Department: Infrastructure & Technology
Position Title: IT Helpdesk Support Technician
Reports to: Director, Infrastructure
Essential Job Function: This position is responsible for help desk support, supporting network equipment and network infrastructure, server and network administration/maintenance, troubleshooting of network equipment and infrastructure, support for staff with day-to-day computer and software issues as well as provisioning and deploying new network and computer equipment.
Candidate must have an understanding and working knowledge of network wiring, TCP/IP communication, Internet connectivity & routing, Windows Server and typical server applications, Windows workstation operating systems and typical Windows applications. VoIP equipment and software and IP camera equipment and software knowledge is a plus.
Primary Responsibilities:
· Respond to internal customer’s IT needs via helpdesk ticket or via phone request, quickly assess the technical support needed, and find a solution
· Perform basic computer repair services such as motherboard replacements, hard drive replacements, operating system reinstalls, virus removals, and ordinary computer troubleshooting and repair services
· Perform on-site and/or remote analysis, diagnosis and resolution of complex hardware/software problems for a variety of end users and recommend and implement corrective solutions
· Responding to client requests via phone or email for support of their network/server/workstation equipment
· Perform scheduled maintenance on client equipment
· Perform new installations of computer and network equipment
· Accurately document customer network and computer details in our CRM system
· Clearly and accurately communicate with customers
Qualifications:
· Ability to diagnose and fix computers
· Basic knowledge of all current releases of Windows Operating System, Google Workspace (GSuite), Microsoft Office 365 Applications
· Ability to perform Virus/Malware/Spyware detection and removal and be familiar with common removal software
· High School diploma or GED required; Associate’s Degree / IT Degree preferred
· Minimum 2-years experience required
· Experience providing help desk support to users via telephone/email/remotely
· Experience with mainstream router/switch and access points from vendors such as Cisco, SoinicWall, Ubiquiti, Netgear, Dlink,
· Working knowledge and a strong grasp of networking principles such as TCP/IP, DNS, Windows Networking, Network Printing, Internet Routing
· Experience with IP phones systems and or IP camera systems a plus
Core Competencies / Job Requirements:
· Be personable and possess strong customer service skills
· Proven multi-tasking ability, able to prioritize effectively
· Ability to manage time and work responsibly without supervision
· Must be available to work in the office M-F, 8:30 AM to 5:30 PM and be available for rotating on-call shifts on holidays and weekends
- this is an on-site/in-person position
- Will be overnight travel requirements
Compensation:
Base: $45,000 - $50,000, based on experienceAnnual Bonus: 5% targetEmployee benefits (health, 401k, life, etc.)Paid Time OffFree / Paid ParkingLocation: Wall Township, NJ preferred; can also sit in Summit, NJ, Phoenix, AZ, or Bloomington, MN
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 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.Position: Compensation Associate
Reports to: Commissions Manager
Department: Simplicity Investments
Location: 3600 American Boulevard W, Suite 700, Minneapolis, MN / full-time, in-office
Classification: Full-time, Exempt
Summary / Job Objective: We are currently seeking a highly detail-oriented individual to join our fast-growing team as a full-time Compensation Associate.
Primary Responsibilities:
· Prepare and process daily compensation data, including statements and payout cycles, using standard templates or third-party systems
· Reconcile financial records and resolve discrepancies to ensure accurate and balanced ledger entries
· Maintain accurate client and compensation records, including setup, review, and electronic documentation of financial accounts
· Respond to and resolve compensation-related inquiries from internal team members and external financial professionals in a timely and professional manner.
· Ensure data integrity and compliance by reviewing, storing, and auditing compensation documentation
· Support audit readiness by preparing and organizing documentation for third-party financial audits
Qualifications:
· Background in finance, insurance, or accounting is preferred
· Industry Knowledge – Brings relevant background in finance, insurance, or accounting to support role effectiveness
· Willingness to work extended hours during peak processing periods
Core Competencies:
· Communication – Demonstrates strong verbal and written communication skills, with the ability to interact professionally across all levels
· Customer Service – Provides excellent service and support with a positive, solution-oriented approach
· Organization & Time Management – Effectively manages multiple tasks and deadlines in a fast-paced, high-volume environment
· Attention to Detail – Maintains accuracy and precision in work, particularly when handling numerical or financial data
· Team Collaboration – Works effectively both independently and as part of a team to achieve shared goals
· Analytical Thinking – Applies strong problem-solving skills to identify, analyze, and resolve issues
· Numerical Proficiency – Comfortable working with numbers and performing financial calculations
· Adaptability – Remains flexible and maintains a positive attitude in response to shifting priorities or high-pressure situations
· Resilience & Reliability – Performs steadily under pressure and is willing to commit extra time during peak periods
Compensation & Benefits
Compensation (based on experience)
· Annual base salary: $60,000 - $65,000, exempt
· Annual performance bonus target: 5%
Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
Location: 3600 American Boulevard W, Suite 700, Minneapolis, MN / full-time, in-office
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 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.Position: Compensation Associate
Reports to: Commissions Manager
Department: Simplicity Investments
Location: 11512 El Camino Real, Suite 100, San Diego, CA / full-time, in-office
Classification: Full-time, Exempt
Summary / Job Objective: We are currently seeking a highly detail-oriented individual to join our fast-growing team as a full-time Compensation Associate.
Primary Responsibilities:
· Prepare and process daily compensation data, including statements and payout cycles, using standard templates or third-party systems
· Reconcile financial records and resolve discrepancies to ensure accurate and balanced ledger entries
· Maintain accurate client and compensation records, including setup, review, and electronic documentation of financial accounts
· Respond to and resolve compensation-related inquiries from internal team members and external financial professionals in a timely and professional manner.
· Ensure data integrity and compliance by reviewing, storing, and auditing compensation documentation
· Support audit readiness by preparing and organizing documentation for third-party financial audits
Qualifications:
· Background in finance, insurance, or accounting is preferred
· Industry Knowledge – Brings relevant background in finance, insurance, or accounting to support role effectiveness
· Willingness to work extended hours during peak processing periods
Core Competencies:
· Communication – Demonstrates strong verbal and written communication skills, with the ability to interact professionally across all levels
· Customer Service – Provides excellent service and support with a positive, solution-oriented approach
· Organization & Time Management – Effectively manages multiple tasks and deadlines in a fast-paced, high-volume environment
· Attention to Detail – Maintains accuracy and precision in work, particularly when handling numerical or financial data
· Team Collaboration – Works effectively both independently and as part of a team to achieve shared goals
· Analytical Thinking – Applies strong problem-solving skills to identify, analyze, and resolve issues
· Numerical Proficiency – Comfortable working with numbers and performing financial calculations
· Adaptability – Remains flexible and maintains a positive attitude in response to shifting priorities or high-pressure situations
· Resilience & Reliability – Performs steadily under pressure and is willing to commit extra time during peak periods
Compensation & Benefits
Compensation (based on experience)
· Annual base salary: $60,000 - $65,000, exempt
· Annual performance bonus target: 5%
Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
Location: 11512 El Camino Real, Suite 100, San Diego, CA / full-time, in-office
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 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.Position: Senior Sales Assistant
Reports to: Director, Business Development
Location: In-office, Durham, NC
Classification: Full-time, Exempt
Summary / Job Objective: We are a growing independent Registered Investment Advisory (RIA) firm committed to providing exceptional financial planning and investment management services to individuals, families, and business owners. As our firm continues to grow, we are seeking a highly organized, detail-oriented Sr. Sales Assistant to support a small team of highly experienced senior financial advisors to help deliver an outstanding client experience.
This is an excellent opportunity for someone who enjoys working in a fast-paced, professional environment where accuracy, responsiveness, and exceptional client service are valued. The successful candidate will become an integral part of our team, helping advisors focus on serving clients and growing the business.
Essential Job Functions:
· Prepare and process new account paperwork, account maintenance requests, and transfer documentation.
· Coordinate client onboarding from initial paperwork through account funding.
· Prepare reports, meeting materials, and client documents for advisor meetings.
· Serve as a primary point of contact for client service requests and follow through to completion.
· Communicate with custodians and third-party providers to resolve account issues efficiently.
· Monitor outstanding client requests and ensure timely follow-up.
· Ensure all documentation is complete, accurate, and compliant with firm policies.
Qualifications:
· 2+ years previous experience in wealth management, financial services, banking, or an investment advisory firm preferred.
· Experience supporting Financial Advisors or working directly with clients is highly desirable.
· Familiarity with investment custodians such as Fidelity Wealthscape, Schwab Advisor Center/PCRA, TIAA, or similar platforms is preferred.
· Experience with Orion Advisor Services is strongly preferred.
· Experience using Salesforce or another CRM platform is a plus.
· Proficiency in Microsoft Office, including Outlook, Excel, and Word.
Competencies:
· Exceptional attention to detail and organizational skills.
· Excellent written and verbal communication abilities.
· Ability to manage multiple priorities while maintaining a high level of accuracy.
· Positive attitude, strong work ethic, and commitment to providing exceptional client service.
Compensation & Benefits:
Compensation (based on experience)
· Base salary / Hourly rate: $65,000 - $77,000; exempt
· Annual performance bonus target: 5%
Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
· Paid parking
Location: 280 S. Mangum St, Suite 550, Durham, NC 27701
*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 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.Position: Manager, Channel Marketing – National Accounts
Reports to: Partner, SVP Marketing
Department: Marketing
Location: Phoenix, AZ or Boston, MA
Classification: Full-time / Exempt
Summary / Job Objective:
The Channel Marketing Manager will help lead the development and execution of tailored product marketing strategies across our National Account channel, directly supporting broker-dealers, banks, and major financial institutions. This strategic role is responsible for establishing clear product positioning, high-impact messaging, and custom go-to-market initiatives designed to accelerate advisor adoption, product sales, and long-term channel retention.
Essential Job Functions:
The Channel Marketing Manager will maximize the value of the current network by optimizing ongoing marketing delivery for existing national accounts, including broker-dealers, banks, and institutional partners, while also designing the onboarding frameworks for newly affiliated organizations. By translating complex insights into compelling, targeted messaging, this role will drive advisor awareness, product adoption, retention, and sales growth across the distribution network. This individual will collaborate closely with national account managers and external partners to ensure offerings are uniquely differentiated and robustly supported, while navigating complex regulatory landscapes to ensure all marketing initiatives strictly align with required compliance and approval frameworks.
Primary Responsibilities:
· Field & Sales Enablement – Create specialized sales playbooks, institutional training content, presentation decks, product one-pagers, and campaign materials tailored for national account partners and their field advisors.
· Drive Partner & Advisor Engagement – Manage, enhance, and optimize ongoing marketing programs for existing national accounts to drive advisor retention and product adoption, while scaling framework toolkits for newly onboarded firms. Develop attribution models to clearly demonstrate how marketing initiatives drive key business KPIs.
· Campaign Execution – Execute targeted, multi-channel campaigns that promote product awareness, identify sales opportunities, and accelerate advisor activation. Lead marketing strategies for product launches and enhancements, collaborating closely with national account managers, external carrier partners, and training teams to ensure seamless alignment within complex institutional compliance frameworks.
· Analytics & Optimization – Track, measure, and analyze marketing effectiveness through data-driven KPIs, campaign performance metrics, and advisor feedback loops to continuously improve strategy. Ensure all marketing tactics directly support national account sales growth and broader business objectives.
Qualifications:
· 5-7 years of financial services experience in marketing with a Carrier, Agency, Distributor or equivalent
· Solid understanding of financial and insurance products with proven results in launching and scaling third-party products through bank, broker-dealer and national accounts channels.
· Exceptional written and verbal communication skills, with experience developing high-impact messaging and presentations as well as technical analysis.
· Experience with market research, competitive intelligence, and data-driven decision-making.
· Demonstrated ability to influence and collaborate across all levels of an organization
Core Competencies:
· Strategic Thinking: Ability to connect business goals, market dynamics, and customer needs into actionable marketing strategies.
· Leadership & Influence: Inspires cross-functional teams and drives alignment without direct authority.
· Analytical Skills: Comfortable analyzing data, identifying trends, and using insights to inform strategy.
· Communication Excellence: Skilled storyteller who can craft compelling narratives for diverse audiences.
· Execution & Agility: Proven track record of managing multiple priorities, adapting to change, and delivering results.
· Collaboration: Ability to build strong partnerships across product, sales, marketing, and executive teams.
· Innovation: Creative problem-solver who brings fresh ideas to enhance market impact
Compensation & Benefits:
Compensation (based on experience)
Annual base salary: $90,000 - $105,000, exemptAnnual performance bonus target: 20%Benefits
Employee benefits (medical, dental, vision, life insurance, other)401k with employer matchPaid Time Off
Location: 2929 N Central Ave, Phoenix, AZ OR 667 Boylston St, Boston, MA; in-office
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 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.
Position: Manager, Channel Marketing – National Accounts
Reports to: Partner, SVP Marketing
Department: Marketing
Location: Phoenix, AZ or Boston, MA
Classification: Full-time / Exempt
Summary / Job Objective:
The Channel Marketing Manager will help lead the development and execution of tailored product marketing strategies across our National Account channel, directly supporting broker-dealers, banks, and major financial institutions. This strategic role is responsible for establishing clear product positioning, high-impact messaging, and custom go-to-market initiatives designed to accelerate advisor adoption, product sales, and long-term channel retention.
Essential Job Functions:
The Channel Marketing Manager will maximize the value of the current network by optimizing ongoing marketing delivery for existing national accounts, including broker-dealers, banks, and institutional partners, while also designing the onboarding frameworks for newly affiliated organizations. By translating complex insights into compelling, targeted messaging, this role will drive advisor awareness, product adoption, retention, and sales growth across the distribution network. This individual will collaborate closely with national account managers and external partners to ensure offerings are uniquely differentiated and robustly supported, while navigating complex regulatory landscapes to ensure all marketing initiatives strictly align with required compliance and approval frameworks.
Primary Responsibilities:
· Field & Sales Enablement – Create specialized sales playbooks, institutional training content, presentation decks, product one-pagers, and campaign materials tailored for national account partners and their field advisors.
· Drive Partner & Advisor Engagement – Manage, enhance, and optimize ongoing marketing programs for existing national accounts to drive advisor retention and product adoption, while scaling framework toolkits for newly onboarded firms. Develop attribution models to clearly demonstrate how marketing initiatives drive key business KPIs.
· Campaign Execution – Execute targeted, multi-channel campaigns that promote product awareness, identify sales opportunities, and accelerate advisor activation. Lead marketing strategies for product launches and enhancements, collaborating closely with national account managers, external carrier partners, and training teams to ensure seamless alignment within complex institutional compliance frameworks.
· Analytics & Optimization – Track, measure, and analyze marketing effectiveness through data-driven KPIs, campaign performance metrics, and advisor feedback loops to continuously improve strategy. Ensure all marketing tactics directly support national account sales growth and broader business objectives.
Qualifications:
· 5-7 years of financial services experience in marketing with a Carrier, Agency, Distributor or equivalent
· Solid understanding of financial and insurance products with proven results in launching and scaling third-party products through bank, broker-dealer and national accounts channels.
· Exceptional written and verbal communication skills, with experience developing high-impact messaging and presentations as well as technical analysis.
· Experience with market research, competitive intelligence, and data-driven decision-making.
· Demonstrated ability to influence and collaborate across all levels of an organization
Core Competencies:
· Strategic Thinking: Ability to connect business goals, market dynamics, and customer needs into actionable marketing strategies.
· Leadership & Influence: Inspires cross-functional teams and drives alignment without direct authority.
· Analytical Skills: Comfortable analyzing data, identifying trends, and using insights to inform strategy.
· Communication Excellence: Skilled storyteller who can craft compelling narratives for diverse audiences.
· Execution & Agility: Proven track record of managing multiple priorities, adapting to change, and delivering results.
· Collaboration: Ability to build strong partnerships across product, sales, marketing, and executive teams.
· Innovation: Creative problem-solver who brings fresh ideas to enhance market impact
Compensation & Benefits:
Compensation (based on experience)
Annual base salary: $90,000 - $105,000, exemptAnnual performance bonus target: 20%Benefits
Employee benefits (medical, dental, vision, life insurance, other)401k with employer matchPaid Time Off
Location: 2929 N Central Ave, Phoenix, AZ OR 667 Boylston St, Boston, MA; in-office
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 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.
Position Title: Advisor Development Consultant (ADC)
Reports to: Principal Partner
Department: Sales
Location: 900 Veterans Memorial Blvd., Metairie, LA 70005 / In-office position
Classification: Full-time; Exempt
Summary / Job Objective: The 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. 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 advisorsTrain financial advisors on product solutions and marketing programsGrow the financial advisor’s practice· Respond to inbound calls and emails 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-development 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 Vision, Mission and Values of Simplicity
· Always represent Simplicity in a professional manner
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: $45,000Variable Compensation eligibleBonus opportunitiesThis is an exempt positionBenefits
Employee benefits (medical, dental, vision, life insurance, other)401k with employer matchPaid Time OffLocation: Simplicity New Orleans, 900 Veterans Memorial Blvd., Metairie, LA 70005
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 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.Position Title: Financial Planner
Reports to: SVP
Department: Simplicity Wealth: Protected Tomorrows
Location: Lincolnshire, IL (in-office, full-time)
Classification: Full Time/Exempt
Summary / Job Objective: Protected Tomorrows, a Simplicity Commitment, is adding to our financial planning team. We 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 implement financial plans to achieve clients’ long-term goals, such as retirement, savings, investing and estate planning. The candidate will assess clients’ financial situations, design personalized strategies, and provide ongoing support and guidance. At Protected Tomorrows, a Simplicity Group Commitment, we serve many families with special needs, and combine financial plans with our social service acumen to create holistic plans for our clients.
Essential Job Functions:
· Financial Assessment: Analyze clients’ financial situation, including income, expenses, assets, liabilities and goals
· Plan Development: Create comprehensive financial plans tailored to each client’s needs
· Client Communication and Education: Educate clients about financial concepts, products and risk, and communicate effectively about their financial plan and progress
· Investment Management: Assist clients with investment decisions and recommend appropriate investment strategies
· Retirement Planning: Help clients plan retirement, including saving strategies, determining retirement needs, and utilizing the appropriate retirement accounts.
· Tax Planning: Provide guidance on tax strategies such as minimizing tax liabilities and utilizing tax-advantaged accounts.
· Estate Planning: Assist clients with estate planning, including wills, trusts and other estate planning documents.
· Client Relationship Management: Build and maintain strong relationships with clients, provide ongoing support and guidance, and monitor their financial progress.
· Compliance: Ensure compliance with financial regulations and guidelines
· Staying Current: Keeping updated on financial products, regulations and best practices
· Developing New Business: Identify and attract new clients
Qualifications:
· Bachelor’s Degree
· Series 65, CFP, Insurance Licenses a benefit
· Technical Skills: High proficiency with CRM systems, planning software, Google, Microsoft Office
· Special Needs: Having experience in the special needs community is a benefit
Competencies:
· Process Orientation: methodically follow guidelines for accuracy
· Organized: Manage multiple tasks, deadlines and access resources efficiently
· Analytical Skills: Ability to analyze data, identify issues or concerns and make informed decisions
· Problem-Solving Skills: Identify and resolve issues that arise during a planning process
Compensation & Benefits:
Compensation (based on experiences and licenses)
Base salary: $65,000 - $80,000This is an exempt positionAnnual performance bonus target: 10%Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
· Free parking
Location: 103 Schelter Road, Lincolnshire IL (This role is an in-office position, M-F)
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 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.Position Title: Special Needs Coordinator
Reports to: National Special Needs Coordinator
Department: Protected Tomorrows, Simplicity Wealth
Location: Lincolnshire Office / In Office
Classification: Full-Time / Exempt
Summary / Job Objective: Protected Tomorrows, a Simplicity Commitment, is adding to our Special Needs service team. We are seeking an individual who is a disciplined, methodical, highly motivated learner, who consistently performs at a high level under variable workloads. You must have a passion for making a positive impact on clients’ lives. We are growing quickly, so flexibility and nimbleness are crucial. The candidate will assist our special needs planning team in serving the needs of our clients, requiring strong verbal and written communication skills, as well as providing various administrative functions.
Primary Responsibilities:
· Conduct internet-based research on viable locale-based programs for clients
· Writing reports on research; occasional verbal delivery of reports
· Coordinate calendars for team members
· Ensure CRM system is updated and accurate
· Phone support for team members
· Assist with coordination of office projects
Qualifications:
· Background in serving and/or personal ties to the disability community
· Experience using a CRM
· Existing knowledge of the following Government Benefit Programs and how to navigate the systems:
Social Security- SSI, SSDI, RSDI, DACMedicaid - Healthcare, SNAP, Cash Benefits, HBWD, Medicare buy-in, SpenddownMedicaid Waiver's - Home and Community Based Services & CILAMedicareAffordable Care Act PoliciesBenefit Access Program (Department of Human Services (DRS, DHS, Department on Aging))· Basic knowledge of Special Needs Trusts, ABLE accounts and other tools used in this community
· Proficient in Microsoft office, Adobe, Google Platform and operating systems
Competencies:
· Excellent people skills
· Strong customer service background; proper etiquette, empathetic approach
· Exceptional organizational skills and follow-up tendencies
· Ability to take direction, constructive criticism and positive feedback
· Willingness to work as part of a team and learn as you go
· Thrives in a fast paced and ever-changing line of work - each day is different
Compensation (based on experience)
· Annual base salary: $50,000 - $60,000 (exempt)
· Annual performance bonus target: 5%
Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
· Free parking
Location: 103 Schelter Road, Lincolnshire IL (This role is an in-office position, M-F)
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 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.Position Title: Key Account Associate
Reports to: EVP
Department: Sales / Operations
Location: 3600 American Blvd. Suite 750 Bloomington, MN 55431/hybrid
Classification: Full-time / Exempt
Essential Job Functions: The Key Account Associate offers internal support for the Simplicity Affiliated Partner Division. In conjunction with Key Account Managers to this person will work to offers sales and operations support to agencies, IMOs, their staff, and advisors. This is a full-time position.
Primary Responsibilities:
· Respond to inbound calls, including but not limited to:
Life Insurance case design and illustrationsLife Insurance product recommendation and intelligencePre-sale application and underwriting supportOn-boarding and contracting assistanceProduct solutions and marketing programs· Build and maintain relationships with Affiliated Partner Agency principals and key staff
· Navigate insurance companies to ensure timely placement of cases utilizing problem solving skills
· Understand and adhere to the Education, Value, & Partnership of Simplicity
Qualifications:
· Bachelors degree preferred
· Experience in Life Insurance Industry strongly preferred
· Experience in a customer service role
Core Competencies:
· Positive attitude, outgoing and people-oriented
· Strong communication skills a must
· Proven ability to build relationships, especially those through phone calls
· Effective listening skills
· Must be collaborative team player
Compensation & Benefits:
Compensation
Annual base salary: $50,000-55,000 based on experienceThis is an exempt positionAnnual performance bonus target: 15%CommissionBenefits
Employee benefits (medical, dental, vision, life insurance, other)401k with employer matchPaid Time OffPaid parkingLocation: 3600 American Blvd. Suite 750 Bloomington, MN 55431
*This role can be hybrid, with in-office and remote work location
