Job Title: Advisor Development Consultant

Department: Sales

Reports to: Senior ADC, Senior Leadership Team Member

Job Summary:

InsurMark has been in business for 40+ years and we are an industry leading financial services distribution company and a proud member of The Simplicity Group of Companies. Our organization is dedicated to leading the Simplicity group by helping advisors reach their true potential. We work with independent financial advisors to deliver top wealth-building and financial protection products. We provide tools, technologies and partnerships that empower our entrepreneurial clients to build, scale and capitalize while empowering advisors to lead in a changing financial world.

Essential Job Function:

The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity or life insurance knowledge, and extraordinary customer service to independent agents/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative.

Primary 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 InsurMark
• Represent InsurMark in a professional manner at all times

Qualifications:

• At least three years of successful internal sales consultant results
• College Degree Preferred or Equivalent Work Experience
• State Life Insurance License preferred but not required
• 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
• Proficient in Microsoft Outlook, Word and Excel with accurate typing skills
• Some travel may be required

Core Competencies:

• 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

Location:
Houston Area; the expectation to work onsite until adequate training is complete, then move to a hybrid remote work environment with both remote and onsite locations. We are open to remote candidates in other states, as well.