Simplicity Atlanta · 15 hours ago
Advisor Development Consultant
Topeka, KS
Full-time
Hybrid
Entry, Mid Level
$40K/yr - $120K/yr
2+ years expSimplicity Atlanta is a financial holding company specializing in retirement and financial planning solutions. The Advisor Development Consultant is responsible for providing marketing and financial planning solutions to independent agents, focusing on recruiting and training financial advisors to grow their practices.
FinanceFinancial ServicesInsurance
Hiring Manager
Jay Dodder
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
Qualification
Required
At least two years of successful internal sales consultant results
Proficient in Microsoft Outlook, Word and Excel with accurate typing skills
Some travel may be required
Preferred
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
Benefits
Medical
Dental
Vision
Life
Retirement
Employee benefits (health, 401k, life, etc.)
Paid Time Off
Company
Simplicity Atlanta
Simplicity Atlanta specializes in providing insurance, investment, and business development solutions to the independent advisor.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jason Chaifetz
Managing Partner
Company data provided by crunchbase