Description
Join a dynamic team at the forefront of transforming the financial services industry through Education, Value, and Partnership. We are seeking top talent to help drive our growth! As an Advisor Development Consultant (ADC), you’ll play a pivotal role in providing marketing strategies, financial planning solutions, and expertise in fixed annuities to independent agents/agencies. Your focus will be on establishing and nurturing client relationships to drive new business growth and retention.
Primary Responsibilities
• Proactive Sales: Initiate outbound calls to recruit and train financial advisors, enhancing their practice with our product solutions and marketing programs.
• Customer Engagement: Respond to inbound inquiries regarding our offerings, ensuring exceptional service and support.
• Performance Goals: Meet monthly sales targets and call activity expectations set by management.
• Continuous Learning: Stay updated on industry trends and products through ongoing training and self-development.
• Market Awareness: Monitor competition and economic changes to adapt strategies effectively.
Qualifications
• Sales Experience: Minimum two years of successful internal sales consultant results.
• Technical Skills: Proficiency in Microsoft Outlook, Word, and Excel; accurate typing skills.
• Flexibility: Some travel may be required based on business needs.
• Education: College degree preferred or equivalent work experience.
• Certifications: Ability to obtain state insurance license (preferred but not required); Series 6, 63, 7, 65, or 66 (preferred but not required).
Core Competencies
• Innovative Thinking: Enterprising mindset to develop creative solutions.
• Relationship Building: Strong prospecting and customer relationship skills.
• Sales Acumen: Ability to qualify leads and close business effectively.
• Resilience: Persistence and flexibility to overcome challenges.
• Self-Motivation: Ability to thrive in a fast-paced, self-starting environment.
• Communication: Clear verbal and written reasoning skills under pressure.
Compensation & Benefits
• Competitive Compensation: Based on experience with uncapped commission potential.
• Employee Benefits: Comprehensive health, retirement, and life insurance benefits.
• Work-Life Balance: Paid time off and flexibility in a remote work environment.
About Us
We are a leading financial services firm headquartered in Summit, New Jersey, specializing in retirement and financial planning products. With a robust network and over $7 billion in assets under advisement, we’re committed to organic growth and expansion through strategic partnerships.
Employment Type: Full-Time
Location: Anywhere
Posted: Sept. 9, 2024, 9:41 a.m.
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