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Job Description Job Description
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is the fastest growing financial products distribution business in the country. Led by hallmarks of education, value and partnership, Simplicity Group serves holistic financial professionals and their clients with a comprehensive suite of products and services designed for every phase of life, along with full-service marketing and operational support.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $4.5 billion of financial assets in 2020. The organization has more than 280 employees, 23 operating subsidiaries, and dates its history back 40 years. 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 growth and oversee daily operations.
For more information, please visit simplicitygroup.com. Company Description Simplicity Financial Distributors is a full-service financial products distribution company that specializes in serving the unique needs of partner agencies, broker-dealers, and their affiliated financial advisors. The company was founded in 2007 with the goal of providing its distribution partners with access to best-in-class fixed, fixed indexed, and variable annuity products, and the operational support, training, and marketing programs to grow product sales. Simplicity Financial Distributors joined Simplicity Financial Marketing Group Holdings (“Simplicity Group”) in 2016 to further accelerate its strategic growth and development.\r\n\r\nHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is the fastest growing financial products distribution business in the country. Led by hallmarks of education, value and partnership, Simplicity Group serves holistic financial professionals and their clients with a comprehensive suite of products and services designed for every phase of life, along with full-service marketing and operational support.\r\n\r\nThrough its vast distribution network, Simplicity Group has assisted with the placement of more than $4.5 billion of financial assets in 2020. The organization has more than 280 employees, 23 operating subsidiaries, and dates its history back 40 years. 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 growth and oversee daily operations. \r\n\r\nFor more information, please visit simplicitygroup.com.
Department: Sales
Position Title: Internal Wholesaler
Reports to: National Sales Manager
Essential Job Function:
As an Internal Wholesaler, you will be responsible for acquiring new advisors, maintaining relationships with existing advisors and moving advisors to the next level of production using our market-leading tools and a consultative sales process. We will help you gain the skills needed to succeed as well as provide a consistent flow of new recruiting opportunities to help you build your production.
Primary Responsibilities:
· Recruit agents/advisors and support a book of agents/advisors
· Provide product support, including comparative analysis, quotes and illustrations
· Promote our market-leading marketing programs to your agents/advisors
· Coordinate with our service department to provide L&A, new business and support to your agents/advisors
· Promote product ideas to your agents/advisors
Qualifications:
· 1-3 years of experience in sales or other relevant job experience
· Basic understanding of financial markets and retirement trends
· Ability to use social media to increase sales effectiveness
· Ability to pass the insurance and/or securities examinations
· College degree preferred
Core Competencies:
· Strong communication skills
· Strong telephonic skills
· Self-starter that thrives on high activity in a high-energy environment
· Personal Effectiveness / Credibility
· Demonstrates professionalism and business acumen
· Willing to accept constructive feedback in order to grow professionally
Compensation:
· Competitive base salary plus Bonus
· Employee benefits (health, 401K, life, etc)
· Paid Time Off / Paid Holiday Closings
Location : Glastonbury, CT or Monticello, MN
Company Description Simplicity Financial Distributors is a full-service financial products distribution company that specializes in serving the unique needs of partner agencies, broker-dealers, and their affiliated financial advisors. The company was founded in 2007 with the goal of providing its distribution partners with access to best-in-class fixed, fixed indexed, and variable annuity products, and the operational support, training, and marketing programs to grow product sales. Simplicity Financial Distributors joined Simplicity Financial Marketing Group Holdings (“Simplicity Group”) in 2016 to further accelerate its strategic growth and development.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is the fastest growing financial products distribution business in the country. Led by hallmarks of education, value and partnership, Simplicity Group serves holistic financial professionals and their clients with a comprehensive suite of products and services designed for every phase of life, along with full-service marketing and operational support.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $4.5 billion of financial assets in 2020. The organization has more than 280 employees, 23 operating subsidiaries, and dates its history back 40 years. 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 growth and oversee daily operations.
For more information, please visit simplicitygroup.com. Company Description Simplicity Financial Distributors is a full-service financial products distribution company that specializes in serving the unique needs of partner agencies, broker-dealers, and their affiliated financial advisors. The company was founded in 2007 with the goal of providing its distribution partners with access to best-in-class fixed, fixed indexed, and variable annuity products, and the operational support, training, and marketing programs to grow product sales. Simplicity Financial Distributors joined Simplicity Financial Marketing Group Holdings (“Simplicity Group”) in 2016 to further accelerate its strategic growth and development.\r\n\r\nHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is the fastest growing financial products distribution business in the country. Led by hallmarks of education, value and partnership, Simplicity Group serves holistic financial professionals and their clients with a comprehensive suite of products and services designed for every phase of life, along with full-service marketing and operational support.\r\n\r\nThrough its vast distribution network, Simplicity Group has assisted with the placement of more than $4.5 billion of financial assets in 2020. The organization has more than 280 employees, 23 operating subsidiaries, and dates its history back 40 years. 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 growth and oversee daily operations. \r\n\r\nFor more information, please visit simplicitygroup.com.