What are the responsibilities and job description for the Commissions Analyst position at Simplicity Group Holdings?
Job Description
Job Description
Position Title : Commissions Analyst
Reports to : Commissions Manager
Department : Finance / Commissions
Location : 2701 Loker Avenue W., Carlsbad CA ; in-office position
Classification : Full-time, non-exempt
Summary / Job Objective : This position is responsible for commission and production processing and reporting. As a part of our Commissions team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company in a critical role and learn our business. In this role, you will be working closely with our Sales, Operations and Finance Team and be responsible for understanding the various commissions structures / schedules across our businesses
Primary Responsibilities :
- Process weekly / monthly commissions and weekly / monthly bonuses; this process requires accounts reconciliation, populating worksheets, performing calculations, obtaining approvals, preparing files for payment and running reports
- Calculate and audit commissions / incentives / award payments to sales personnel based on commission plan provisions
- Maintain an accurate trackable record of commissions and supporting data
- Review and enter commission data into CRM
- Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process
- Audit of commission statements to ensure the organization is receiving correct payments
- Trouble shooting commission issues and resolve through analysis and investigation
- Complete month end processes and procedures
- Maintain and update internal commission grids
- Perform other duties as assigned
- Maintain strict confidentiality in all aspects of the job
Qualifications :
Core Competencies :
Compensation & Benefits :
Compensation based on experience
Benefits
Location : Carlsbad CA / this role is an in-office position
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 products. Simplicity Group 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, Simplicity Group has assisted with the placement of more than $10
billion of insurance financial assets and has $10 billion of assets under management and advisement as
of Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its
distribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity
Group has over 1,000 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 Simplicity Group’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 products. Simplicity Group 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, Simplicity Group has assisted with the placement of more than $10 billion of insurance financial assets and has $10 billion of assets under management and advisement as of Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity Group has over 1,000 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 Simplicity Group’s day-to-day business. For more information, please visit simplicitygroup.com.
Salary : $26 - $31
