the Aviva home office, and as a case manager, she is responsible for overseeing all of the cases from the time they enter the Advisors Excel office until the agent has the policy in hand and the case has been paid. Within her role, positive communication with the various home offices, underwriters, account coordinators, and agents is key to success in providing the best service that she can in serving our agents. 

When asked what she liked most about her job at Advisors Excel, this is what Rachel had to say:
I love working at Advisors Excel because we are such an energetic group.  At Advisors Excel, each individual truly feels that what they do makes a difference, and that motivation in itself is what inspires me to continue pushing myself, because I know that what I do does make a difference. 

Hometown/State: Topeka, Kansas

Family:
I grew up the oldest of four kids, I have two brothers and a sister, and grew up with my mom and dad here in Topeka. I have been married for three years to my husband, Chris, and we have a little boy, Brady, who is two.

Job Duties/Responsibilties at Advisors Excel:
I am the Assistant Case Manager at Advisors Excel, which serves as support to the current Case Managers Rachel, Jennifer and Wende in any capacity that is needed, so that they can focus on communicating with the Carriers and Advisors in order to get the policies issued quickly and correctly. This can mean anything from entering and sending delivery requirements to shipping policies to Advisors. I focus mainly on communication with our vendors, specifically for exams and records, and follow up daily to make sure our orders are being completed in a timely manner to ensure requirements are met. I also work as Matt Ewald’s Case Manager on the policies he has coming in, and am his designated Case Manager once he makes the transition to being a VP of Marketing.

When asked what she likes most about working at Advisors Excel, this is what Tamara had to say:
I love working at Advisors Excel because the “team” environment is unlike any other I’ve been a part of. The Life Team in particular is a close-knit, enthusiastic group, and welcomes the collaboration of new ideas and ways of working together. I am so fortunate to be able to come to work, love what I do, and be able to make a difference on part of this energetic and growing team.

Hometown/State: Olathe, KS

Family:
My son Lucas and I have been in Topeka for about 3 years. We have a dog, Misty and two turtles Donatello and Mikey. I have four sisters and one brother. Mom also lives here in Topeka. Dad and step mom are in Overland Park so Lucas and I travel to the KC area often.

Job Duties/Responsibilties at Advisors Excel:
I work on agent’s contracting, ensuring they are contracted with the carriers they will be writing business with and also making sure they are appointed correctly with those carriers. Along with the contracting I enter in life insurance applications and help to make sure all of the information is entered correctly. I also have projects that I do for the life department.

When asked what she likes most about working at Advisors Excel, this is what Tamara had to say:
It is amazing to see how hard working everybody is in our office. The communication and team environment we have here makes everything run smoothly. I especially enjoy working in the life department, we are like a small (but growing) family.

Hometown/State: Oskaloosa, KS

Family:
Lisa is married to her husband, Tracy, and they have two daughters - Lauren and Jordan - and one son - Justin. .

Job Duties/Responsibilities at Advisors Excel: Lisa’s role in the Life Department is helping get our advisors contracted with the life companies we offer. She also helps enter and send in all the life applications that are submitted. Lisa’s number one goal is to make our advisors’ transitions to contracting with a company as simple as possible and to ensure all applications submitted are accurate.

When asked what she likes most about working at Advisors Excel, this is what Lisa had to say: Working at Advisors Excel has been an enjoyable learning experience for me. I have enjoyed the professional fast-paced environment. Communication and organization is a key factor here at Advisors Excel, and everyone here is an important piece of the puzzle that makes our business work smoothly.