Job Description
Job Description
Position Title: Internal Sales / Sales Associate
Reports to: Principal Partner
Department: Sales
Location: 900 Veterans Memorial Blvd, Metairie, LA 70005
Classification: Full Time, Exempt
Summary / Job Objective: This role will provide sales support to the existing sales team, advisors as well as client interaction. The goal is to help advisors grow their life, annuity, long term care and disability business.
Essential Job Functions: This is a key position that will be responsible for marketing products and sales ideas for top insurance companies by supporting the Principal Partner and the ADC (Advisor Development Consultant). This role requires some administrative duties.
Primary Responsibilities:
· Meet with insurance company representatives to gain product knowledge. Market products and sales ideas to advisors.
· Assist with recruiting and retaining advisors through emails, phone calls or lunch and learn meetings.
· Assist agents with taking e-applications (e-apps) from clients
· Organize and schedule meetings and appointments as requested for the sales team
· Utilize Simplicity marketing, tools and resources
· Communicate and ensure the team understands all rules of engagement and requirements within the broker dealer channel, and with agents
· Ensure the office runs smoothly and efficiently, greet visitors, sort mail
· Coordinate Office activities to help drive sales
Qualifications:
· Experience in insurance/financial services is preferred
· Strong computer skills (proficient in PowerPoint, Word, and Excel)
· Proficient in Google Workspace and Gmail a plus
· Strong communication skills and attention to detail
· Positive attitude, energetic and optimism tops the list
· Life Insurance license preferred
Core Competencies:
· Proven attention to detail a must
· Confident, self-assured, and comfortable learning new things
· Discretion and professionalism a must
· The ability to handle multiple priorities and problem solve
· Strong listening skills
Compensation & Benefits:
Compensation (based on experience)
· Annual base salary: $40,000 - $45,000
· Annual performance bonus target: 10%
· This is an exempt position
Benefits
· Employee benefits (health, 401k with match, life & AD&D, etc.)
· Paid Time Off
Location: 900 Veterans Memorial Blvd., Metairie, LA 70005; 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.
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.