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
Summary:
The 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 case manager, you will execute professionalism while providing top notch customer service and work to find and create efficiencies. This is an amazing opportunity to join our team in a much-needed position.
Whether you are familiar with the insurance background or not, your 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:
Answer multi-line phone system, greet callers, establish reason for calling and resolve issue in a professional manner by contacting the appropriate person that can help the caller or by taking accurate messagesEnsure all requirements are met on new applications before submitting to the insurance carrierWork with relevant vendors for necessary follow upReview and follow up with agents and carriers on all requirementsProcess all insurance cases within SalesforceProvide professional correspondence via email and phoneWork efficiently to meet all service level agreementsUnderstand carrier workflows and maneuver carrier websitesWork closely with team members to meet common goals and assist when ableQualifications / Requirements:
Minimum of a High school diploma / GED Strong computer skills; able to type 60+ word per minuteProficient in Microsoft Office (Word, Excel)Experience with G Suite and Salesforce preferred, not requiredExperience in related position preferred, not requiredCore Competencies:
Ability to provide exceptional customer serviceEffective time management skillsAbility to prioritize and multitask in a fast-paced environmentCapable of working both independently and in a team environmentExcellent organizational skills, attention to detail is a mustAbility to react to change in a productive and positive mannerCompensation:
Compensation based on experience
o Base: $17-$19/hour
o Annual Performance Bonus Target: 5%
· Employee benefits (health, 401k, life, etc.)
· Paid Time Off / Paid Holidays
· Professional training and development
· Ongoing coaching and mentoring
· Small-company feel with big-company support
· Possibility to work remote as a work perk, not guaranteed
· Opportunities for advancement with company growth
Location: Monticello, MN (onsite)
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.Department: New Business/Operations
Position Title: Sr Case Manager, Insurance Industry
Reports to: Operations Manager
Summary: The 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 and create efficiencies. This is an amazing opportunity to join our team in a much-needed position.
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:
· Ensure all requirements are met on new applications before submitting to the insurance carrier
· Work with relevant vendors for necessary follow up
· Review and follow up with agents and carriers on all requirements
· Process all insurance cases within Salesforce
· Provide professional correspondence via email and phone
· Work efficiently to meet all service level agreements
· Understand carrier workflows and carrier specific nuances
· Work closely with team members to meet common goals and assist when able
Qualifications / Requirements:
· Minimum of a High school diploma / GED
· 3 years or more experience in a similar role
· Strong computer skills; able to type 60+ word per minute
· Proficient in Microsoft Office (Word, Excel)
· Experience with G Suite and Salesforce preferred, not required
Core Competencies:
· Ability to apply product/industry knowledge to effectively complete daily tasks
· Strong analytical and problem-solving skills to assist in resolving issues and meeting Company goals and objectives
· Ability to provide exceptional customer service in escalated situations
· Effective time management skills
· Ability to prioritize and multitask in a fast-paced environment
· Capable of working both independently and in a team environment
· Excellent organizational skills, attention to detail is a must
· Ability to react to change in a productive and positive manner
Compensation:
· Compensation based on experience
Base: $44,000-$48,000 annually
Annual Performance Bonus Target: up to 10%
· Employee benefits (health, 401k, life, etc.)
· Paid Time Off/Paid Holidays
· Professional training and development
· Ongoing coaching and mentoring
· Small-company feel with big-company support
· Possibility of a hybrid work schedule, not guaranteed
· Opportunities for advancement with company growth
Location: The Woodland's, TX (onsite)
Hours: 8:00 am-5:00 pm Monday-Friday
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: Software Developer
Reports to: VP, Development
Department: Technology
Location: Simplicity North Office, 3600 American Blvd. West, Minneapolis, MN 55431
Full-time, in-office
Classification: Full-time; Exempt
Summary: The Software Developer is an integral member of our Development and Technology Support team. The objective of this job is to support various applications in Salesforce environments.
Essential Job Functions: The full-stack developer has responsibilities primarily supporting an internal, customer-facing application installed in Salesforce environments. Project opportunities will differ and span front-end and back-end tasks, as well as many integrations.
Primary Responsibilities:
· Develop technology solutions that satisfy user stories/business requirements and technical needs.
· Maintaining development standards and best practices, ensuring code is testable
· Maintain and update legacy systems
· Develop and maintain test classes
· Help manage the release process and development ticket lifecycle
· Participate in Agile development process including managing tickets in Jira and code base in BitBucket (GIT)
Qualifications:
· 3+ years of experience in software development, with a preference to Java, Python, and JS frameworks
· Degree in Computer Science and/or Computer Engineering from an accredited university.
· Proficient in Java, HTML, JavaScript, and Python
· Salesforce and/or AWS experience (Lambda, API Gateway, RDS, DynamoDB, EC2), not necessarily required but preferred
· Familiarity with Agile processes and technologies
· Familiarity with GIT and managing releases
· Experience working with complex Web development projects
· Agile methodology/deliveries
· Expertise in the Application delivery process
Core Competencies:
● Excellent troubleshooting skills
● Ability to identify issues quickly and resolve
● Ability to work both independently and collaborate with the team
● Strong technical, logical, analytical, and problem-solving skills
Compensation & Benefits:
Compensation (based on experience)
● $70,000 - $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
● Onsite free parking
Location: Simplicity North Office; 3600 American Blvd. West, Minneapolis, MN 55431
*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 Title: Product Business Analyst
Reports to: VP, Product Owner
Department: Technology
Location: 3600 American Blvd. W., Suite 700, Minneapolis, MN 55431 / In office position
Classification: Full-time; Exempt
Summary: The Product Business Analyst is an integral member of our development and technology support team. Primary responsibilities include: facilitating communication between technical and business resources, assisting with product support, outlining new product development, and administrating internal Salesforce environments.
Essential Job Functions: Communicate effectively between a wide range of business stakeholders and the development team on gathering business requirements, solution design, and project implementation. Assist the product owner with managing the product backlog, developing detailed user stories, documenting solutions, and prioritizing development items.
Primary Responsibilities:
· Troubleshoot production issues within internal and customer-facing systems and Salesforce environments using product knowledge and simple development tools such as debug logs, the developer console, and other Salesforce/browser debugging tools
· Document User Stories for new features and ongoing enhancements.
· Create ad hoc reports, dashboards, and scorecards using data from multiple systems to support different business needs and departments, as well as troubleshoot and audit data issues
· Complete user acceptance testing as needed, use your understanding of business requirements to determine whether the product is functioning as expected and meets user and business needs.
Qualifications:
· Bachelor’s degree in MIS or a related field
· Experience with Salesforce administration including user management, sharing rules, and data visibility or desire to expand expertise in this area
· Experience in Scrum/Kanban methodologies and their various processes and ceremonies
· Strong understanding of business analysis concepts including requirements gathering, user stories, acceptance criteria, communication, and documentation
· Experience writing effective user stories and acceptance criteria, managing product backlogs, and effectively facilitating refinement meetings
· Salesforce Certified Administrator preferred
· Basic understanding of the Salesforce development platform including Apex, SOQL, Visualforce, and LWC
· Familiarity with cloud services like AWS (Lambda, EC2, RDS, CloudWatch), preferred
· Preferred experience with HTML and CSS, UX design and prototype building, Conga (Orchestrate, Collaborate), Orion Advisor Tech, JIRA administration (including user management, configuring workflows and screens, and permission settings), Visio (workflow visualization)
· Proficiency with Microsoft Office Suite, including Excel and Access
· Familiarity with the wealth management or insurance industry strongly preferred
Core Competencies:
· Ability to manage competing demands and priorities
· Attention to detail a must
· Strong Problem-Solving Skills
· Desire to take ownership of projects and see them through to completion
· Strong team player
· Strong Listening and Writing Skills
Compensation & Benefits:
Compensation (based on experience)
· Annual base salary: $65,000 - $85,000
· 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
· Free onsite parking
Location: Simplicity Minnesota Office
3600 American Blvd. W., Suite 700, Minneapolis, MN 55431
*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 Title: Business Development Consultant
Reports to: Senior Vice President
Department: Simplicity Wealth
Location: 3600 American Blvd. Suite 700 Bloomington, MN 55431
Classification: Full-time / Exempt
Summary / Job Objective: The Business Development Consultant is responsible for providing wealth management support to the Simplicity Partner Offices. This position focuses on delivering education, support, presentations, investment expertise, and consultative services, to drive the growth of new business for Simplicity Wealth. BDCs are responsible for expanding the advisor base by establishing a good rapport with Simplicity Consultants, existing Simplicity Advisors, and prospective Simplicity Clients utilizing professional phone and virtual presentation skills. The desire and drive to succeed in a competitive financial services setting is imperative.
Primary Responsibilities:
· Collaborate with Simplicity Partner Offices to identify and engage prospective wealth advisors
· Educate financial advisors on Simplicity Wealth solutions and product offerings
· Become platform expert on product offerings, services, and resources available
· Conduct outbound calls and virtual presentations to new financial advisor affiliations
· Actively recruit financial advisors to join Simplicity Wealth
· Self-develop with industry and product knowledge to remain current with trends and products
· Recruit financial advisors to participate in Simplicity Wealth events
· 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 five years of successful sales experience
· At least three years of investment or insurance experience
· Some travel may be required
· College Degree Preferred or Equivalent Work Experience
· Series 6, 63, 65, 66, or 7 preferred but not required
· Advanced Designation preferred but not required
Core Competencies:
· Creative mindset for developing innovative solutions
· Ability to discover, qualify, and close business
· Strong discipline to overcome prospect reluctance
· A learner’s mentality with a growth mindset
· Highly effective organization and ability to set priorities
· 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: $80,000 - $90,000
· This is a full-time/exempt position
· Annual performance bonus target: 15%
· Team performance bonus: On discretion
Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
Location: 3600 American Blvd. Suite 700 Bloomington, MN 55431 / 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.