Simplicity Group
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Advisor Development Consultant
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Simplicity Group 3 days ago Be among the first 25 applicants Join to apply for the
Advisor Development Consultant
role at
Simplicity Group 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 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 Entry level Employment type
Employment type Full-time Job function
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Advisor Development Consultant
role at
Simplicity Group 3 days ago Be among the first 25 applicants Join to apply for the
Advisor Development Consultant
role at
Simplicity Group 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 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 Entry level Employment type
Employment type Full-time Job function
Job function Business Development and Sales Industries Insurance and Employee Benefit Funds Referrals increase your chances of interviewing at Simplicity Group by 2x Get notified about new Development Consultant jobs in
Atlanta, GA . Life Sciences Consultant - Early Career and New Grad
Atlanta, GA $95,000.00-$105,000.00 3 weeks ago Atlanta, GA $80,000.00-$100,000.00 2 weeks ago Business Development Manager - Partnerships
Atlanta Metropolitan Area $70,000.00-$80,000.00 5 days ago Business Development Manager (US East coast)
Senior Business Development Manager - Aerospace & Industrial
Sr. Manager - Learning and Development - Supply Chain Training
Business Development Manager (Atlanta, GA)
Atlanta, GA $120,000.00-$200,000.00 1 month ago Atlanta, GA $120,000.00-$200,000.00 1 month ago Managing Consultant, Business Development-Retail and Drug & Grocery-R-250969
Business Development Manager - Education
Business Development Manager - Partnerships Channel
Business Development Manager – Franna North America
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