Simplicity Group

Essential Job Function: The Sales Associate assists with operational functions, supporting sales and marketing campaigns for the Simplicity Life Insurance Sales Department.. Office Location : Monticello, Minnesota (remote work a possibility). 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.. 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.

sales associate

Job Description Department: Life Position Title: Sales Associate - Life Position Reports To: Sales Director Essential Job Function: The Sales Associate assists with operational functions, supporting sales and marketing campaigns for the Simplicity Life Insurance Sales Department. This person will work with advisors and their staff on client cases in conjunction with our dedicated wholesale team for case design consultation. This is a full-time position. Primary Responsibilities: Respond to inbound calls regarding: ○ Case design & Illustrations ○ Product recommendation & Intelligence ○ Pre-sale application and underwriting support Make Proactive outbound calls to: ○ Recruit Financial Advisors ○ Train financial advisors on product solutions and marketing programs ○ Grow the financial advisor’s practice Meet call activity expectations and monthly team sales goals Navigate insurance companies to ensure timely placement of cases utilizing problem solving skills Understand and adhere to the Education, Value, & Partnership of Simplicity Qualifications: <ul><li> 4-year degree preferred</li><li> Experience in Life Insurance Industry strongly preferred </li></ul>Core Competencies: <ul><li> Positive attitude, outgoing and people-oriented</li><li> Strong communication skills a must</li><li> Comfortable with cold-calling and prospecting</li><li> Proven ability to build relationships, especially those through phone calls</li><li> Effective listening skills</li><li> Must be collaborative team player</li><li> Comfortable with rejection </li></ul>Compensation: <ul><li>Base salary: $40,000 - $45,000 based on experience</li><li>Variable Compensation</li><li>Employee benefits (health, 401k, life, etc.)</li><li>Paid Time Off </li></ul>Office Location: Monticello, Minnesota (remote work a possibility) 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. 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.

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