Financial Services Specialist
6 days ago
Simplicity Group Holdings is a fast-growing financial holding company in the independent financial services sector, specializing in the distribution of retirement and financial planning products.
We are seeking an experienced Financial Services Specialist to join our team as an Advisor Development Consultant. In this role, you will be responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and exceptional customer service to independent agents/agencies.
Key Responsibilities:- Expand and retain an active agent base by establishing strong relationships with clients through professional phone skills.
- Train financial advisors on product solutions and marketing programs to help them grow their practices.
- 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.
- 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.
The estimated salary range for this position is $$60,000 - $80,000 per year, depending on experience, plus variable compensation, employee benefits (health, 401k, life, etc.), and paid time off.
About Simplicity Group HoldingsHeadquartered in Summit, New Jersey, Simplicity Group Holdings is a leading financial holding company that specializes in the distribution of retirement and financial planning products. We partner 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.
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