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Position Title: Advisor Development Consultant

Reports to: Principal Partner

Department: Sales

Location: In-office (Woodlands, TX), Hybrid or Remote

Classification: Full-time, exempt

Job Summary: 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 three 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

· State Life Insurance License is 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:

· Compensation based on experience

· Base - $30k - $50k commensurate with experience

· Variable Comp – Revenue Sharing

· Profit sharing bonus starting year 2

· Employee benefits (medical, dental, vision, life insurance, other)

· 401k with employer match

· Paid Time Off

Location: Home / Office / OR Hybrid depending on circumstances and qualifications

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 1,200 employees and 90 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.