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Remote Variable Annuity Jobs in Atlanta, GA (NOW HIRING)

Remote Variable Annuity information

What are the key skills and qualifications needed to thrive as a remote variable annuity specialist?

To thrive as a Remote Variable Annuity Specialist, you need strong knowledge of financial products, particularly variable annuities, along with relevant licenses such as FINRA Series 6 or 7 and state insurance licenses. Familiarity with CRM platforms, financial planning software, and compliance systems is typically required. Excellent communication, client relationship management, and problem-solving skills help you build trust and explain complex products to clients remotely. These skills ensure accurate advice, regulatory compliance, and effective client service in the competitive financial services industry.

What is a remote variable annuity professional?

A Remote Variable Annuity professional is a financial specialist who works remotely to help clients understand, select, and manage variable annuity products. These professionals provide guidance on investment options, explain contract features, and assist with account administration, all through virtual communication channels. They may work for insurance companies, financial advisory firms, or as independent consultants, helping clients plan for retirement by leveraging the benefits and risks of variable annuities.

What are some common challenges faced by professionals working in remote variable annuity roles, and how can they be overcome?

Professionals in remote variable annuity roles often face challenges such as building trust with clients without face-to-face interaction and staying updated on product changes and regulations. To overcome these, it's important to leverage digital communication tools effectively, maintain regular contact with clients, and participate in ongoing professional development. Collaborating with colleagues through virtual meetings and staying engaged with your team can also help ensure you remain informed and supported. Adapting to new technologies and maintaining a strong self-discipline in a remote environment are key to success in this field.

What is the difference between Remote Variable Annuity vs Remote Financial Advisor?

AspectRemote Variable AnnuityRemote Financial Advisor
CredentialsLicenses (e.g., Series 6, 7, 63), FINRA registrationLicenses (e.g., Series 7, 66), CFP certification often preferred
Work EnvironmentFinancial product sales, client portfolio management, compliance-focusedFinancial planning, investment advice, client consultations
Industry UsageInsurance and investment firms, financial institutionsWealth management firms, banks, independent advisory firms

Remote Variable Annuity professionals focus on selling and managing annuity products, requiring specific licenses. Remote Financial Advisors provide broader financial planning and investment advice, often holding additional certifications. Both roles operate remotely within the financial services industry but differ in scope and client interaction.

What job categories do people searching Remote Variable Annuity jobs in Atlanta, GA look for? The top searched job categories for Remote Variable Annuity jobs in Atlanta, GA are:
What cities near Atlanta, GA are hiring for Remote Variable Annuity jobs? Cities near Atlanta, GA with the most Remote Variable Annuity job openings:

Advisor Development Consultant

Simplicity Group Holdings

Atlanta, GA • Remote

$40K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 17 days ago


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 1,200 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.