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Traffic rank#99,645 Site Rank
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#99,645
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27 yrs
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Popular Questions for simplicity
Newest job postings for simplicity
via ZipRecruiter
posted_at: 2 days agoschedule_type: Full-time
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
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 DescriptionHeadquartered 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 products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 650 employees and 57 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com Show more details...
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 DescriptionHeadquartered 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 products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 650 employees and 57 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com Show more details...
via ZipRecruiter
schedule_type: Full-timesalary: 65K–75K a year
Position Title: Advisor Development Consultant
Reports to: Partner...
Department: Sale
Location: Remote Positions
Classification: Full-time / Exempt
Summary / Job Objective: The objective of this position is to serve as the primary point of contact for supporting advanced planning life insurance sales.
Essential Job Functions: The ADC works closely with the Sales Vice Presidents and our clients to consult on cases, design solutions, create marketing
Position Title: Advisor Development Consultant
Reports to: Partner...
Department: Sale
Location: Remote Positions
Classification: Full-time / Exempt
Summary / Job Objective: The objective of this position is to serve as the primary point of contact for supporting advanced planning life insurance sales.
Essential Job Functions: The ADC works closely with the Sales Vice Presidents and our clients to consult on cases, design solutions, create marketing material, deliver presentations, provide training, and offer updates on insurance products, tax, and regulatory changes specific to the industry. The ADC acts as a consultant and liaison to the sales force and a business partner to our clients, by providing answers to specific questions.
Primary Responsibilities:
· Communicate planning strategies using life insurance and other financial planning concepts to the SVP’s and our clients over the phone, via webinar, and in person, to promote the sale of life, disability, LTC and annuity insurance products
· Create and maintain relationships with life insurance carriers
· Consult on cases and provide technical expertise on strategies that further life insurance sales
· Work with operations to enable the use of life insurance in advanced planning strategies
Qualifications:
· Bachelor’s degree in a business-related field, preferred
· 7+ of experience in business, estate, and wealth transfer planning
· State Insurance Licenses
· FINRA Series 6 and 63 licenses preferred
· One or more of the following: CFP, CLU, ChFC, CPA certifications preferred
· In-depth knowledge of in the use and taxation of annuities, life insurance, disability and Long Term Care.
Core Competencies:
· Advanced Marketing experience, with knowledge of carriers and products
· Proficiency in Microsoft Excel, Word, PowerPoint, and Google Drive
· Written, and verbal communication skills
· Relationship building and interpersonal skills
· Ability to work autonomously in a collegial environment, and be customer focused
Compensation & Benefits:
Compensation (based on experience)
· Base salary: $65,000 - $75,000 / year
· This is an Exempt position
Benefits
● Employee benefits (medical, dental, vision, life insurance, other)
● 401k with employer match
● Paid Time Off
● Paid parking
Location: This is a fully remote role
Company DescriptionHeadquartered 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 products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 650 employees and 57 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com Show more details...
Reports to: Partner...
Department: Sale
Location: Remote Positions
Classification: Full-time / Exempt
Summary / Job Objective: The objective of this position is to serve as the primary point of contact for supporting advanced planning life insurance sales.
Essential Job Functions: The ADC works closely with the Sales Vice Presidents and our clients to consult on cases, design solutions, create marketing material, deliver presentations, provide training, and offer updates on insurance products, tax, and regulatory changes specific to the industry. The ADC acts as a consultant and liaison to the sales force and a business partner to our clients, by providing answers to specific questions.
Primary Responsibilities:
· Communicate planning strategies using life insurance and other financial planning concepts to the SVP’s and our clients over the phone, via webinar, and in person, to promote the sale of life, disability, LTC and annuity insurance products
· Create and maintain relationships with life insurance carriers
· Consult on cases and provide technical expertise on strategies that further life insurance sales
· Work with operations to enable the use of life insurance in advanced planning strategies
Qualifications:
· Bachelor’s degree in a business-related field, preferred
· 7+ of experience in business, estate, and wealth transfer planning
· State Insurance Licenses
· FINRA Series 6 and 63 licenses preferred
· One or more of the following: CFP, CLU, ChFC, CPA certifications preferred
· In-depth knowledge of in the use and taxation of annuities, life insurance, disability and Long Term Care.
Core Competencies:
· Advanced Marketing experience, with knowledge of carriers and products
· Proficiency in Microsoft Excel, Word, PowerPoint, and Google Drive
· Written, and verbal communication skills
· Relationship building and interpersonal skills
· Ability to work autonomously in a collegial environment, and be customer focused
Compensation & Benefits:
Compensation (based on experience)
· Base salary: $65,000 - $75,000 / year
· This is an Exempt position
Benefits
● Employee benefits (medical, dental, vision, life insurance, other)
● 401k with employer match
● Paid Time Off
● Paid parking
Location: This is a fully remote role
Company DescriptionHeadquartered 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 products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 650 employees and 57 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com Show more details...
via ZipRecruiter
schedule_type: Full-timesalary: 55K–65K a year
Position Title: Commission Analyst
Reports to: Commissions Manager...
Department: Finance/Commissions
Location: 86 Summit Avenue, Summit, NJ; in-office position
Classification: Full-time / Exempt
Summary / Job Objective:
This position is responsible for commission and production processing and reporting. As a part of our Finance team, you will have the responsibility of working through many processes and using your skills to drive the business
Position Title: Commission Analyst
Reports to: Commissions Manager...
Department: Finance/Commissions
Location: 86 Summit Avenue, Summit, NJ; in-office position
Classification: Full-time / Exempt
Summary / Job Objective:
This position is responsible for commission and production processing and reporting. As a part of our Finance team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company in a critical role and learn our business while taking the next step of your career. In this role, you will be working closely with Finance, Operations and Sales Team and be responsible for understanding the various commissions structures/schedules across our businesses.
Primary Responsibilities:
· Process monthly commissions, sales incentives and quarterly bonuses; this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payment
· Summarize and communicate commission data to participants including maintaining dashboards and reports
· Calculate and audit commission/incentive award payments to sales personnel based on commission plan provisions
· Maintain an accurate trackable record of commissions and supporting data
· Review and enter commission data into CRM
· Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process
· Audit of commission statements to ensure the organization is receiving correct payments
· Trouble shooting commission issues and resolve through analysis and investigation
· Assist in documenting, identifying, monitoring and proactively improving business processes and controls related to areas of responsibility
· Maintain and update internal commission grids
· Perform other duties as assigned
· Maintain strict confidentiality in all aspects of the job
Qualifications:
· 3+ years of experience in commissions or accounting/finance field
· Bachelor’s Degree required (Finance, economics or similar)
· Strong math skills/ analytical thinking skills/ accounting background
· Strong computer skills – Excel (formulas, pivot tables)
· Salesforce.com experience a huge plus, but not required
· Detail orientated and comfortable working with large data sets
· Willing to take ownership of the position
· Ability to understand the time standards and order of work flow to complete the prime responsibilities
Core Competencies:
· Possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization
· Able to work successfully in a team environment as well as independently
· Ability to handle change and be effective in a fast-past environment
· Strong time management skills with ability to prioritize tasks and meet deadlines
· Excellent written and verbal communication skills
· Ability to take detailed notes on processes and procedures
· Self-motivated/directed
· Excellent organizational skills
Compensation & Benefits:
Compensation (based on experience)
• Base salary: $55,000 - $65,000
• One-Time Sign-on Bonus: $1,500 (paid after 90 days)
• This is an Exempt position
• Annual performance bonus target: 5%
Benefits
• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking
Location: 86 Summit Avenue, Summit, NJ; **this role is an in-office position
Company DescriptionHeadquartered 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 products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 650 employees and 57 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com Show more details...
Reports to: Commissions Manager...
Department: Finance/Commissions
Location: 86 Summit Avenue, Summit, NJ; in-office position
Classification: Full-time / Exempt
Summary / Job Objective:
This position is responsible for commission and production processing and reporting. As a part of our Finance team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company in a critical role and learn our business while taking the next step of your career. In this role, you will be working closely with Finance, Operations and Sales Team and be responsible for understanding the various commissions structures/schedules across our businesses.
Primary Responsibilities:
· Process monthly commissions, sales incentives and quarterly bonuses; this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payment
· Summarize and communicate commission data to participants including maintaining dashboards and reports
· Calculate and audit commission/incentive award payments to sales personnel based on commission plan provisions
· Maintain an accurate trackable record of commissions and supporting data
· Review and enter commission data into CRM
· Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process
· Audit of commission statements to ensure the organization is receiving correct payments
· Trouble shooting commission issues and resolve through analysis and investigation
· Assist in documenting, identifying, monitoring and proactively improving business processes and controls related to areas of responsibility
· Maintain and update internal commission grids
· Perform other duties as assigned
· Maintain strict confidentiality in all aspects of the job
Qualifications:
· 3+ years of experience in commissions or accounting/finance field
· Bachelor’s Degree required (Finance, economics or similar)
· Strong math skills/ analytical thinking skills/ accounting background
· Strong computer skills – Excel (formulas, pivot tables)
· Salesforce.com experience a huge plus, but not required
· Detail orientated and comfortable working with large data sets
· Willing to take ownership of the position
· Ability to understand the time standards and order of work flow to complete the prime responsibilities
Core Competencies:
· Possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization
· Able to work successfully in a team environment as well as independently
· Ability to handle change and be effective in a fast-past environment
· Strong time management skills with ability to prioritize tasks and meet deadlines
· Excellent written and verbal communication skills
· Ability to take detailed notes on processes and procedures
· Self-motivated/directed
· Excellent organizational skills
Compensation & Benefits:
Compensation (based on experience)
• Base salary: $55,000 - $65,000
• One-Time Sign-on Bonus: $1,500 (paid after 90 days)
• This is an Exempt position
• Annual performance bonus target: 5%
Benefits
• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking
Location: 86 Summit Avenue, Summit, NJ; **this role is an in-office position
Company DescriptionHeadquartered 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 products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 650 employees and 57 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com Show more details...
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