Position Title: Advisor Development Consultant (ADC)
Reports to: Principal Partner
Department: Sales
Location: 2929 N Central Ave, Suite 1400, Phoenix, AZ
Classification: Full-time; Exempt
Summary / Job Objective: 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:
ยท Make proactive outbound sales calls to:
o Recruit financial advisors
o Train financial advisors on product solutions and marketing programs
o Grow the financial advisorโs practice
ยท Respond to inbound calls regarding product solutions, marketing programs and practice betterment services
ยท Meet call activity expectations and monthly sales goals set forth by management
ยท Participate in continuous training
ยท Self-develop with industry and product knowledge to remain current with trends and products
ยท Keep abreast of the competition and changes in the economy and financial markets
ยท Understand and adhere to the Vision, Mission and Values of Simplicity
ยท Represent Simplicity in a professional manner at all times
Qualifications:
ยท At least three years of successful internal sales consultant results
ยท Proficient in Microsoft Outlook, Word and Excel with accurate typing skills
ยท Some travel may be required
ยท College Degree Preferred or Equivalent Work Experience
ยท State insurance license preferred but not required
ยท Series 6, 63, 7, 65 or 66 preferred but not required
Core Competencies:
ยท Enterprising and creative mindset for developing innovative solutions
ยท Effective prospecting and customer relationship skills
ยท Ability to ask probing questions to qualify and close business
ยท Persistent and flexible to overcome call reluctance
ยท Selfโstarter with endurance and capacity to thrive in a fast-paced environment
ยท Ability to think clearly and be objective
ยท Outgoing, people oriented and highly collaborative
ยท Effective listening and verbal reasoning skills
ยท Sufficient vocabulary to communicate effectively under stressful situations
Compensation & Benefits:
Compensation (based on experience)
- Annual base salary: $40,000
- Variable Compensation: min $30,000 - $40,000 in year 1 (based on experience)
- Bonus opportunities
- This is an exempt position
Benefits
- Employee benefits (medical, dental, vision, life insurance, other)
- 401k with employer match
- Paid Time Off
- Paid parking
Location: 2929 N Central Ave, Suite 1400, Phoenix, AZ 85012; this is an in-office position
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (โSimplicity Groupโ) 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 companyโs day-to-day business.
For more information, please visit simplicitygroup.com.