Senior Financial Solutions Consultant
21 hours ago
We are seeking a talented and driven individual to fill the role of Senior Financial Solutions Consultant at Simplicity Group Holdings.
Estimated Annual Salary: $80,000 - $120,000
About the RoleThis is a remote position that requires excellent communication and customer service skills. As a Senior Financial Solutions Consultant, you will be responsible for providing marketing, financial planning solutions, and fixed annuity knowledge to independent agents/agencies.
Main Responsibilities:
- Establish relationships with clients through proactive outbound sales calls.
- Train financial advisors on product solutions and marketing programs.
- Grow the financial advisor's practice by identifying new business opportunities.
- 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 and self-develop industry and product knowledge.
To be successful in this role, you must have:
- At least two years of successful internal sales consultant results.
- Proficient in Microsoft Outlook, Word, and Excel with accurate typing skills.
- A college degree or equivalent work experience.
- The ability to obtain a state insurance license (preferred but not required).
As a Senior Financial Solutions Consultant, you can expect a competitive salary, variable compensation (no cap on commission), and employee benefits (health, 401k, life, etc.). You will also receive paid time off and the opportunity to grow your career in a fast-paced environment.
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