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:

· Make proactive outbound sales calls to:

o Recruit financial advisors

o Train financial advisors on product solutions and marketing programs

o 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

· 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: min $30,000 - $40,000 in year 1 (based on experience)
• Bonus opportunities
• This is an exempt position

Benefits

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

Location: 2929 N Central Ave, Suite 1400, Phoenix, AZ 85012; this is an in-office position