Financial Services Consultant

6 days ago


The Woodlands, United States Simplicity Group Holdings Full time

Job Summary

The Business Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and exceptional customer service to independent agents/agencies. This role involves expanding and retaining an active agent base by establishing strong relationships with clients using professional phone skills.

Main Responsibilities:

  • Making proactive outbound sales calls to recruit financial advisors, train them on product solutions and marketing programs, and grow their practices.
  • Responding to inbound calls regarding product solutions, marketing programs, and practice betterment services.
  • Meeting call activity expectations and monthly sales goals set forth by management.

Requirements:

  • At least three years of successful internal sales consultant results.
  • Proficient in Microsoft Outlook, Word, and Excel with accurate typing skills.
  • College Degree Preferred or Equivalent Work Experience.
  • State Life Insurance License is Required.
  • Series 6, 63, 7, 65, or 66 preferred but not required.

Compensation:

Base salary range: $30k - $50k commensurate with experience. Variable compensation includes revenue sharing and a profit-sharing bonus starting year 2. Employee benefits include medical, dental, vision, life insurance, and other perks. A 401k plan with employer match is also available, along with paid time off.

About Us:

Simplicity Group Holdings is a fast-growing financial holding company specializing 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. With over 1,000 employees and 70 operating subsidiaries, we are committed to organic growth initiatives to help our distribution partners expand their businesses.



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