Business Development Consultant

Job DescriptionJob Description

Position Title: Business Development Consultant

Reports to: Senior Vice President

Department: Simplicity Wealth

Location: 900 Circle 75 Parkway, Atlanta, GA 30339 (in office)

Classification: Full-time / Exempt

Summary / Job Objective: The Business Development Consultant is responsible for providing wealth management support to the Simplicity Partner Offices. This position focuses on delivering education, support, presentations, investment expertise, and consultative services, to drive the growth of new business for Simplicity Wealth. BDCs are responsible for expanding the advisor base by establishing a good rapport with Simplicity Consultants, existing Simplicity Advisors, and prospective Simplicity Clients utilizing professional phone and virtual presentation skills. The desire and drive to succeed in a competitive financial services setting is imperative.

Primary Responsibilities:

Collaborate with Simplicity Partner Offices to identify and engage prospective wealth advisors

Educate financial advisors on Simplicity Wealth solutions and product offerings

Become platform expert on product offerings, services, and resources available

Conduct outbound calls and virtual presentations to new financial advisor affiliations

Actively recruit financial advisors to join Simplicity Wealth

Self-develop with industry and product knowledge to remain current with trends and products

Recruit financial advisors to participate in Simplicity Wealth events

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 five years of successful sales experience

At least three years of investment or insurance experience

Some travel may be required

College Degree Preferred or Equivalent Work Experience

Series 6, 63, 65, 66, or 7 preferred but not required

Advanced Designation preferred but not required

Core Competencies:

Creative mindset for developing innovative solutions

Ability to discover, qualify, and close business

Strong discipline to overcome prospect reluctance

A learner's mentality with a growth mindset

Highly effective organization and ability to set priorities

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: $80-90K

This is a full-time/exempt position

Annual performance bonus target: 15%

Team performance bonus: On discretion

Benefits

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

401k with employer match

Paid Time Off

Location: 900 Circle 75 Parkway, Atlanta, GA 30339 OR 3600 American Blvd. Suite 700 Bloomington, MN 55431 / this role is an in-office position

Company DescriptionHeadquartered 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 $10 billion of assets under management and advisement as of Q4 2024. 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.
For more information, please visit Company DescriptionHeadquartered 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 $10 billion of assets under management and advisement as of Q4 2024. 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.

For more information, please visit