Advisor Development Consultant

Position Title: Advisor Development Consultant (ADC)

Reports to: Principal Partner

Department: Sales

Location: 900 Veterans Memorial Blvd., Metairie, LA 70005 / In-office position

Classification: Full-time; Exempt

Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed and variable life insurance 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 and emails 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-development 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 Vision, Mission and Values of Simplicity
• Always represent Simplicity in a professional manner
  
  

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
• State insurance license preferred but not required
• 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 & Benefits

Compensation (based on experience)

• Annual base salary: $40,000
• Variable Compensation eligible
• Bonus opportunities
• This is an exempt position
  
  

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
  
  

Location: Simplicity New Orleans, 900 Veterans Memorial Blvd., Metairie, LA 70005