ZipRecruiter

Log In

1

Core Income Advisors Jobs in Minnesota (NOW HIRING)

Circle

Principal, Monetization

Minneapolis, MN

$185K - $237K/yr

Deep TradFi background (fixed income, FX, credit, treasury, or capital markets origination) and/or ... core. We consider a wide variety of elements when crafting our compensation ranges and total ...

THOMSON REUTERS

Senior Tax Product Specialist

Eagan, MN · On-site

$70K - $70K/yr

... Four advisors - as a credible domain expert who understands their workflows, pressures, and ... Deep, working knowledge of ASC 740 / income tax provision processes is required; this is the core ...

next page

Showing results 1-20

All JobsCore Income Advisors JobsCore Income Advisors Jobs in Minnesota

Core Income Advisors information

What is the difference between Core Income Advisors vs Financial Planners?

AspectCore Income AdvisorsFinancial Planners
CertificationsCertified Financial Planner (CFP), Series 7/66CFP, ChFC, or similar
Work EnvironmentFinancial advisory firms, banks, independentIndependent practice, firms, or banks
Primary FocusGenerating income strategies, retirement, cash flowComprehensive financial planning, investments, estate

Core Income Advisors and Financial Planners often share certifications and work environments, but Core Income Advisors focus specifically on income strategies and retirement cash flow, while Financial Planners provide broader financial planning services. Both roles serve clients' financial needs but differ in scope and specialization.

What are popular job titles related to Core Income Advisors jobs in Minnesota? For Core Income Advisors jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Core Income Advisors jobs in Minnesota look for? The top searched job categories for Core Income Advisors jobs in Minnesota are:
What cities in Minnesota are hiring for Core Income Advisors jobs? Cities in Minnesota with the most Core Income Advisors job openings:
Core Income Advisors jobs near you
Infographic showing various Core Income Advisors job openings in Minnesota as of July 2026, with employment types broken down into 1% Internship, 89% Full Time, 7% Part Time, 2% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.
Key Account Associate

Key Account Associate

Simplicity Group Holdings

Bloomington, MN • On-site

$50K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job description

Position Title:   Key Account Associate

Reports to:       EVP

Department:     Sales / Operations

Location:          3600 American Blvd. Suite 750 Bloomington, MN 55431/hybrid

Classification:  Full-time / Exempt

 Essential Job Functions:  The Key Account Associate offers internal support for the Simplicity Affiliated Partner Division. In conjunction with Key Account Managers to this person will work to offers sales and operations support to agencies, IMOs, their staff, and advisors. This is a full-time position.

Primary Responsibilities:

·       Respond to inbound calls, including but not limited to:

  • Life Insurance case design and illustrations
  • Life Insurance product recommendation and intelligence
  • Pre-sale application and underwriting support
  • On-boarding and contracting assistance
  • Product solutions and marketing programs

·       Build and maintain relationships with Affiliated Partner Agency principals and key staff   

·       Navigate insurance companies to ensure timely placement of cases utilizing problem solving skills

·       Understand and adhere to the Education, Value, & Partnership of Simplicity

Qualifications:

·       Bachelors degree preferred

·       Experience in Life Insurance Industry strongly preferred

·       Experience in a customer service role

Core Competencies:

·        Positive attitude, outgoing and people-oriented

·        Strong communication skills a must

·        Proven ability to build relationships, especially those through phone calls

·        Effective listening skills

·        Must be collaborative team player

Compensation & Benefits:

Compensation

  • Annual base salary:  $50,000-55,000 based on experience
  • This is an exempt position
  • Annual performance bonus target:  15%
  • Commission

Benefits

  • Employee benefits (medical, dental, vision, life insurance, other)
  • 401k with employer match
  • Paid Time Off
  • Paid parking

Location:  3600 American Blvd. Suite 750 Bloomington, MN 55431

*This role can be hybrid, with in-office and remote work location

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 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 simplicitygroup.com.