Financial Services Representative

1 week ago


Monticello, Minnesota, United States Simplicity Group Holdings Full time
Job Title: Financial Services Representative

The Role:

We are seeking a highly motivated and experienced Financial Services Representative to join our team at Simplicity Group Holdings. As an Internal Wholesaler, you will be responsible for acquiring new advisors, maintaining relationships with existing advisors, and moving them to the next level of production using our market-leading tools and consultative sales process.

You will be working closely with our team to provide product support, including comparative analysis, quotes, and illustrations. Your primary responsibilities will include recruiting agents/advisors and supporting a book of agents/advisors. You will also promote our market-leading marketing programs to your agents/advisors and coordinate with our service department to provide L&A, new business, and support to your agents/advisors.

Key Qualifications:

  • 1-3 years of experience in sales or other relevant job experience
  • Basic understanding of financial markets and retirement trends
  • Ability to use social media to increase sales effectiveness
  • Ability to pass the insurance and/or securities examinations
  • College degree preferred

Compensation:

$55,000 - $65,000 per year, plus bonus potential. Employee benefits (health, 401K, life, etc), Paid Time Off / Paid Holiday Closings. Location: Glastonbury, CT or Monticello, MN



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