Advisor Development Consultant (Annuity Marketer)
March 30, 2021 by N/A
Compensation
$75,000 to $100,000 Annually (plus commission)
Benefits Offered
401K, Dental, Life, Medical, Vision
Employment Type
Full-Time
Why Work Here?
“Simplicity is transforming the financial services industry and we are looking for top talent to join us.”
Department: Sales
Position Title: Advisor Development Consultant
Essential Job Function:
The Advisor Development Consultant (ADC) is 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. 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 five (5) years of successful sales as an annuity wholesaler and/or agent
· Able to travel as needed (limited requirement)
· College Degree Preferred or Equivalent Work Experience
· State insurance license preferred but not required
· 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:
· Total Compensation based on experience, with an expectation of $75,000 – $100,000+ in year 1
· Employee benefits (health, 401k, life, etc.)
· Paid Time Off
Location: West Des Moines, Iowa
About Simplicity Des Moines:
Simplicity Des Moines is a leading product distribution company and subsidiary of Simplicity Financial Marketing Group Holdings (“Simplicity Group”). The organization has a 40-year history of providing best-in-class annuity and life insurance products, operational support, and business development solutions to independent financial professionals that specialize in the financial planning needs of retired and soon-to-be retired individuals and families. In addition to providing access to top-tier insurance carrier products, Simplicity Des Moines offers turnkey marketing programs and training to help its affiliated advisors and agents grow their product sales. Simplicity Des Moines joined Simplicity Group in 2019 to further accelerate its strategic growth and development.
Through its vast distribution network, Simplicity Group has assisted with the placement of over $4 billion of financial assets in 2019. 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 280 employees and 17 offices nationwide and dates its history back 40 years. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its principals, who help drive Simplicity Group’s day-to-day business.
Company website: https://www.simplicitydesmoines.com/
Company address: 3737 Woodland Ave, West Des Moines, IA
Posted date: 3 days ago