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Sales Associate - Life Insurance

Simplicity Group Holdings
Monticello, MN
  • Posted: over a month ago
  • $40,000 to $50,000 Yearly (plus commission)
  • Full-Time
  • Benefits: dental, life insurance, medical, vision, 401k,
Job Description

Department:     Life

Position Title: Sales Associate - Life

Position Reports To: Sales Director

Essential Job Function:  The Sales Associate assists with operational functions, supporting sales and marketing campaigns for the Simplicity Life Insurance Sales Department.  This person will work with advisors and their staff on client cases in conjunction with our dedicated wholesale team for case design consultation.  This is a full-time position.

Primary Responsibilities:

Respond to inbound calls regarding:

○      Case design & Illustrations

○      Product recommendation & Intelligence

○      Pre-sale application and underwriting support

Make Proactive outbound calls to:

○      Recruit Financial Advisors

○      Train financial advisors on product solutions and marketing programs

○      Grow the financial advisor’s 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


·       4-year degree preferred

·       Experience in Life Insurance Industry strongly preferred

Core Competencies:

·       Positive attitude, outgoing and people-oriented

·       Strong communication skills a must

·       Comfortable with cold-calling and prospecting

·       Proven ability to build relationships, especially those through phone calls

·       Effective listening skills

·       Must be collaborative team player

·       Comfortable with rejection


●      Base salary:  $40,000 - $45,000 based on experience

●      Variable Compensation

●      Employee benefits (health, 401k, life, etc.)

●      Paid Time Off

Office Location:  Monticello, Minnesota (remote work a possibility)

Company Description
Headquartered in Summit, New Jersey, Simplicity Group Holdings (“Simplicity”) is one of the nation's largest and fastest-growing financial product distribution companies.

Led by hallmarks of education, value, and partnership, Simplicity provides financial professionals and their clients with a comprehensive suite of products and services for developing and supporting holistic financial planning solutions. Simplicity provides its advisor, agent, broker-dealer, and financial institution partners with best-in-class and proprietary products and operational support in the areas of wealth management, guaranteed income, long-term care, and life insurance. The organization also delivers educational sales and marketing resources to help its partners consistently grow and scale their businesses and improve their service capabilities.

In addition to organic growth, the company is also focused on growth by acquisition, with more than 40 companies joining the organization since 2016. Each of Simplicity's operating businesses is directed by its local management team and benefits from access to Simplicity's group resources.

Simplicity has more than 500 employees and 35 operating subsidiaries across the US. Simplicity is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive the organization’s day-to-day business.

Through partnership with top distribution organizations and technology companies, Simplicity seeks to provide compelling business solutions that will attract the industry's best leadership, talent, advisors, agents, and future partners. For more information, please visit

Simplicity Group Holdings


Monticello, MN



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