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Simplicity Group Jobs in Arizona (NOW HIRING)

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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 ...

IT Analyst

Phoenix, AZ · On-site

$55K - $65K/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 ...

IT Analyst

Phoenix, AZ · On-site

$55K - $65K/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 ...

West Ave. Job Family Group: Retail Banking Sales & Service Charged with execution of the Premier ... Promote simplicity, accountability, and execution excellence across the organization. Enterprise ...

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Simplicity Group information

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 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.

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.

Who owns the Simplicity Group?

The Simplicity Group is a privately owned company, and specific ownership details are not publicly disclosed. It operates as an independent organization in the insurance and financial services industry, often working with agents and brokers. Ownership information may vary depending on the company's structure and subsidiaries.

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 does the Simplicity Group do?

The Simplicity Group is a company that provides insurance and financial services, often working with independent agents to offer products such as life, health, and property insurance. Employees in related roles may handle client consultations, policy management, and sales using industry-standard tools and certifications.

What jobs pay 500,000 a year in the US?

High-paying jobs that can reach or exceed $500,000 annually include executive roles such as CEOs, CFOs, and other C-suite positions, as well as successful entrepreneurs, investment bankers, and certain specialized medical professionals like neurosurgeons. These roles typically require extensive experience, advanced skills, and often involve leadership, high responsibility, and long working hours.

Who is the CEO of Simplicity?

Simplicity Group is a company, not a specific job role, so it does not have a CEO related to a job title. If you are referring to the company's leadership, the CEO may change over time and should be verified through official company sources or recent press releases.
What job categories do people searching Simplicity Group jobs in Arizona look for? The top searched job categories for Simplicity Group jobs in Arizona are:
What cities in Arizona are hiring for Simplicity Group jobs? Cities in Arizona with the most Simplicity Group job openings:
Infographic showing various Simplicity Group job openings in Arizona as of July 2026, with employment types broken down into 100% Full Time. Highlights an 90% In-person, and 10% Hybrid job distribution.
Advisor Development Consultant

Advisor Development Consultant

Simplicity Group Holdings

Phoenix, AZ • On-site

$70K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 17 days ago


Job description

Position Title: Advisor Development Consultant (ADC)

Reports to: Principal Partner

Department: Sales

Location: 2929 N Central Ave, Suite 1400, Phoenix, AZ

Classification: Full-time; Exempt

Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and extraordinary customer service to independent agents/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative.

Primary Responsibilities:

· Make proactive outbound sales calls to:

o Recruit financial advisors

o Train financial advisors on product solutions and marketing programs

o Grow the financial advisor’s practice

· Respond to inbound calls regarding product solutions, marketing programs and practice betterment services

· Meet call activity expectations and monthly sales goals set forth by management

· Participate in continuous training

· Self-develop with industry and product knowledge to remain current with trends and products

· Keep abreast of the competition and changes in the economy and financial markets

· Understand and adhere to the Vision, Mission and Values of Simplicity

· Represent Simplicity in a professional manner at all times

Qualifications:

· At least three years of successful internal sales consultant results

· Proficient in Microsoft Outlook, Word and Excel with accurate typing skills

· Some travel may be required

· College Degree Preferred or Equivalent Work Experience

· State insurance license preferred but not required

· Series 6, 63, 7, 65 or 66 preferred but not required

Core Competencies:

· Enterprising and creative mindset for developing innovative solutions

· Effective prospecting and customer relationship skills

· Ability to ask probing questions to qualify and close business

· Persistent and flexible to overcome call reluctance

· Self–starter with endurance and capacity to thrive in a fast-paced environment

· Ability to think clearly and be objective

· Outgoing, people oriented and highly collaborative

· Effective listening and verbal reasoning skills

· Sufficient vocabulary to communicate effectively under stressful situations

Compensation & Benefits:

Compensation (based on experience)

  • Annual base salary: $40,000
  • Variable Compensation: min $30,000 - $40,000 in year 1 (based on experience)
  • Bonus opportunities
  • This is an exempt position

Benefits

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

Location: 2929 N Central Ave, Suite 1400, Phoenix, AZ 85012; this 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.