Job Description

Job Description

Job Description

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

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

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