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Most recent job postings at 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...
via ZipRecruiter
schedule_type: Full-timework_from_home: 1
Position Title: Advisor Development Consultant
Reports to: Partner...
Department: Annuity & Life Distribution
Location: Remote position
Classification: Full-time, Exempt
Summary / Job Objective:
The Advisor Development Consultant (ADC) is a remote position 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
Reports to: Partner...
Department: Annuity & Life Distribution
Location: Remote position
Classification: Full-time, Exempt
Summary / Job Objective:
The Advisor Development Consultant (ADC) is a remote position 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.
Essential Job Functions:
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:
• Recruit financial advisors
• Train financial advisors on product solutions and marketing programs
• 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
· Ability to get State insurance license preferred but not required
· Ability to get 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:
· Base: up to $40,000, with the potential for a draw against commission
· Variable Comp: 50% off net revenue
· Potential for a bonus award based on Company goals
Benefits
· Employee benefits (health, 401k, life, etc.)
· 401k with employer match
· Paid Time Off
Location: This role is fully remote
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: Annuity & Life Distribution
Location: Remote position
Classification: Full-time, Exempt
Summary / Job Objective:
The Advisor Development Consultant (ADC) is a remote position 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.
Essential Job Functions:
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:
• Recruit financial advisors
• Train financial advisors on product solutions and marketing programs
• 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
· Ability to get State insurance license preferred but not required
· Ability to get 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:
· Base: up to $40,000, with the potential for a draw against commission
· Variable Comp: 50% off net revenue
· Potential for a bonus award based on Company goals
Benefits
· Employee benefits (health, 401k, life, etc.)
· 401k with employer match
· Paid Time Off
Location: This role is fully remote
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: 120K–130K a year
Position Title: Chief Compliance Officer/Simplicity Wealth and Manager/Simplicity Group
Reports to: Director of Compliance Simplicity Group/President Simplicity Wealth...
Department: Compliance
Location: 86 Summit Ave, Suite 303, Summit, NJ 07901; in-office position
Classification: Full-time /Exempt
Summary / Job Objective:
The primary responsibility of the role is serving as the Chief Compliance Officer for Simplicity Wealth, a SEC Registered
Position Title: Chief Compliance Officer/Simplicity Wealth and Manager/Simplicity Group
Reports to: Director of Compliance Simplicity Group/President Simplicity Wealth...
Department: Compliance
Location: 86 Summit Ave, Suite 303, Summit, NJ 07901; in-office position
Classification: Full-time /Exempt
Summary / Job Objective:
The primary responsibility of the role is serving as the Chief Compliance Officer for Simplicity Wealth, a SEC Registered Investment Advisor. The Chief Compliance Officer is responsible for providing counsel and guidance related to the development, refinement, communication, and oversight of all facets of compliance. The role also involves acting as Manager, Compliance for the parent company (Simplicity Group) in which you will partner with Legal, HR and Finance to help create a world class ethics and compliance culture, with programs, policies, and procedures to drive compliance with the Company’s policies and applicable laws and regulations.
Essential Job Functions:
The CCO will be responsible for the development, direction and implementation of company-wide policies and procedures.
Primary Responsibilities:
· Leading a team and supervising the organization's compliance program with a strong emphasis on upholding professional and ethical standards
· Ensuring full compliance with the Investment Advisers Act of 1940 and all pertinent regulations
· Taking charge of the company's Code of Ethics, including the vigilance over conflicts of interest and personal trading activities
· Executing and overseeing the implementation of compliance program policies and procedures, integrating technological solutions as required
· Delivering comprehensive compliance training to team members, advisors and conducting assessments to evaluate program effectiveness
· Preparing and managing regulatory filings, including Form ADV, 13F, and other mandatory reports
· Evaluating third-party research and granting approval for research reports and other data generated by external sources
· Conducting trade surveillance and reviews of electronic communications
· Upholding cybersecurity and information security protocols and practices
· Assisting with legal affairs, encompassing fund formation, confidentiality agreements, and vendor contracts
· Review of marketing materials and other advertising submissions
· Develop a positive and supportive rapport with investment advisors and understand their securities practice
· Guiding the compliance team in a productive, professional way, the compliance team
Qualifications:
· A Bachelor's degree is a prerequisite; while a law or advanced degree is advantageous, it is not obligatory
· Series 7, 24 and 65 are strongly preferred
· A minimum of 8-years of experience in compliance within the financial services sector, preferably with a registered investment adviser
· A robust grasp of the Investment Advisers Act of 1940 and associated regulations
· This position requires full-time, in-office attendance
Competencies:
· Outstanding problem-solving and organizational proficiencies
· Effective communication skills
Compensation & Benefits:
Compensation (based on experience)
· Base salary: $120,000 - $130,000
· This is an Exempt position
· Annual performance bonus target: 20%
Benefits
• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking
Location: 86 Summit Ave Suite #303, Summit, NJ 07901
This position may require limited travel.
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: Director of Compliance Simplicity Group/President Simplicity Wealth...
Department: Compliance
Location: 86 Summit Ave, Suite 303, Summit, NJ 07901; in-office position
Classification: Full-time /Exempt
Summary / Job Objective:
The primary responsibility of the role is serving as the Chief Compliance Officer for Simplicity Wealth, a SEC Registered Investment Advisor. The Chief Compliance Officer is responsible for providing counsel and guidance related to the development, refinement, communication, and oversight of all facets of compliance. The role also involves acting as Manager, Compliance for the parent company (Simplicity Group) in which you will partner with Legal, HR and Finance to help create a world class ethics and compliance culture, with programs, policies, and procedures to drive compliance with the Company’s policies and applicable laws and regulations.
Essential Job Functions:
The CCO will be responsible for the development, direction and implementation of company-wide policies and procedures.
Primary Responsibilities:
· Leading a team and supervising the organization's compliance program with a strong emphasis on upholding professional and ethical standards
· Ensuring full compliance with the Investment Advisers Act of 1940 and all pertinent regulations
· Taking charge of the company's Code of Ethics, including the vigilance over conflicts of interest and personal trading activities
· Executing and overseeing the implementation of compliance program policies and procedures, integrating technological solutions as required
· Delivering comprehensive compliance training to team members, advisors and conducting assessments to evaluate program effectiveness
· Preparing and managing regulatory filings, including Form ADV, 13F, and other mandatory reports
· Evaluating third-party research and granting approval for research reports and other data generated by external sources
· Conducting trade surveillance and reviews of electronic communications
· Upholding cybersecurity and information security protocols and practices
· Assisting with legal affairs, encompassing fund formation, confidentiality agreements, and vendor contracts
· Review of marketing materials and other advertising submissions
· Develop a positive and supportive rapport with investment advisors and understand their securities practice
· Guiding the compliance team in a productive, professional way, the compliance team
Qualifications:
· A Bachelor's degree is a prerequisite; while a law or advanced degree is advantageous, it is not obligatory
· Series 7, 24 and 65 are strongly preferred
· A minimum of 8-years of experience in compliance within the financial services sector, preferably with a registered investment adviser
· A robust grasp of the Investment Advisers Act of 1940 and associated regulations
· This position requires full-time, in-office attendance
Competencies:
· Outstanding problem-solving and organizational proficiencies
· Effective communication skills
Compensation & Benefits:
Compensation (based on experience)
· Base salary: $120,000 - $130,000
· This is an Exempt position
· Annual performance bonus target: 20%
Benefits
• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking
Location: 86 Summit Ave Suite #303, Summit, NJ 07901
This position may require limited travel.
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–80K a year
Position Title: Financial Planning Consultant
Reports to: Sr. Vice President...
Department: Simplicity Wealth: Planning
Location: 86 Summit Ave, Summit NJ 07901 (in-office)
Classification: Full-time/Exempt
Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a
Position Title: Financial Planning Consultant
Reports to: Sr. Vice President...
Department: Simplicity Wealth: Planning
Location: 86 Summit Ave, Summit NJ 07901 (in-office)
Classification: Full-time/Exempt
Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to all areas of financial services with a primary focus on creating Investment Proposals and conducting portfolio analysis for affiliated Advisors using our proprietary technology platform.
Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Analysis, Investment Proposal Generation & Planning, and Advisor Coaching & Training.
Primary Responsibilities:
· Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video)
· Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting
· Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform
· Services all planning related requests with a focus on providing high quality and timely client experience
· Extensively communicating with internal and external clients using email and phone
· Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone
· Conducts educational Webinars to continue to educate and teach Advisors Planning best practices.
· Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs
· Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated
Qualifications:
· Bachelor’s degree or higher
· Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life)
· Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc)
· Series 65, CFP, CHFc or willingness to obtain any of these is a plus (Company Sponsored)
· Passionate about the client experience and the financial services industry
· Favors direct communication & possesses an ability to receive constructive feedback
· Able to uphold the firm’s purpose, vision, and values high ethical standards.
Core Competencies:
· Strong organizational, prioritization, interpersonal & time management skills
· Strong mathematical and analytical skills
· Excellent communications skills; both verbal and written
· Collaborative and able to work effectively with others
· Flexible team player who is highly adaptable to change and open to new ideas
· Personable attitude and willingness to build relationships with Advisors
· Desire to learn a wide array of subject matter
· Self-starter with ability to work independently
· Problem-solving/troubleshooting ability
· Ability to prioritize and/ or seek assistance in determining task priority
· Willingness to take initiative and proactively follow up with clients without being asked
Compensation & Benefits:
Compensation (based on experience)
• Base salary: $65,000 - $80,000 based on experience and licenses
• This is an exempt position
• Annual performance bonus target: 10%
Benefits
• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking
Location: 86 Summit Ave, Summit NJ 07901; 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: Sr. Vice President...
Department: Simplicity Wealth: Planning
Location: 86 Summit Ave, Summit NJ 07901 (in-office)
Classification: Full-time/Exempt
Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to all areas of financial services with a primary focus on creating Investment Proposals and conducting portfolio analysis for affiliated Advisors using our proprietary technology platform.
Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Analysis, Investment Proposal Generation & Planning, and Advisor Coaching & Training.
Primary Responsibilities:
· Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video)
· Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting
· Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform
· Services all planning related requests with a focus on providing high quality and timely client experience
· Extensively communicating with internal and external clients using email and phone
· Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone
· Conducts educational Webinars to continue to educate and teach Advisors Planning best practices.
· Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs
· Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated
Qualifications:
· Bachelor’s degree or higher
· Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life)
· Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc)
· Series 65, CFP, CHFc or willingness to obtain any of these is a plus (Company Sponsored)
· Passionate about the client experience and the financial services industry
· Favors direct communication & possesses an ability to receive constructive feedback
· Able to uphold the firm’s purpose, vision, and values high ethical standards.
Core Competencies:
· Strong organizational, prioritization, interpersonal & time management skills
· Strong mathematical and analytical skills
· Excellent communications skills; both verbal and written
· Collaborative and able to work effectively with others
· Flexible team player who is highly adaptable to change and open to new ideas
· Personable attitude and willingness to build relationships with Advisors
· Desire to learn a wide array of subject matter
· Self-starter with ability to work independently
· Problem-solving/troubleshooting ability
· Ability to prioritize and/ or seek assistance in determining task priority
· Willingness to take initiative and proactively follow up with clients without being asked
Compensation & Benefits:
Compensation (based on experience)
• Base salary: $65,000 - $80,000 based on experience and licenses
• This is an exempt position
• Annual performance bonus target: 10%
Benefits
• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking
Location: 86 Summit Ave, Summit NJ 07901; 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...
via Indeed
posted_at: 1 day agoschedule_type: Full-time, Part-time, and Temp work
About us
Ageless Simplicity Services is a home health agency in Loudoun County, VA and surrounding counties. We are customer-centric, engaging and collaborative...
Our work environment includes:
• Growth opportunities
• Flexible working hours
• Safe work environment
About us
We are seeking dedicated individuals to join our home health agency team. As a member of our agency, you will play a crucial role in providing high-quality care and
About us
Ageless Simplicity Services is a home health agency in Loudoun County, VA and surrounding counties. We are customer-centric, engaging and collaborative...
Our work environment includes:
• Growth opportunities
• Flexible working hours
• Safe work environment
About us
We are seeking dedicated individuals to join our home health agency team. As a member of our agency, you will play a crucial role in providing high-quality care and support to individuals in their homes. We have multiple positions available that encompass various responsibilities within the agency. Whether you have experience in healthcare or are looking to start a rewarding career in the field, we welcome your application.
If you are passionate about making a difference in people's lives and enjoy providing care in a home setting, we invite you to apply for one of our home health agency positions. Join our team and contribute to the well-being and independence of individuals in need.We are customer-centric, challenging and collaborative.
Our work environment includes:
• Growth opportunities
• Flexible working hours
• On-the-job training
About Ageless Simplicity Services
About This Role
Ageless Simplicity Services is looking for a compassionate, caring, and dedicated Home Health Aide. We are seeking a professional, dependable, and dedicated individual. As part of your success, you will ensure the proper care and management of the patients that you are entrusted to care for. It is the responsibility of all members of the Home Health Aide team to provide quality, compassionate care to all our patients.
Benefits
• Competitive Pay
Ongoing Professional Development and Training Seminars
Flexible Schedule
Responsibilities
• Assist residents in daily living activities such as bathing, dressing, grooming, cooking, toileting, and transferring.
• Assist residents with activities of daily living as prescribed by the healthcare providers.
• Provide support to patients as needed. This includes assisting with activities of daily living, medication reminders, and personal needs.
• Document in-home care services effectively and consistently improve residents’ quality of life.
• Actively communicate with patients and their families to provide support and information on medical care.
Qualifications Required Qualifications: Home Health Aide Certification (CNA or HHA) Home Health Aide (HHA) Certification from an accredited Home Health Agency Current CPR Current Medical Card Ability to read, write and speak English.
Job Types: Full-time, Part-time, PRN, Temporary
Pay: From $16.00 per hour
Benefits:
• Caregiver leave
• Employee discount
• Flexible schedule
• Opportunities for advancement
• Paid training
• Referral program
• Safety equipment provided
Medical specialties:
• Home Health
Standard shift:
• Day shift
• Evening shift
• Night shift
• Overnight shift
Supplemental schedule:
• Extended hours
• Holidays
• On call
Weekly schedule:
• Every weekend
• Monday to Friday
• No weekends
• Rotating weekends
• Weekends as needed
• Weekends only
Work setting:
• In-person
• Live-in
• Long term care
• Outpatient
Application Question(s):
• help clients with mobility and transfer, assist with meal preparation, document and report any changes in clients conditions to nursing administrator
• What shifts and hours are you available to work?
Experience:
• personal care service: 1 year (Preferred)
License/Certification:
• CNA (Preferred)
• Driver's License (Required)
Willingness to travel:
• 25% (Preferred)
Work Location: In person Show more details...
Ageless Simplicity Services is a home health agency in Loudoun County, VA and surrounding counties. We are customer-centric, engaging and collaborative...
Our work environment includes:
• Growth opportunities
• Flexible working hours
• Safe work environment
About us
We are seeking dedicated individuals to join our home health agency team. As a member of our agency, you will play a crucial role in providing high-quality care and support to individuals in their homes. We have multiple positions available that encompass various responsibilities within the agency. Whether you have experience in healthcare or are looking to start a rewarding career in the field, we welcome your application.
If you are passionate about making a difference in people's lives and enjoy providing care in a home setting, we invite you to apply for one of our home health agency positions. Join our team and contribute to the well-being and independence of individuals in need.We are customer-centric, challenging and collaborative.
Our work environment includes:
• Growth opportunities
• Flexible working hours
• On-the-job training
About Ageless Simplicity Services
About This Role
Ageless Simplicity Services is looking for a compassionate, caring, and dedicated Home Health Aide. We are seeking a professional, dependable, and dedicated individual. As part of your success, you will ensure the proper care and management of the patients that you are entrusted to care for. It is the responsibility of all members of the Home Health Aide team to provide quality, compassionate care to all our patients.
Benefits
• Competitive Pay
Ongoing Professional Development and Training Seminars
Flexible Schedule
Responsibilities
• Assist residents in daily living activities such as bathing, dressing, grooming, cooking, toileting, and transferring.
• Assist residents with activities of daily living as prescribed by the healthcare providers.
• Provide support to patients as needed. This includes assisting with activities of daily living, medication reminders, and personal needs.
• Document in-home care services effectively and consistently improve residents’ quality of life.
• Actively communicate with patients and their families to provide support and information on medical care.
Qualifications Required Qualifications: Home Health Aide Certification (CNA or HHA) Home Health Aide (HHA) Certification from an accredited Home Health Agency Current CPR Current Medical Card Ability to read, write and speak English.
Job Types: Full-time, Part-time, PRN, Temporary
Pay: From $16.00 per hour
Benefits:
• Caregiver leave
• Employee discount
• Flexible schedule
• Opportunities for advancement
• Paid training
• Referral program
• Safety equipment provided
Medical specialties:
• Home Health
Standard shift:
• Day shift
• Evening shift
• Night shift
• Overnight shift
Supplemental schedule:
• Extended hours
• Holidays
• On call
Weekly schedule:
• Every weekend
• Monday to Friday
• No weekends
• Rotating weekends
• Weekends as needed
• Weekends only
Work setting:
• In-person
• Live-in
• Long term care
• Outpatient
Application Question(s):
• help clients with mobility and transfer, assist with meal preparation, document and report any changes in clients conditions to nursing administrator
• What shifts and hours are you available to work?
Experience:
• personal care service: 1 year (Preferred)
License/Certification:
• CNA (Preferred)
• Driver's License (Required)
Willingness to travel:
• 25% (Preferred)
Work Location: In person Show more details...
via ZipRecruiter
schedule_type: Full-timesalary: 65K–90K a year
Position Title: QA Analyst
Reports to: VP, Product Development...
Department: Technology
Location: 3600 American Blvd W., Suite 700, Minneapolis, MN 55431 / In-Office Position
Classification: Full-time; Exempt
Summary / Job Objective: The Quality Assurance Analyst will assist our growing team in continuing to expand our quality control framework to meet the needs of our expanding technology offerings. This role will work closely with the product
Position Title: QA Analyst
Reports to: VP, Product Development...
Department: Technology
Location: 3600 American Blvd W., Suite 700, Minneapolis, MN 55431 / In-Office Position
Classification: Full-time; Exempt
Summary / Job Objective: The Quality Assurance Analyst will assist our growing team in continuing to expand our quality control framework to meet the needs of our expanding technology offerings. This role will work closely with the product and development teams to create and execute detailed test scenarios, as well as work within the Q/A team to expand our testing capabilities and consistency.
Essential Job Functions: The Quality Assurance Analyst will create and execute software tests, focusing on system completeness and overall user experience. They will also design Q/A best practices and develop repeatable Q/A processes to institutionalize the department. This role represents the customer to our development teams and a reviewer to our product team. Strong documentation and organizational skills will be essential to success in this role.
Primary Responsibilities:
· Work with the appropriate resources to define and write Functional and Technical Testable Requirements (Waterfall) and/or User Stories and Acceptance Criteria (Agile)
· Have a complete understanding of all functional and technical Requirements and/or Acceptance Criteria
· Work with the QA Lead to create the Level of Effort (LOE) estimate for all testing activities within the project
· Work with the QA Lead to create the Test Plan
· Work with Business Analyst, Developers, and DBA’s in defining detailed and reusable Functional, System Integration, and Regression test cases and completing the Requirements Traceability Matrix
· Execute manual and automation Test Cases for various test types (smoke, functional, regression, etc.)
· Provide support to the UAT team, if requested
· Complete required QA documentation in an accurate and timely manner. Provide edits to QA documentation as necessary if the project’s Requirements change, if the scope changes, if the testing schedule changes, etc.
· Execute all Test Cases according to the Test Plan or explain why risk-based / priority testing is executed
Qualifications:
· 3+ years’ experience with modern Q/A methodologies
· Experience reading/writing User Stories and Business requirements and interpreting them as a user
· Experience working in Agile and Kanban development frameworks
· Experience creating and executing test scripts
· Experience designing test data and test documentation
· Experience with Jira or other agile management systems
· Preferred: U/X experience, creating mock-ups and stories for improved user interactions. Strong documentation and organizational skills
· Preferred: Financial systems background, particularly in wealth management and/or wholesale insurance
Core Competencies:
· Exceptional written communication skills
· Strong documentation and organizational skills
· Desire to expand industry knowledge and lead Q/A projects
· Proven success working both independently and within a team environment
Compensation & Benefits:
Compensation (based on experience)
• Base salary range: $65,000 -$90,000
• This is an Exempt position
• Annual performance bonus target: 7%
Benefits
• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
Location: 3600 American Blvd W., Suite 700, Minneapolis, MN 55431 / this is a full-time, 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: VP, Product Development...
Department: Technology
Location: 3600 American Blvd W., Suite 700, Minneapolis, MN 55431 / In-Office Position
Classification: Full-time; Exempt
Summary / Job Objective: The Quality Assurance Analyst will assist our growing team in continuing to expand our quality control framework to meet the needs of our expanding technology offerings. This role will work closely with the product and development teams to create and execute detailed test scenarios, as well as work within the Q/A team to expand our testing capabilities and consistency.
Essential Job Functions: The Quality Assurance Analyst will create and execute software tests, focusing on system completeness and overall user experience. They will also design Q/A best practices and develop repeatable Q/A processes to institutionalize the department. This role represents the customer to our development teams and a reviewer to our product team. Strong documentation and organizational skills will be essential to success in this role.
Primary Responsibilities:
· Work with the appropriate resources to define and write Functional and Technical Testable Requirements (Waterfall) and/or User Stories and Acceptance Criteria (Agile)
· Have a complete understanding of all functional and technical Requirements and/or Acceptance Criteria
· Work with the QA Lead to create the Level of Effort (LOE) estimate for all testing activities within the project
· Work with the QA Lead to create the Test Plan
· Work with Business Analyst, Developers, and DBA’s in defining detailed and reusable Functional, System Integration, and Regression test cases and completing the Requirements Traceability Matrix
· Execute manual and automation Test Cases for various test types (smoke, functional, regression, etc.)
· Provide support to the UAT team, if requested
· Complete required QA documentation in an accurate and timely manner. Provide edits to QA documentation as necessary if the project’s Requirements change, if the scope changes, if the testing schedule changes, etc.
· Execute all Test Cases according to the Test Plan or explain why risk-based / priority testing is executed
Qualifications:
· 3+ years’ experience with modern Q/A methodologies
· Experience reading/writing User Stories and Business requirements and interpreting them as a user
· Experience working in Agile and Kanban development frameworks
· Experience creating and executing test scripts
· Experience designing test data and test documentation
· Experience with Jira or other agile management systems
· Preferred: U/X experience, creating mock-ups and stories for improved user interactions. Strong documentation and organizational skills
· Preferred: Financial systems background, particularly in wealth management and/or wholesale insurance
Core Competencies:
· Exceptional written communication skills
· Strong documentation and organizational skills
· Desire to expand industry knowledge and lead Q/A projects
· Proven success working both independently and within a team environment
Compensation & Benefits:
Compensation (based on experience)
• Base salary range: $65,000 -$90,000
• This is an Exempt position
• Annual performance bonus target: 7%
Benefits
• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
Location: 3600 American Blvd W., Suite 700, Minneapolis, MN 55431 / this is a full-time, 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: 40K–45K a year
Position Title: Commissions Specialist
Reports to: Commissions Manager...
Department: Finance / Commissions
Location: 2929 N Central Ave, Phoenix, AZ; in-office position
Classification: Full-time / Exempt
Summary / Job Objective: As part of the Commissions team, you will be responsible for inputting important information from our top insurance carriers into our various systems and check lists. Over time you will gain the training and confidence
Position Title: Commissions Specialist
Reports to: Commissions Manager...
Department: Finance / Commissions
Location: 2929 N Central Ave, Phoenix, AZ; in-office position
Classification: Full-time / Exempt
Summary / Job Objective: As part of the Commissions team, you will be responsible for inputting important information from our top insurance carriers into our various systems and check lists. Over time you will gain the training and confidence you need to research any questionable transactions directly with the carrier. In this role, you will be working closely with Operations Team and be responsible for understanding the various commissions schedules across our businesses.
Your industry experience, enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate.
We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise.
Primary Responsibilities:
· Retrieve statements from the carriers via websites, email, mail, etc.
· Analyze data off our commission reports for entry
· Research data
· Accurately enter the commissions data into our CRM system (Salesforce)
· Float to assist teammates with any pending items they need assistance on
· Assist the team with month end entry, as well as the checks and balances process
· Complete special projects as assigned by manager
· Follow detailed lists of instruction without missing steps
Qualifications:
· Possess strong computer skills; MS Office knowledge (Word, Excel) is a must
· Experience with Salesforce a plus but not required
· Experience with Google Workspace a plus
· Minimum of a High school diploma / GED
· 3-5 years of experience in a related position preferred
Core Competencies:
· Ability to provide excellent customer service to both internal and external customers
· Effective time management skills
· Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced sales environment
· Capable of working independently as well as in a team environment
· Excellent organizational skills, attention to detail a must
· Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike
· Ability to react to change in a productive and positive manner
· Ability and willingness to support team to accomplish team goals
Compensation & Benefits:
Compensation (based on experience)
• Base Salary: $40,000-$45,000
• 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: 2929 N Central Ave, Phoenix, AZ; 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: 2929 N Central Ave, Phoenix, AZ; in-office position
Classification: Full-time / Exempt
Summary / Job Objective: As part of the Commissions team, you will be responsible for inputting important information from our top insurance carriers into our various systems and check lists. Over time you will gain the training and confidence you need to research any questionable transactions directly with the carrier. In this role, you will be working closely with Operations Team and be responsible for understanding the various commissions schedules across our businesses.
Your industry experience, enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate.
We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise.
Primary Responsibilities:
· Retrieve statements from the carriers via websites, email, mail, etc.
· Analyze data off our commission reports for entry
· Research data
· Accurately enter the commissions data into our CRM system (Salesforce)
· Float to assist teammates with any pending items they need assistance on
· Assist the team with month end entry, as well as the checks and balances process
· Complete special projects as assigned by manager
· Follow detailed lists of instruction without missing steps
Qualifications:
· Possess strong computer skills; MS Office knowledge (Word, Excel) is a must
· Experience with Salesforce a plus but not required
· Experience with Google Workspace a plus
· Minimum of a High school diploma / GED
· 3-5 years of experience in a related position preferred
Core Competencies:
· Ability to provide excellent customer service to both internal and external customers
· Effective time management skills
· Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced sales environment
· Capable of working independently as well as in a team environment
· Excellent organizational skills, attention to detail a must
· Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike
· Ability to react to change in a productive and positive manner
· Ability and willingness to support team to accomplish team goals
Compensation & Benefits:
Compensation (based on experience)
• Base Salary: $40,000-$45,000
• 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: 2929 N Central Ave, Phoenix, AZ; 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: 50K–60K a year
Position Title: Financial Advisor
Reports to: Partner...
Department: Sales
Location: Phoenix, AZ
Classification: Full-time / Exempt
Summary / Job Objective: Financial Advisors for Simplicity focus on meeting with clients to understand their financial needs while providing holistic planning advice and services to meet goals/objectives.
Essential Job Functions: Provide a holistic approach to financial/retirement planning for clients seeking advice
Position Title: Financial Advisor
Reports to: Partner...
Department: Sales
Location: Phoenix, AZ
Classification: Full-time / Exempt
Summary / Job Objective: Financial Advisors for Simplicity focus on meeting with clients to understand their financial needs while providing holistic planning advice and services to meet goals/objectives.
Essential Job Functions: Provide a holistic approach to financial/retirement planning for clients seeking advice by providing appropriate products and services to meet their specific goals/objectives.
Primary Responsibilities:
· Meet with prospective clients
· Manage sales pipeline
· Develop and present financial/retirement plans
· Onboard clients
· Conduct annual reviews
· Handle client services requests and needs
Qualifications:
· College Degree (Preferred not Required)
· 3+ years of financial services experience
· Insurance License
· Series 65
· Strong understanding of Finance and Financial planning
· Experience with virtual and phone sales is a plus
· Experience with Retirement Planning, Investments, and Financial Advisory
Core Competencies:
· Entrepreneurial mindset
· Results driven
· Strong presenter
· Exceptional verbal and written skills
· Collaborative team player
· Client focused mindset with ability to manage time effectively
Compensation & Benefits:
Compensation (based on experience)
• Base salary: $50,000 - $60,000
• This is an Exempt position
• Commission
• Growth bonus potential
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 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: Partner...
Department: Sales
Location: Phoenix, AZ
Classification: Full-time / Exempt
Summary / Job Objective: Financial Advisors for Simplicity focus on meeting with clients to understand their financial needs while providing holistic planning advice and services to meet goals/objectives.
Essential Job Functions: Provide a holistic approach to financial/retirement planning for clients seeking advice by providing appropriate products and services to meet their specific goals/objectives.
Primary Responsibilities:
· Meet with prospective clients
· Manage sales pipeline
· Develop and present financial/retirement plans
· Onboard clients
· Conduct annual reviews
· Handle client services requests and needs
Qualifications:
· College Degree (Preferred not Required)
· 3+ years of financial services experience
· Insurance License
· Series 65
· Strong understanding of Finance and Financial planning
· Experience with virtual and phone sales is a plus
· Experience with Retirement Planning, Investments, and Financial Advisory
Core Competencies:
· Entrepreneurial mindset
· Results driven
· Strong presenter
· Exceptional verbal and written skills
· Collaborative team player
· Client focused mindset with ability to manage time effectively
Compensation & Benefits:
Compensation (based on experience)
• Base salary: $50,000 - $60,000
• This is an Exempt position
• Commission
• Growth bonus potential
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 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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