Sales Associate - Life Insurance

Simplicity Group; Monticello (MN); Remote; USD 40,000 - 45,000; Full time

Job summary

Join a leading company as a Sales Associate in Life Insurance, where you'll support sales and marketing efforts while working directly with financial advisors. This full-time position emphasizes strong communication skills and offers growth within the fast-paced insurance industry. Compensation ranges from $40,000 to $45,000, with various employee benefits available.

Benefits

Employee benefits (health, 401k, life, etc.)

Paid Time Off

Variable Compensation

Qualifications

• 4-year degree preferred.
• Experience in Life Insurance Industry strongly preferred.

Responsibilities

• Assist with operational functions for sales and marketing.
• Respond to inbound calls regarding case design and product recommendations.
• Make outbound calls to recruit and train financial advisors.

Skills

Strong communication skills

Positive attitude

Effective listening skills

Comfortable with cold-calling

Collaborative team player

Education

4-year degree preferred

Experience in Life Insurance Industry

Job description

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Job Description

Department: Life

Position Title: Sales Associate - Life

Position Reports To: Sales Director

Essential Job Function: The Sales Associate assists with operational functions, supporting sales and marketing campaigns for the Simplicity Life Insurance Sales Department. This person will work with advisors and their staff on client cases in conjunction with our dedicated wholesale team for case design consultation. This is a full-time position.

Primary Responsibilities:

Respond to inbound calls regarding:

○ Case design & Illustrations

○ Product recommendation & Intelligence

○ Pre-sale application and underwriting support

Make Proactive outbound calls to:

○ Recruit Financial Advisors

○ Train financial advisors on product solutions and marketing programs

○ Grow the financial advisor’s practice

Meet call activity expectations and monthly team sales goals

Navigate insurance companies to ensure timely placement of cases utilizing problem solving skills

Understand and adhere to the Education, Value, & Partnership of Simplicity

Qualifications:

• 4-year degree preferred
• Experience in Life Insurance Industry strongly preferred
  
  

Core Competencies:

• Positive attitude, outgoing and people-oriented
• Strong communication skills a must
• Comfortable with cold-calling and prospecting
• Proven ability to build relationships, especially those through phone calls
• Effective listening skills
• Must be collaborative team player
• Comfortable with rejection
  
  

Compensation:

• Base salary: $40,000 - $45,000 based on experience
• Variable Compensation
• Employee benefits (health, 401k, life, etc.)
• Paid Time Off
  
  

Office Location: Monticello, Minnesota (remote work a possibility)

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.

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.

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. 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance and Employee Benefit Funds

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