Job Description

Job Description

Position Title: Advisor Development Consultant

Reports to: Partner

Department: Sale

Location: Remote Positions

Classification: Full-time / Exempt

Summary / Job Objective: The objective of this position is to serve as the primary point of contact for supporting advanced planning life insurance sales.

Essential Job Functions: The ADC works closely with the Sales Vice Presidents and our clients to consult on cases, design solutions, create marketing material, deliver presentations, provide training, and offer updates on insurance products, tax, and regulatory changes specific to the industry. The ADC acts as a consultant and liaison to the sales force and a business partner to our clients, by providing answers to specific questions.

Primary Responsibilities:

· Communicate planning strategies using life insurance and other financial planning concepts to the SVP’s and our clients over the phone, via webinar, and in person, to promote the sale of life, disability, LTC and annuity insurance products

· Create and maintain relationships with life insurance carriers

· Consult on cases and provide technical expertise on strategies that further life insurance sales

· Work with operations to enable the use of life insurance in advanced planning strategies

Qualifications:

· Bachelor’s degree in a business-related field, preferred

· 7+ of experience in business, estate, and wealth transfer planning

· State Insurance Licenses

· FINRA Series 6 and 63 licenses preferred

· One or more of the following: CFP, CLU, ChFC, CPA certifications preferred

· In-depth knowledge of in the use and taxation of annuities, life insurance, disability and Long Term Care.

Core Competencies:

· Advanced Marketing experience, with knowledge of carriers and products

· Proficiency in Microsoft Excel, Word, PowerPoint, and Google Drive

· Written, and verbal communication skills

· Relationship building and interpersonal skills

· Ability to work autonomously in a collegial environment, and be customer focused

Compensation & Benefits:

Compensation (based on experience)

· Base salary: $65,000 - $75,000 / year

· This is an Exempt position

Benefits

● Employee benefits (medical, dental, vision, life insurance, other)

● 401k with employer match

● Paid Time Off

● Paid parking

Location : This is a fully remote role

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 650 employees and 57 operating subsidiaries. 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 day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 650 employees and 57 operating subsidiaries. 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 day-to-day business. \r\n\r\nFor more information, please visit simplicitygroup.com.