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Position: Advisor Development Specialist

Reports To: Director, Advisor Development

Location: 2929 N. Central Ave, Phoenix, AZ OR 900 Circle 75 Parkway SE, Atlanta, GA; On-Site

Classification: Full-time / Non-Exempt

Summary/Job Objective: Advisor Development Specialist (ADS) is a key front-line role within the sales organization, responsible for qualifying leads and setting appointments for the sales team (Advisor Development Consultants). This is achieved by calling leads provided by the marketing department and those sourced through self-prospecting. The ADS's sole job is to qualify leads through conversation to secure appointments that convert to clients producing business in the firm's main product verticals: Annuity, Life, and Wealth.

This position requires strong communication skills, attention to detail, and a process-oriented mindset. The ideal candidate is results-driven, team-oriented, and capable of managing a high volume of outreach in a dynamic, cross-functional environment.

Essential Job Functions:

● Maintain a stationary position (sitting or standing) for extended periods.

● Communicate and exchange accurate information clearly with peers, leadership, and external partners.

● Collaborate closely with colleagues and external parties to achieve project goals.

● Operate computers and standard office equipment on a constant basis.

● Perform repetitive motions involving wrists, hands, and fingers.

● Assist clients and colleagues via telephone, email, and in-person.

● Observe and analyze details at close range.

Primary Responsibilities:

● Lead Generation & Prospecting: Proactively call leads provided by the marketing department and conduct self-sourced prospecting to build a qualified pipeline.

● Lead Qualification: Engage prospects in conversation to qualify their potential, needs, and alignment with the firm's solutions.

● Appointment Setting: Secure qualified appointments for the sales team (ADCs) to convert leads into clients.

● Product Knowledge: Maintain strong knowledge of the firm’s core financial solutions, specifically in the Annuity, Life, and Wealth verticals, to effectively qualify prospects.

● Activity Tracking & Accountability: Maintain internal CRM systems and documentation to ensure all lead activity and appointments are tracked, supporting sales team accountability and performance analysis.

Qualifications:

● 1–3 years of experience in a sales, business development, or client service role preferred

● Proficiency in CRM tools, project tracking systems, and G - Suite

● Ability to work cross-functionally and manage multiple priorities

Core Competencies:

● Excellent verbal, written and interpersonal communication

● Ability to multitask and be a proactive team player

● Proven organizational and prioritization skills

● Detail oriented with an ability to think beyond the scope of the task.

● Willing and ready to communicate with reps via phone and email.

● Must be determined, passionate and adaptable.

Compensation:

● Competitive compensation structure with growth opportunities

● Base Salary: $19.23/hour; non-exempt ($40,000 annualized)

● Sign-on Bonus $5,000

● Annual Performance Bonus Target: 5%

● Variable Compensation: up-to-$25,000 in year 1, based on performance

● Monthly, Quarterly, and Annual incentives

Benefits:

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

● 401k with employer match

● Access to training and ongoing professional development

● Supportive, growth-oriented team environment

● Paid Time Off

● Paid parking

Location: 2929 N. Central Ave, Phoenix, AZ; OR 900 Circle 75 Parkway SE, Atlanta, GA; this role is an in-office position

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 financial institutions, as well as 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 $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 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.