Monticello, MN · Remote
$40K - $50K/yr
Sales Associate - Life Position Reports To: Sales Director Essential Job Function: The Sales ... of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing ...
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Monticello, MN · Remote
$40K - $50K/yr
Sales Associate - Life Position Reports To: Sales Director Essential Job Function: The Sales ... of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing ...
San Diego, CA · On-site
$60K - $75K/yr
Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office ... Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab ...
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San Diego, CA · On-site
$60K - $75K/yr
Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office ... Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab ...
Bloomington, MN · On-site
$60K - $75K/yr
Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office ... Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab ...
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Bloomington, MN · On-site
$60K - $75K/yr
Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office ... Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab ...
Bloomington, MN · On-site
$60K - $75K/yr
Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office ... Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab ...
Quick apply
Bloomington, MN · On-site
$60K - $75K/yr
Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office ... Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab ...
Summit, NJ · On-site
$54K - $58K/yr
... accounts receivable and cash application balances across multiple entities · Research and ... of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing ...
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Summit, NJ · On-site
$54K - $58K/yr
... accounts receivable and cash application balances across multiple entities · Research and ... of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing ...
Summit, NJ · On-site
$54K - $58K/yr
... accounts receivable and cash application balances across multiple entities · Research and ... of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing ...
Quick apply
Summit, NJ · On-site
$54K - $58K/yr
... accounts receivable and cash application balances across multiple entities · Research and ... of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing ...
Durham, NC · On-site
$65K - $76K/yr
Essential Job Functions: · Prepare and process new account paperwork, account maintenance requests ... of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing ...
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Durham, NC · On-site
$65K - $76K/yr
Essential Job Functions: · Prepare and process new account paperwork, account maintenance requests ... of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing ...
Durham, NC · On-site
$65K - $76K/yr
Essential Job Functions: · Prepare and process new account paperwork, account maintenance requests ... of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing ...
Quick apply
Durham, NC · On-site
$65K - $76K/yr
Essential Job Functions: · Prepare and process new account paperwork, account maintenance requests ... of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing ...
Plano, TX · On-site
$85K - $99K/yr
... management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group ...
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Plano, TX · On-site
$85K - $99K/yr
... management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group ...
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
Quick apply
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
Spring, TX · On-site
$44K - $48K/yr
Operations Manager Summary: The objective of this role is to ensure the application process is as ... Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well ...
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Spring, TX · On-site
$44K - $48K/yr
Operations Manager Summary: The objective of this role is to ensure the application process is as ... Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well ...
Atlanta, GA · On-site
$40K/yr
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
Quick apply
Atlanta, GA · On-site
$40K/yr
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
Quick apply
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
Metairie, LA · On-site
$45K/yr
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
Quick apply
Metairie, LA · On-site
$45K/yr
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
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Clearwater, FL · On-site
$50K/yr
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
Quick apply
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Clearwater, FL · On-site
$50K/yr
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
Phoenix, AZ · On-site
$90K - $105K/yr
This individual will collaborate closely with national account managers and external partners to ... Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well ...
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Phoenix, AZ · On-site
$90K - $105K/yr
This individual will collaborate closely with national account managers and external partners to ... Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well ...
Boston, MA · On-site
$90K - $105K/yr
This individual will collaborate closely with national account managers and external partners to ... Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well ...
Quick apply
Boston, MA · On-site
$90K - $105K/yr
This individual will collaborate closely with national account managers and external partners to ... Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well ...
Phoenix, AZ · On-site
$90K - $105K/yr
This individual will collaborate closely with national account managers and external partners to ... Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well ...
Quick apply
Phoenix, AZ · On-site
$90K - $105K/yr
This individual will collaborate closely with national account managers and external partners to ... Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well ...
Boston, MA · On-site
$90K - $105K/yr
This individual will collaborate closely with national account managers and external partners to ... Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well ...
Quick apply
Boston, MA · On-site
$90K - $105K/yr
This individual will collaborate closely with national account managers and external partners to ... Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well ...
Be Seen First
Clearwater, FL · On-site
$60K - $70K/yr
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
Quick apply
Be Seen First
Clearwater, FL · On-site
$60K - $70K/yr
... Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast ...
$40K - $50K/yr
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 2 days ago
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
Qualifications:
· 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
Compensation:
● 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)
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 financial institutions, as well as 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 $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 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.
Sourced by ZipRecruiter
Finance and insurance
201 - 500 Employees
Summit, NJ, US
2016