ZipRecruiter

Log In

1

Simplicity Group Jobs (NOW HIRING)

Simplicity Group Holdings

Be Seen First

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 ...

Simplicity Group Holdings

Be Seen First

Product Marketing Diretor (Annuities / DI)

Boston, MA · On-site

$100K - $124K/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

Financial Advisor, established book to maintain and build

Plano, TX · On-site

$50K - $60K/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 ...

next page

Showing results 1-20

All JobsSimplicity Group Jobs

Simplicity Group information

See salary details

$91.5K

$94.5K

$97K

How much do simplicity group jobs pay per year?

As of Jul 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 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.
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 June 2026, with employment types broken down into 100% Full Time. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $94,462 per year, or $45.4 per hour.
Cash Reconciliation Associate / AR Support

Cash Reconciliation Associate / AR Support

Simplicity Group Holdings

Summit, NJ • On-site

$54K - $58K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Position Title: Cash Application Analyst

Reports to: Director, Accounting

Department: Finance

Location: 475 Springfield Ave, Summit, NJ; in-office position

Classification: Full-time; Exempt

Summary / Job Objective: We are seeking a detail-oriented and analytical Cash Application Analyst to join our finance team. This position requires a professional individual who has analytical and problem-solving skills and knowledge of all aspects of cash application and bank reconciliations. This person should be able to work well under pressure and must be comfortable in a friendly but fast paced environment and have the ability to multi-task.

Primary Responsibilities:

· Enter banking transactions into accounting software daily

· Perform bank reconciliations for multiple companies and accounts

· Prepare weekly check deposits

· Apply deposits from multiple bank accounts to invoices

· Verify and maintain accurate accounts receivable and cash application balances across multiple entities

· Research and reconcile discrepancies between cash and accounts receivable reports and the general ledger

· Assist with the month end close process and adhering to deadlines

· Support the financial audit by gathering data and preparing schedules

· Reconcile financial discrepancies by analyzing account information

· Ad hoc projects

Qualifications:

· 5+ years of experience in cash management / accounts receivable / accounting

· Bachelor’s degree in accounting or related field preferred but not required

· Knowledge of accounting & corporate finance principles and procedures

· Proficient computer skills (excel a must)

· NetSuite experience a plus

Core Competencies:

· Highly organized and detail oriented

· Strong written and verbal communication skills

· Ability to prioritize and multi-task in a fast-paced work environment

· Able to complete tasks accurately and timely with minimal supervision

· Proven ability to successfully work within a team, as well as independently

Compensation & Benefits:

Compensation (based on experience)

  • Base salary: $54,000 - $58,000; exempt
  • Annual performance bonus target: 5%

Benefits

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

Location: 475 Springfield Ave, Summit, NJ 07901; this is an in-office position, 8:30a – 5:00p Mon-Fri

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.