What are the responsibilities and job description for the Key Account Associate position at Simplicity Group?
Job Description
Position Title: Key Account Associate
Reports to: EVP
Department: Sales / Operations
Location: 3600 American Blvd. Suite 750 Bloomington, MN 55431/hybrid
Classification: Full-time / Exempt
Essential Job Functions: The Key Account Associate offers internal support for the Simplicity Affiliated Partner Division. In conjunction with Key Account Managers to this person will work to offers sales and operations support to agencies, IMOs, their staff, and advisors. This is a full-time position.
Primary Responsibilities:
Compensation
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.
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.
Position Title: Key Account Associate
Reports to: EVP
Department: Sales / Operations
Location: 3600 American Blvd. Suite 750 Bloomington, MN 55431/hybrid
Classification: Full-time / Exempt
Essential Job Functions: The Key Account Associate offers internal support for the Simplicity Affiliated Partner Division. In conjunction with Key Account Managers to this person will work to offers sales and operations support to agencies, IMOs, their staff, and advisors. This is a full-time position.
Primary Responsibilities:
- Respond to inbound calls, including but not limited to:
- Life Insurance case design and illustrations
- Life Insurance product recommendation and intelligence
- Pre-sale application and underwriting support
- On-boarding and contracting assistance
- Product solutions and marketing programs
- Build and maintain relationships with Affiliated Partner Agency principals and key staff
- Navigate insurance companies to ensure timely placement of cases utilizing problem solving skills
- Understand and adhere to the Education, Value, & Partnership of Simplicity
- Bachelors degree preferred
- Experience in Life Insurance Industry strongly preferred
- Experience in a customer service role
- Positive attitude, outgoing and people-oriented
- Strong communication skills a must
- Proven ability to build relationships, especially those through phone calls
- Effective listening skills
- Must be collaborative team player
Compensation
- Annual base salary: $50,000-55,000 based on experience
- This is an exempt position
- Annual performance bonus target: 15%
- Commission
- Employee benefits (medical, dental, vision, life insurance, other)
- 401k with employer match
- Paid Time Off
- Paid parking
- This role can be hybrid, with in-office and remote work location
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.
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 : $50,000 - $55,000
