Position: Associate Internal Partner
Reports to: Director of Internal Sales
Department: Internal Sales Support
Location: Remote
Classification: Full-time, Non-Exempt
Summary / Job Objective: This role would serve as the Sales Support to our Insurance Specialists in the field, who call on our clients in various wire houses, banks and independent firms.
Qualifications:
· Insurance License
· FINRA Registration
· Experience in Finance Industry
· Proficiency with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint), Adobe PDF - basic
· Understand Insurance Carriers’ Products and Riders
· Understand and Observe Compliance Guidelines for Multiple Organizations
· Understand and Utilize Multiple Quoting Software
· Communicate Clearly and Effectively within the Sales Process
· Support Multiple Unique Specialists
Core Competencies:
· Strong written and verbal communication skills
· Proven ability to work successfully independently and within a team environment
· Sense of urgency
· Attention to detail
Compensation & Benefits:
Compensation (based on experience)
- Hourly rate: $23.50 - $25.00 / hour
- This is a Non-Exempt position
Benefits
- Employee benefits (medical, dental, vision, life insurance, other)
- 401k with employer match
- Paid Time Off
Location: Remote
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.