Demo

Remote Consultant Advisor Development (Sales)

Get It - Marketing
Spring, TX Remote Full Time
POSTED ON 1/20/2025
AVAILABLE BEFORE 2/18/2025
Position Title: Advisor Development Consultant (Sales) - Remote

Why Join Our Team?

Are you driven by a desire to empower others and make a substantial impact in the financial services sector? We invite you to become a vital member of our dynamic, rapidly expanding team, dedicated to delivering innovative solutions and unparalleled support to independent financial advisors.

Role Overview

As an Advisor Development Consultant (ADC), you will play a crucial role in assisting independent agents and agencies with effective marketing strategies, comprehensive financial planning solutions, and insights into fixed annuities. Your primary responsibility will be to cultivate enduring relationships with clients, while expanding and maintaining a robust base of agents. In this competitive financial services environment, your commitment and customer-centric approach will be pivotal to the overall success of our organization.

Key Responsibilities

  • Conduct outbound sales calls to recruit financial advisors
  • Provide training on product solutions and marketing initiatives
  • Assist financial advisors in the growth of their practices
  • Address inquiries regarding products, marketing strategies, and services to enhance business operations
  • Achieve monthly sales objectives and call activity targets
  • Engage in continuous training to remain informed about industry trends and developments
  • Maintain awareness of competitive dynamics and changes within the financial landscape
  • Represent the company with professionalism, aligning with our Vision, Mission, and Values

Required Skills

  • Proficiency in Microsoft Outlook, Word, and Excel, coupled with strong typing abilities
  • Exceptional verbal and written communication skills
  • Strong relationship-building and customer engagement skills
  • Ability to thrive in a fast-paced, results-oriented environment
  • Expertise in posing probing questions to qualify leads and close sales
  • Excellent listening and verbal reasoning skills, particularly in high-pressure scenarios

Qualifications

  • Minimum of three years of demonstrable success in sales or as an internal sales consultant
  • State Life Insurance License is mandatory
  • Series 6, 63, 7, 65, or 66 licenses are preferred, but not required
  • A college degree is preferred, or equivalent professional experience

Compensation & Benefits

  • Base Salary: \(30k - \)50k, dependent on experience
  • Variable Compensation: Revenue sharing opportunities
  • Profit Sharing: Bonus program commencing in Year 2
  • Comprehensive Employee Benefits: Medical, dental, vision, life insurance, and more
  • Retirement Plan: 401(k) with employer matching
  • Paid Time Off: Enjoy a generous paid time off package

Location:

Flexible work environment: Choose to work from home, the office, or a hybrid setup based on your qualifications and preferences.

Career Growth Opportunities

We prioritize your professional development and provide continuous learning opportunities to enhance your skills and advance your career within the financial services industry.

Company Culture And Values

Our culture is rooted in innovation and collaboration, supporting independent financial advisors in achieving their goals while fostering a respectful and empowering workplace.

Employment Type: Full-Time

Salary : $30,000 - $50,000

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