Commissions Associate

Simplicity Group; Summit (NJ); On-site; USD 55,000 - 65,000; Full time

Job summary

Simplicity Group is seeking a detail-oriented Commissions Associate to join our Summit, NJ team. You will process daily commission data, reconcile records, and maintain accurate compensation files. You’ll interact with internal colleagues and external financial professionals, ensuring data integrity and audit readiness.

Reporting to the Manager of Commissions, this full-time in-office role requires 3+ years in finance or accounting and a solid command of Excel. Salesforce experience is a plus.

Qualifications

• 3+ years experience in finance, insurance, accounting or business required.
• Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar)
• Strong math skills and analytical thinking are essential.
• Detail oriented and comfortable working with large data sets in Excel.
• Willingness to work extended hours during peak processing periods.

Responsibilities

• Prepare and process daily commission 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.
• Review, upload and enter commission data into Salesforce and maintain accurate, trackable records of commissions and supporting data.
• 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.

Skills

Math skills

Analytical thinking

Detail orientation

Excel proficiency

Extended hours

Education

Bachelor's Degree preferred

Tools

Salesforce

Job description

Career Opportunities with Simplicity Group

Education. Value. Partnership.

Careers At Simplicity Group

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Simplicity Group Holdings

Why work at this company?

Anchored to the principles of Education, Value, and Partnership, Simplicity is transforming financial services and is seeking top talent to help grow the business.

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.

Position: Commissions Associate
Reports to: Manager, Commissions
Department: Commissions
Position Type: In-Office
Classification: Full-Time
Available Location(s):
- 475 Springfield Ave, Summit, NJ 07901
- 11512 El Camino Real #200, San Diego, CA 92130

Summary

We are currently seeking a highly detail-oriented individual to join our fast-growing team as a full-time Compensation Associate. This role will support the organization in processing compensation data, reconciling financial reports and resolving inquiries.

Primary Responsibilities

• Prepare and process daily commission 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.
• Review, upload and enter commission data into Salesforce and maintain accurate, trackable records of commissions and supporting data.
• 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

• 3+ years experience in finance, insurance, accounting or business is required.
• Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar)
• Strong math skills and analytical thinking skills.
• Industry Knowledge - brings relevant background in finance, insurance, or accounting to support role effectiveness.
• Detail orientated and comfortable working with large data sets in excel.
• Willingness to work extended hours during peak processing periods.

Core Competencies

• Communication: Clearly and effectively communicating both verbally and in writing.
• Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors.
• Initiative: An entrepreneurial self-starter who operates independently to exceed goals.
• Discretion: Proven ability to handle sensitive and confidential information with professionalism.
• Reliability: Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale.
• Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals.
• Analysis: Leverages analytical skills to identify challenges and generate innovative solutions.
• Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships.
• Adaptability: Adjusting quickly and effectively to shifting priorities and evolving technologies.
• Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks.
• Numerical Proficiency: Comfortable working with numbers and performing financial calculations
• Customer Service: Provides excellent service and support with a positive, solution-oriented approach

Essential Job Functions

• Maintain a stationary position (sitting or standing) for extended periods.
• Communicate and exchange accurate information clearly with peers, leadership, and external partners.
• Collaborate closely with colleagues and external parties to achieve project goals.
• Operate computers and standard office equipment on a constant basis.
• Perform repetitive motions involving wrists, hands, and fingers.
• Assist clients and colleagues via telephone, email, and in-person.
• Observe and analyze details at close range.
• Interpret data and present findings in group settings.

Compensation (based on experience)

• Annual Base Salary: $55,000-$65,000 annually
• Annual Performance Bonus Target: 5%
• Employee Benefits (Medical, Dental, Vision, Life Insurance, other)