What are the responsibilities and job description for the Annuity Sales Director; $84K minimum year 1 position at Simplicity Group?
Job Description
Position Title: Annuity Sales Director
Reports to: Principal Partner
Department: Sales
Location: 19000 MacArthur Blvd #450, Irvine, CA 92612
Classification: Full-time; Exempt
Summary / Job Objective: The Annuity Sales Director is responsible for generating new accounts and supporting existing accounts of independent financial and insurance advisors. The position comprises of both outbound sales duties as well as supporting and contributing to the day-to-day efforts of the general annuity sales and annuity marketing team. Knowledge and Experience in Life Insurance, Annuity, and Financial Services in general is required, with expertise specifically in Annuities. The desire and drive to succeed in a competitive financial services setting is imperative.
Primary Responsibilities:
Compensation (Based On Experience)
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.
Position Title: Annuity Sales Director
Reports to: Principal Partner
Department: Sales
Location: 19000 MacArthur Blvd #450, Irvine, CA 92612
Classification: Full-time; Exempt
Summary / Job Objective: The Annuity Sales Director is responsible for generating new accounts and supporting existing accounts of independent financial and insurance advisors. The position comprises of both outbound sales duties as well as supporting and contributing to the day-to-day efforts of the general annuity sales and annuity marketing team. Knowledge and Experience in Life Insurance, Annuity, and Financial Services in general is required, with expertise specifically in Annuities. The desire and drive to succeed in a competitive financial services setting is imperative.
Primary Responsibilities:
- Make proactive outbound sales calls to:
- Recruit annuity advisors
- Train financial & insurance advisors on annuity solutions and marketing programs
- Grow advisors’ books of business and general business activity at IMS
- Respond to inbound calls and emails regarding product solutions, case design, and consult
- Meet call activity expectations and monthly sales goals set forth by management
- Participate in continuous training
- Self-develop with industry and product knowledge to remain current with trends and products
- Keep abreast of the competition and changes in the economy and financial markets
- Understand and adhere to the Vision, Mission and Values of IMS Associates
- Represent IMS Associates in a professional manner at all times
- At least three years of experience in the financial services industry
- Proficient in Microsoft Outlook, Word and Excel with accurate typing skills
- Some travel may be required
- College Degree Preferred or Equivalent Work Experience
- State insurance license required
- Enterprising and creative mindset for developing innovative solutions
- Effective prospecting and customer relationship skills
- Ability to ask probing questions to qualify and close business
- Persistent and flexible to overcome call reluctance
- Self–starter with endurance and capacity to thrive in a fast-paced environment
- Ability to think clearly and be objective
- Outgoing, people oriented and highly collaborative
- Effective listening and verbal reasoning skills
- Sufficient vocabulary to communicate effectively under stressful situations
Compensation (Based On Experience)
- Annual base salary: $60,000
- Guaranteed Minimum Variable Compensation Year 1: $2,000/month
- This is an exempt position
- Employee benefits (medical, dental, vision, life insurance, other)
- 401k with employer match
- Paid Time Off
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.
Salary : $2,000 - $84,000
