Internal Wholesaler / Marketing Associate (Base + VC Oppty)
Job DescriptionDepartment: SalesPosition Title: Internal WholesalerReports to: National Sales ManagerEssential Job Function:As an Internal Wholesaler, you will be responsible for acquiring new advisors, maintaining relationships with existing advisors and moving advisors to the next level of production using our market-leading tools and a consultative sales process. We will help you gain the skills needed to succeed as well as provide a consistent flow of new recruiting opportunities to help you build your production.Primary Responsibilities: Recruit agents/advisors and support a book of agents/advisors Provide product support, including comparative analysis, quotes and illustrations Promote our market-leading marketing programs to your agents/advisors Coordinate with our service department to provide L&A, new business and support to your agents/advisors Promote product ideas to your agents/advisorsQualifications: 1-3 years of experience in sales or other relevant job experience Basic understanding of financial markets and retirement trends Ability to use social media to increase sales effectiveness Ability to pass the insurance and/or securities examinations College degree preferredCore Competencies: Strong communication skills Strong telephonic skills Self-starter that thrives on high activity in a high-energy environment Personal Effectiveness / Credibility Demonstrates professionalism and business acumen Willing to accept constructive feedback in order to grow professionallyCompensation: Competitive base salary plus Bonus Employee benefits (health, 401K, life, etc) Paid Time Off / Paid Holiday ClosingsLocation: Glastonbury, CT or Monticello, MNCompany DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“SimplicityGroup”) is a financial holding company in the independent financial services sector that specializes in thedistribution of retirement and financial planning products. Simplicity Group partners with insurance andinvestment 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 financialstrategy.Through its vast distribution network, Simplicity Group has assisted with the placement of more than $10billion of insurance financial assets and has $10 billion of assets under management and advisement asof Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help itsdistribution partners expand their businesses. It is also focused on growing by acquisition. SimplicityGroup has over 1,000 employees and 70 operating subsidiaries. Simplicity Group is owned by two of theleading San Francisco-based financial and tech-enabled services private equity firms and by its operatingPartners, 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, disability 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 $10 billion of insurance financial assets and has $10 billion of assets under management and advisement as of Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity Group has over 1,000 employees and 70 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 Simplicity Group’s day-to-day business. For more information, please visit simplicitygroup.com.