Department: ย ย ย Life
Position Title: Sales Associate - Life
Position Reports To: Sales Director
Essential Job Function:ย ย The Sales Associate assists with operational functions, supporting sales and marketing campaigns for the Simplicity Life Insurance Sales Department.ย This person will work with advisors and their staff on client cases in conjunction with our dedicated wholesale team for case design consultation.ย This is a full-time position.
Primary Responsibilities:
Respond to inbound calls regarding:
โย ย ย ย ย Case design & Illustrations
โย ย ย ย ย Product recommendation & Intelligence
โย ย ย ย ย Pre-sale application and underwriting support
Make Proactive outbound calls to:
โย ย ย ย ย Recruit Financial Advisors
โย ย ย ย ย Train financial advisors on product solutions and marketing programs
โย ย ย ย ย Grow the financial advisorโs 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:
ยทย ย ย ย ย ย 4-year degree preferred
ยทย ย ย ย ย ย Experience in Life Insurance Industry strongly preferred
Core Competencies:
ยทย ย ย ย ย ย Positive attitude, outgoing and people-oriented
ยทย ย ย ย ย ย Strong communication skills a must
ยทย ย ย ย ย ย Comfortable with cold-calling and prospecting
ยทย ย ย ย ย ย Proven ability to build relationships, especially those through phone calls
ยทย ย ย ย ย ย Effective listening skills
ยทย ย ย ย ย ย Must be collaborative team player
ยทย ย ย ย ย ย Comfortable with rejection
Compensation:
โย ย ย ย ย Base salary:ย $40,000 - $45,000 based on experience
โย ย ย ย ย Variable Compensation
โย ย ย ย ย Employee benefits (health, 401k, life, etc.)
โย ย ย ย ย Paid Time Off
Office Location: ย Monticello, Minnesota (remote work a possibility)
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (โSimplicity Groupโ) 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 companyโs day-to-day business.
For more information, please visit simplicitygroup.com.