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Advisor Development Consultant

3 months ago

Atlanta, United States Simplicity Group Holdings Full time
Job DescriptionJob Description

Position Title: Advisor Development Consultant

Reports to: Partner

Department: Annuity Sales

Location:  Fully remote position

Classification: Full-time

Summary / Job Objective: The Advisor Development Consultant (ADC) is a remote position responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and extraordinary customer service to independent agents/agencies for the establishment and retention of new business.

Essential Job Functions: ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative.

Primary Responsibilities:

  • Make proactive outbound sales calls to:

  • Recruit financial advisors

  • Train financial advisors on product solutions and marketing programs

  • Grow the financial advisor’s practice

  • Respond to inbound calls regarding product solutions, marketing programs and practice betterment services

  • Meet call activity expectations and monthly sales goals set forth by management

  • Participate in continuous training

  • Self-develop with industry and product knowledge to remain current with trends and products

  • Keep abreast of the competition and changes in the economy and financial markets

  • Understand and adhere to the Vision, Mission and Values of Simplicity

  • Represent Simplicity in a professional manner at all times

Qualifications:

  • At least two years of successful internal sales consultant results

  • Proficient in Microsoft Outlook, Word and Excel with accurate typing skills

  • Some travel may be required

  • College Degree Preferred or Equivalent Work Experience

  • Ability to get State insurance license preferred but not required

  • Ability to get Series 6, 63, 7, 65 or 66 preferred but not required

Core Competencies:

  • Enterprising and creative mindset for developing innovative solutions

  • Effective prospecting and customer relationship skills

  • Ability to ask probing questions to qualify and close business

  • Persistent and flexible to overcome call reluctance

  • Self–starter with endurance and capacity to thrive in a fast-paced environment

  • Ability to think clearly and be objective

  • Outgoing, people oriented and highly collaborative

  • Effective listening and verbal reasoning skills

  • Sufficient vocabulary to communicate effectively under stressful situations

Compensation & Benefits:

Compensation (based on experience)

  • Compensation based on experience

  • Variable Compensation: No cap on commission

  • Employee benefits (health, 401k, life, etc.)

  • Paid Time Off

Location: Remote Position

Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity
Group”) is a financial holding company in the independent financial services sector that specializes in the
distribution of retirement and financial planning products. Simplicity Group partners with insurance and
investment professionals to help provide consumers with guaranteed income and life insurance products,
wealth accumulation strategies, disability and long-term care protection in support of a holistic financial
strategy.

Through its vast distribution network, Simplicity Group has assisted with the placement of more than $10
billion of insurance financial assets and has $10 billion of assets under management and advisement as
of Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its
distribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity
Group has over 1,000 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the
leading San Francisco-based financial and tech-enabled services private equity firms and by its operating
Partners, who help drive Simplicity Group’s day-to-day business.

For more information, please visit simplicitygroup.com.Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity\r
Group”) is a financial holding company in the independent financial services sector that specializes in the\r
distribution of retirement and financial planning products. Simplicity Group partners with insurance and\r
investment professionals to help provide consumers with guaranteed income and life insurance products,\r
wealth accumulation strategies, disability and long-term care protection in support of a holistic financial\r
strategy. \r
\r
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $10\r
billion of insurance financial assets and has $10 billion of assets under management and advisement as\r
of Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its\r
distribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity\r
Group has over 1,000 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the\r
leading San Francisco-based financial and tech-enabled services private equity firms and by its operating\r
Partners, who help drive Simplicity Group’s day-to-day business.\r
\r
For more information, please visit simplicitygroup.com.