Job Description
Job Description
Position: Sr. Consultant, Financial Planning
Reports to: SVP, Sales Support
Department: Sales Support
Location: 475 Springfield Ave. Summit, NJ 07901
Classification: Full-time; Exempt
Summary / Job Objective: We are seeking a detail-oriented and customer service-focused Sr. Financial Planner to join our team. This individual will be responsible for supporting sales through data gathering, consulting on holistic financial plans encompassing multiple product lines and planning strategies, research, training in planning strategies and coordinating planning efforts across all Sales Support teams to ensure a seamless experience for the advisor. The individual seeking this role needs to have a strong customer service background to ensure the highest quality service to our internal sales leaders, advisors and clients. This role requires strong organizational skills and knowledge of life insurance, annuities and financial planning concepts, and the ability to work in a fast-paced environment.
Essential Job Functions:
● Consult on financial planning cases with internal sales professionals, advisors and clients
● Provide and communicate recommendations to meet client’s financial goals and objectives
Primary Responsibilities:
● Conduct planning research and communicate findings to team members, sales staff, and agents
● Collaborate with team members on providing industry, company and planning intelligence to sales teams.
● Provide superior customer service to clients, advisors, and sales professionals via phone, email, or webinars.
● Assist in training advisors on comprehensive financial planning strategies.
● Collaborate with sales teams to support financial planning marketing and case design.
● Ensure compliance with industry regulations and company policies.
● Maintain accurate records and perform follow-up reviews to resolve inquiries or issues.
Qualifications:
● Bachelor’s degree in finance, business, or a related field strongly preferred
● 3-5 years of experience in life insurance, annuities, and financial planning preferred
● Knowledge of life insurance products, investments, financial planning concepts
● Strong communication and interpersonal skills for client and advisor interactions
● CFP preferred
● Life and Health Insurance License, Series 65 registered
● Proficiency in Google Suite and Salesforce
● Familiarity with compliance issues surrounding life insurance, annuity products and registered securities
● Experience using one or multiple financial planning software systems
Core Competencies:
● Strong analytical and problem-solving skills
● Ability to work independently and as part of a team
● Strong sense of urgency
● Able to adjust to ever-changing environment
Compensation & Benefits:
Compensation (based on experience)
● Annual base salary: $90,000-110,000; exempt
● Annual performance bonus target: 10%
Benefits
● Employee benefits (medical, dental, vision, life insurance, other)
● 401k with employer match
● Paid Time Off
● Paid parking
Location: In office; 475 Springfield Ave, Summit, NJ 07901
\nCompany 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 financial institutions, as well as 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 $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 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 financial institutions, as well as 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 $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 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.