
Simplicity Group Jobs in United States
25 jobs at Simplicity Group in United States
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Case Manager, Insurance Industry
1 month ago
Simplicity Group MonticelloThe objective of this role is to ensure the application process is as smooth and efficient as possible for our agents from start to finish.Whether you are familiar with the insurance background or not, your enthusiasm, motivation, and interest in becoming part of our well-establi ...
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Junior Partner Associate
6 days ago
Simplicity Group PhoenixThe Junior Partner Associate will be a key liaison between Simplicity Group's central marketing programs and our national network of sales offices. · Detailed information can be found in the job description below. ...
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Advisor Development Consultant
1 month ago
Simplicity Group MetairieThe Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed and variable life insurance knowledge, and extraordinary customer service to independent agents/agencies for the establishment and retention of new business. · ...
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Internal Wholesaler
1 month ago
Simplicity Group MonticelloAs 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. · ...
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Project Manager
1 month ago
Simplicity Group PhiladelphiaJob summary · The ideal candidate will be responsible for planning, coordinating, and implementing projects within the decided-upon budget, timeline, · and scope. · ResponsibilitiesSet project timelineMonitor project deliverables ...
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Project Manager
1 month ago
Simplicity Group Greater PhiladelphiaThe ideal candidate will be responsible for planning coordinating and implementing projects within the decided-upon budget timeline and scope. · ...
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Advisor Development Consultant
6 days ago
Simplicity Group HoustonAdvisor Development Consultant · The Advisor Development Consultant (ADC) provides marketing, financial planning solutions and exceptional customer service to independent agents/agencies for establishing new business. · Recruit financial advisorsTrain on product solutions and mar ...
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Junior Partner Associate
1 month ago
Simplicity Group PhoenixThe Junior Partner Associate will be a key liaison between Simplicity Group's central marketing programs and our national network of sales offices. · Primary Responsibilities:Act as the project manager for our sales offices, coordinating their marketing efforts with direction fro ...
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Annuity Sales Director; 84K minimum year 1
1 month ago
Simplicity Group IrvineThe Annuity Sales Director is responsible for generating new accounts and supporting existing accounts of independent financial and insurance advisors. · ResponsibilitiesMake proactive outbound sales calls to:Recruit annuity advisorsTrain financial & insurance advisors on annuity ...
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Advisor Engagement Business Consultant
3 weeks ago
Simplicity Group SummitWe 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. · *Serve as the primary liaison and partner for affiliated Advisors,Serve as the primary liaison ...
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Sr. Case Manager, Insurance Industry
1 month ago
Simplicity Group SpringThe objective of this role is to ensure the application process is as smooth and efficient as possible for our agents from start to finish. As a Sr Case Manager, you will execute professionalism while providing top notch customer service and use your industry knowledge to find an ...
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Advisor Engagement Business Consultant
2 weeks ago
Simplicity Group Summit, NJWe have a current opening for an internally focused strategic growth consultant in our Summit NJ office. 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 organ ...
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Receptionist / Administrator
4 weeks ago
Simplicity Group ClearwaterAs a receptionist/admin, you will work independently, perform administrative tasks, answer calls, welcome visitors and provide clerical support duties. You will report directly to the Principal Partner of UFC. Receptionist/admin will also provide support to the VP of Operations a ...
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Receptionist / Administrator
4 weeks ago
Simplicity Group Clearwater, FLAs a receptionist/administrator you will provide administrative tasks answer calls welcome visitors and perform clerical support duties reporting directly to the Principal Partner of UFC you must have previous experience with office operations customer service best practices and ...
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VP Business Consultant to Financial Advisors
1 week ago
Simplicity Group SummitJob Summary: · We have a current opening for an Internally focused VP: Strategic Growth Consultant, in our Summit office. · Essential Job Functions:Business Consulting & Analysis · Inbound and outbound Advisor Relationship Management · ...
- Simplicity Group Plano
The Financial Advisor is a motivated individual who is relationship driven and seeks a long-term opportunity to help shape an already successful financial planning practice.This person must be experienced in using retirement planning software and client relationship management (C ...
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Financial Planner
1 month ago
Simplicity Group LincolnshireWe are seeking an individual who is a disciplined, · methodical, highly motivated, · tech-savvy learner, · who consistently performs at a high level under variable workloads, · and has a passion for making a positive impact on clients' lives.The candidate will develop and impleme ...
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Human Resources Coordinator
5 days ago
Simplicity Group SummitWe are looking for an HR Coordinator to join our Headquarters team in Summit, NJ. In this role, you will serve as a key operational link between high-volume administration and strategic people support for our nationwide workforce. · ...
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Advisor Development Consultant
1 month ago
Simplicity Group PhoenixThe Advisor Development Consultant (ADC) is responsible for providing marketing solutions to independent agents/agencies. The ADC must have the ability to expand and retain an active agent base by establishing a good rapport with clients using professional phone skills. · Recruit ...
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Sales Marketer
1 month ago
Simplicity Group ClearwaterAs an ADC 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. · ...