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Simplicity Group Jobs in Texas (NOW HIRING)

Simplicity Group Holdings

Be Seen First

Client Support Specialist (Plano, TX or Clearwater, FL)

Plano, TX · On-site

$60K - $70K/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

Be Seen First

Client Support Specialist (Plano, TX or Clearwater, FL)

Plano, TX · On-site

$60K - $70K/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

Business Analyst

Plano, TX · On-site

$85K - $99K/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

Business Analyst

Plano, TX · On-site

$85K - $99K/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 ...

ExxonMobil

Natural Gas Scheduler

Spring, TX

Job Group Capability Supply Chain Job Group Supply Chain Planning & Optimization Job Role ... For convenience and simplicity, those terms and terms like corporation, company, our, we and its ...

ExxonMobil

Natural Gas Scheduler

Spring, TX · On-site

Job Group Capability Supply Chain Job Group Supply Chain Planning & Optimization Job Role ... For convenience and simplicity, those terms and terms like corporation, company, our, we and its ...

ExxonMobil

Natural Gas Scheduler

Spring, TX · On-site

Job Group Capability Supply Chain Job Group Supply Chain Planning & Optimization Job Role ... For convenience and simplicity, those terms and terms like corporation, company, our, we and its ...

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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 are popular job titles related to Simplicity Group jobs in Texas? For Simplicity Group jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Simplicity Group jobs in Texas look for? The top searched job categories for Simplicity Group jobs in Texas are:
Simplicity Group jobs near you
Infographic showing various Simplicity Group job openings in Texas as of July 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 100% In-person job distribution.
Client Support Specialist (Plano, TX or Clearwater, FL)

Client Support Specialist (Plano, TX or Clearwater, FL)

Simplicity Group Holdings

Plano, TX • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Position:            Client Support Specialist                        

Reports to:        Client Support Operations Lead

Department:     Leveraged Life Solutions

Location:           5850 Granite Pkwy, Plano, TX 75024 OR 1499 Gulf to Bay Blvd, Clearwater FL 33755

Classification:   Full-time; Exempt

 

Summary / Job Objective:  The Client Support Specialist is the administrative and operational engine of the Lifecycle Management vertical within the Leveraged Life Solutions division. This vital role is designed to lift the administrative burden off the active renewal and origination teams by executing flawless policy servicing, system data management, and general case setup. Focusing exclusively on the leveraged life insurance policies of Traditional Premium Finance and Kai-Zen. The Specialist ensures that all case data is accurate, up-to-date, and progressing smoothly through the internal pipeline to support the "One Simplicity" vision.

 

Primary Responsibilities:

·       Case Management & Inbox Support:  Monitor and manage  the daily flow of service requests. Act as the primary point of contact for incoming service requests, missing requirements, and general administrative inquiries from internal teams.

·       Data Entry & Integrity:  Accurately enter and maintain  critical policy, client, and lender data within the Salesforce CRM. Ensure all active leveraged cases are properly tagged, tracked, and updated throughout their lifecycle.

·       Administrative Policy Servicing:  Execute routine administrative  policy changes by coordinating directly with insurance carrier back-offices. This includes processing beneficiary updates, ownership changes, collateral assignments, allocation changes, and billing adjustments.

·       Renewal & Origination Backup:  Provide essential administrative  overflow support to the Annual Renewal and Loan Origination teams during peak processing seasons, assisting with the collection, organization, and filing of required financial documents and executed service forms.

·       Workflow Execution:  Follow strict operational workflows and Service Level Agreements (SLAs) to ensure rapid case turnaround times, elevating the overall service experience for advisors and high-net-worth clients.

Qualifications:

·       Bachelor’s degree in Business Administration, Finance, or a related field (or equivalent professional experience), preferred.

·       1-3 years of experience in life insurance operations, administrative support, or financial services case management.

·       High-level proficiency with CRM platforms (Salesforce strongly preferred) and digital document management systems.

·       Exceptional organizational skills and a high degree of accuracy when handling complex data entry.

·       Familiarity with life insurance terminology and general policy administration is highly preferred.

·       Experience with Salesforce and data entry strongly preferred

 

Core Competencies:

·       High Attention to Detail

·       Time Management & Task Prioritization

·       Cross-Functional Team Support

Compensation & Benefits:

Compensation (based on experience)

  • Base salary:  $60,000 - $70,000, exempt
  • Annual performance bonus target: 10%

Benefits

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

Locations:    5850 Granite Pkwy, Plano, TX 75024 OR

                     1499 Gulf to Bay Blvd, Clearwater FL 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.