Advisor Development Consultant

Overview

Advisor Development Consultant —
Simplicity Group Holdings

Topeka, KS
• Remote

$40K - $120K/yr, first year

Full-time

Medical, Dental, Vision, Life, Retirement

Location:

Fully remote position

Summary / Job Objective:
The Advisor Development Consultant (ADC) is a remote position 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.

Reports to: Partner

Department: Annuity Sales

Title: Advisor Development Consultant

Classification: Full-time

• 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

• 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
• 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

• 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 based on experience
• Variable Compensation:
  No cap on commission
• Employee benefits (health, 401k, life, etc.)
• Paid Time Off

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 solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has more than $10 billion of assets under management and advisement as of Q4 2025. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses.

Simplicity Group has over 1,200 employees and 90+ operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

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