Job Description

Job 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 Description

Headquartered 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, 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 $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.

Company Description

Headquartered 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, and long-term care protection in support of a holistic financial strategy.

r n r nThrough 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.

r n r nFor more information, please visit simplicitygroup.com.