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Simplicity Group Holdings

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Sales Marketer / Advisor Development Consultant

Clearwater, FL · On-site

$50K/yr

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 ...

Simplicity Group Holdings

Associate, Internal Partner

OR · Remote

$23.50 - $25/hr

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 ...

Simplicity Group Holdings

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Jr. Email Marketing Specialist (Phoenix or Boston)

Phoenix, AZ · On-site

$45K - $55K/yr

Simplicity Group | Marketing Department Location: 667 Boylston Street 5th Floor Boston, MA 02116* OR 2929 N Central Avenue Suite 1400 Phoenix, Arizona 85012 Classification: Full-time, Exempt Summary ...

Simplicity Group Holdings

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Cash Reconciliation Associate / AR Support

Summit, NJ · On-site

$54K - $58K/yr

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 ...

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$91.5K

$94.5K

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How much do simplicity group jobs pay per year?

As of Jun 4, 2026, the average yearly pay for simplicity group in the United States is $94,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,500.00 and $94,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Simplicity Group, and why are they important?

To thrive as a Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulatory requirements, usually supported by a bachelor’s degree in finance or related fields and certifications like Series 65 or CFP. Familiarity with financial planning software, CRM platforms, and portfolio management tools is typically required. Strong interpersonal skills, active listening, and effective communication help build trusted client relationships and tailor advice to individual needs. These competencies are crucial for delivering sound financial guidance, maintaining compliance, and driving client satisfaction and growth.

What does collaboration typically look like for someone working at Simplicity Group, and how does it impact daily responsibilities?

At Simplicity Group, collaboration is a key component of everyday work. Team members frequently coordinate across departments such as sales, marketing, and client services to deliver comprehensive solutions for clients in the insurance and financial services industries. Daily responsibilities often involve participating in cross-functional meetings, sharing insights on client needs, and working together to develop new strategies or streamline processes. This collaborative environment encourages open communication and helps employees contribute to shared goals, ultimately supporting both individual and company growth.

What is Simplicity Group and what does the company do?

Simplicity Group is a financial services company that specializes in providing insurance, retirement, and financial planning solutions. The company works with financial advisors, agents, and institutions to offer a wide range of products, including life insurance, annuities, and investment strategies. Simplicity Group aims to simplify the process of securing financial protection and planning for the future, making it easier for clients to achieve their financial goals. They also provide educational resources and support to financial professionals to help them better serve their clients.

What is the difference between Simplicity Group vs Insurance Agent?

AspectSimplicity GroupInsurance Agent
CredentialsLicenses in insurance, certifications in financial productsLicenses in insurance, state-specific certifications
Work EnvironmentCorporate office, remote, or hybrid settingsIndependent or agency-based, client-facing
Industry UsageInsurance and financial services companiesInsurance providers, agencies, brokerages
Search/Comparison IntentUnderstanding company offerings, career opportunitiesJob roles, licensing, career paths

In summary, Simplicity Group is a company offering insurance and financial products, often employing insurance agents. An Insurance Agent is a professional who sells insurance policies, often working for companies like Simplicity Group. While both are connected to the insurance industry, Simplicity Group refers to the employer or organization, whereas Insurance Agent describes the role or profession within that industry.

More about Simplicity Group jobs
What cities are hiring for Simplicity Group jobs? Cities with the most Simplicity Group job openings:
What states have the most Simplicity Group jobs? States with the most job openings for Simplicity Group jobs include:
What job categories do people searching Simplicity Group jobs look for? The top searched job categories for Simplicity Group jobs are:
Simplicity Group jobs near you
Infographic showing various Simplicity Group job openings in the United States as of May 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $94,462 per year, or $45.4 per hour.
Sales Marketer / Advisor Development Consultant

Sales Marketer / Advisor Development Consultant

Simplicity Group Holdings

Clearwater, FL • On-site

$50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago

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Job description

Position Title: Advisor Development Consultant

Reports to: VP, Business Development

Department: Sales

Location: 1499 Gulf to Bay Blvd Suite 100, Clearwater Fl 33755

Classification: Full-time; Exempt

Summary / Job Objective: As an ADC, 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/advisors

Qualifications:

· 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

Core 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 professionally

Compensation & Benefits:

· Annual Salary: $50,000

· Variable Compensation eligibility

· This is an exempt position

Benefits

· Employee benefits (medical, dental, vision, life insurance, other)

· 401k with employer match

· Paid Time Off

· Weekly Lunch n Learns

Location: 1499 Gulf to Bay Blvd Suite 100 Clearwater, Florida 33755 / This role is an in-office position

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.