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Form of workJob 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
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com.
