What are the responsibilities and job description for the Advisor Development Consultant position at Simplicity Group?
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
Compensation (based on experience)
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
- 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
- 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 insurance license preferred but not required
- Series 6, 63, 7, 65 or 66 preferred but not required
- 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 (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
- Employee benefits (medical, dental, vision, life insurance, other)
- 401k with employer match
- Paid Time Off
- Paid parking
Salary : $30,000 - $40,000
