Simplicity Group
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Business Development Consultant
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Simplicity Group Continue with Google Continue with Google 4 months ago Be among the first 25 applicants Join to apply for the
Business Development Consultant
role at
Simplicity Group Job Description
Job Description
Position Title:
Business Development Consultant
Reports to:
Senior Vice President
Department:
Simplicity Wealth
Location:
3600 American Blvd. Suite 700 Bloomington, MN 55431
Classification:
Full-time / Exempt
Summary / Job Objective:
The Business Development Consultant is responsible for providing wealth management support to the Simplicity Partner Offices. This position focuses on delivering education, support, presentations, investment expertise, and consultative services, to drive the growth of new business for Simplicity Wealth. BDCs are responsible for expanding the advisor base by establishing a good rapport with Simplicity Consultants, existing Simplicity Advisors, and prospective Simplicity Clients utilizing professional phone and virtual presentation skills. The desire and drive to succeed in a competitive financial services setting is imperative.
Primary Responsibilities:
Collaborate with Simplicity Partner Offices to identify and engage prospective wealth advisors Educate financial advisors on Simplicity Wealth solutions and product offerings Become platform expert on product offerings, services, and resources available Conduct outbound calls and virtual presentations to new financial advisor affiliations Actively recruit financial advisors to join Simplicity Wealth Self-develop with industry and product knowledge to remain current with trends and products Recruit financial advisors to participate in Simplicity Wealth events 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 five years of successful sales experience At least three years of investment or insurance experience Some travel may be required College Degree Preferred or Equivalent Work Experience Series 6, 63, 65, 66, or 7 preferred but not required Advanced Designation preferred but not required
Core Competencies:
Creative mindset for developing innovative solutions Ability to discover, qualify, and close business Strong discipline to overcome prospect reluctance A learner’s mentality with a growth mindset Highly effective organization and ability to set priorities 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)
Annual Base salary: $80,000 - $90,000 This is a full-time/exempt position Annual performance bonus target: 15% Team performance bonus: On discretion
Benefits
Employee benefits (medical, dental, vision, life insurance, other) 401k with employer match Paid Time Off
Location : 3600 American Blvd. Suite 700 Bloomington, MN 55431 / This role is an in-office 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 solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners 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.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.
For more information, please visit simplicitygroup.com.
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 solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners 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. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance and Employee Benefit Funds Referrals increase your chances of interviewing at Simplicity Group by 2x Get notified about new Business Development Consultant jobs in
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Business Development Consultant
role at
Simplicity Group Continue with Google Continue with Google 4 months ago Be among the first 25 applicants Join to apply for the
Business Development Consultant
role at
Simplicity Group Job Description
Job Description
Position Title:
Business Development Consultant
Reports to:
Senior Vice President
Department:
Simplicity Wealth
Location:
3600 American Blvd. Suite 700 Bloomington, MN 55431
Classification:
Full-time / Exempt
Summary / Job Objective:
The Business Development Consultant is responsible for providing wealth management support to the Simplicity Partner Offices. This position focuses on delivering education, support, presentations, investment expertise, and consultative services, to drive the growth of new business for Simplicity Wealth. BDCs are responsible for expanding the advisor base by establishing a good rapport with Simplicity Consultants, existing Simplicity Advisors, and prospective Simplicity Clients utilizing professional phone and virtual presentation skills. The desire and drive to succeed in a competitive financial services setting is imperative.
Primary Responsibilities:
Collaborate with Simplicity Partner Offices to identify and engage prospective wealth advisors Educate financial advisors on Simplicity Wealth solutions and product offerings Become platform expert on product offerings, services, and resources available Conduct outbound calls and virtual presentations to new financial advisor affiliations Actively recruit financial advisors to join Simplicity Wealth Self-develop with industry and product knowledge to remain current with trends and products Recruit financial advisors to participate in Simplicity Wealth events 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 five years of successful sales experience At least three years of investment or insurance experience Some travel may be required College Degree Preferred or Equivalent Work Experience Series 6, 63, 65, 66, or 7 preferred but not required Advanced Designation preferred but not required
Core Competencies:
Creative mindset for developing innovative solutions Ability to discover, qualify, and close business Strong discipline to overcome prospect reluctance A learner’s mentality with a growth mindset Highly effective organization and ability to set priorities 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)
Annual Base salary: $80,000 - $90,000 This is a full-time/exempt position Annual performance bonus target: 15% Team performance bonus: On discretion
Benefits
Employee benefits (medical, dental, vision, life insurance, other) 401k with employer match Paid Time Off
Location : 3600 American Blvd. Suite 700 Bloomington, MN 55431 / This role is an in-office 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 solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners 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.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.
For more information, please visit simplicitygroup.com.
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 solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners 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. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance and Employee Benefit Funds Referrals increase your chances of interviewing at Simplicity Group by 2x Get notified about new Business Development Consultant jobs in
Bloomington, MN . Business Development Specialist - St. Paul, MN
Greater Minneapolis-St. Paul Area 1 week ago Minneapolis, MN $80,000 - $100,000 1 month ago Minneapolis, MN $105,000.00 - $125,000.00 1 day ago Minneapolis, MN $70,000.00 - $80,000.00 3 weeks ago Edina, MN $75,000.00 - $120,000.00 2 days ago Greater Minneapolis-St. Paul Area $80,000.00 - $100,000.00 3 weeks ago Business Development Manager, Specialty Channel
Minneapolis, MN $60,000.00 - $80,000.00 3 days ago Greater Minneapolis-St. Paul Area $50,000.00 - $55,000.00 4 weeks ago Greater Minneapolis-St. Paul Area 2 days ago Minneapolis, MN $55,000.00 - $60,000.00 1 week ago Business Development Manager - Medical Device
Minneapolis, MN $130,000.00 - $150,000.00 2 weeks ago Eagan, MN $128,100.00 - $237,900.00 2 weeks ago Shakopee, MN $75,000.00 - $85,000.00 3 weeks ago Hospice Business Development Specialist – Build Something Meaningful
Senior Business Development Manager - Technology
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Minneapolis, MN $105,200 - $153,200 15 hours ago Sr. Business Development Manager Flexible Packaging
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr