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Advisor Development Consultant / Annuity Marketer

Company: Simplicity Group
Location: Eden Prairie
Posted on: May 14, 2022

Job Description:

Essential Job Function:
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
    Qualifications:
    - 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 - 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:
    Compensation based on experienceo Base: up to $4,000 / montho Variable Compo Bonus - Employee benefits (health, 401k, life, etc.) - Paid Time Off
    Location: Eden Prairie, MN

    About -Simplicity Group Holdings:---Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings ("Simplicity Group") is the fastest growing financial products distribution business in the country. Led by hallmarks of education, value and partnership, Simplicity Group serves holistic financial professionals and their clients with a comprehensive suite of products and services designed for every phase of life, along with full-service marketing and operational support.
    Through its vast distribution network, Simplicity Group has assisted with the placement of more than $4.5 billion of financial assets in 2020. The organization has more than 280 employees, 23 operating subsidiaries, and dates its history back 40 years. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group's growth and oversee daily operations.
    For more information, please visit simplicitygroup.com.

Keywords: Simplicity Group, Eden Prairie , Advisor Development Consultant / Annuity Marketer, Professions , Eden Prairie, Minnesota

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