Retirement and Insurance Product Advisor

3 weeks ago


The Woodlands, United States Simplicity Group Holdings Full time
About the Role

This exciting opportunity as a Retirement and Insurance Product Advisor at Simplicity Group Holdings involves working with insurance and investment professionals to provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection.

Main Responsibilities:

  • Providing marketing, financial planning solutions, fixed annuity knowledge, and exceptional customer service to independent agents/agencies.
  • Expanding and retaining an active agent base by establishing strong relationships with clients using professional phone skills.

What We Offer:

  • A competitive salary range of $30k - $50k based on experience.
  • Opportunities for growth and development within the company.
  • A comprehensive benefits package including medical, dental, vision, life insurance, and other perks.
  • A 401(k) plan with employer match.
  • Paid Time Off.

Work Environment: Our company culture values collaboration, innovation, and teamwork. As a member of our team, you will have the opportunity to contribute to our mission of helping individuals achieve their financial goals.



  • The Woodlands, United States Simplicity Group Holdings Full time

    About the Opportunity: We are seeking a seasoned Marketing Strategy Advisor to join our team at Simplicity Group Holdings. As a Marketing Strategy Advisor, you will be responsible for developing innovative solutions to expand the financial advisor's practice and provide exceptional customer service.">Main Responsibilities:Develop creative marketing...


  • The Woodlands, United States Simplicity Group Holdings Full time

    Job DescriptionJob DescriptionPosition Title:    Advisor Development Consultant        Reports to:        Principal PartnerDepartment:     SalesLocation:            In-office (Woodlands, TX), Hybrid or RemoteClassification:   Full-time, exempt Job Summary: The Advisor Development Consultant (ADC) is responsible for providing...


  • The Woodlands, United States TWFG Insurance Full time

    About the RoleWe are seeking an experienced Insurance Operations Support Specialist to join our team at TWFG Insurance. As a key member of our operations department, you will provide critical support to our agents, ensuring they have the necessary tools and resources to succeed. This role is ideal for someone with a strong background in insurance agency...


  • The Woodlands, United States Indorama Ventures Full time

    **Job Description** : Indorama Ventures- Indovinya is looking for a Customer Service Advisor II to join our team in The Woodlands, TX. The Customer Service Advisor II will work in a fast-paced and collaborative team environment. This role is responsible for managing day-to-day relationships and orders for complex, key customer accounts, ensuring proficient...


  • The Woodlands, United States TWFG Insurance Full time

    Job DescriptionJob DescriptionTWFG is one of the largest privately held independent insurance agencies in the country and is headquartered in The Woodlands, TX. TWFG Insurance represents over 200 insurance carriers and is licensed to do business in 49 states. An Operations Support Associate is responsible for providing all agents with the tools and...

  • Financial Advisor

    5 days ago


    The Woodlands, United States Bogart Wealth Full time

    Overview:As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with additional team members, providing financial planning, investment advisory support, and facilitate business development initiatives. Responsibilities:Our Financial Advisor in The...

  • Financial Advisor

    5 days ago


    The Woodlands, United States Bogart Wealth Full time

    Overview:As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with additional team members, providing financial planning, investment advisory support, and facilitate business development initiatives. Responsibilities:Our Financial Advisor in The...


  • The Woodlands, United States Indorama Ventures: Indovinya Full time

    Indorama Ventures- Indovinya is looking for a Customer Service Advisor II to join our team in The Woodlands, TX. The Customer Service Advisor II will work in a fast-paced and collaborative team environment. This role is responsible for managing day-to-day relationships and orders for complex, key customer accounts, ensuring proficient and knowledgeable...


  • The Woodlands, United States Indorama Ventures: Indovinya Full time

    Indorama Ventures- Indovinya is looking for a Customer Service Advisor II to join our team in The Woodlands, TX. The Customer Service Advisor II will work in a fast-paced and collaborative team environment. This role is responsible for managing day-to-day relationships and orders for complex, key customer accounts, ensuring proficient and knowledgeable...


  • The Woodlands, United States TWFG Insurance Full time

    TWFG Insurance represents over 200 insurance carriers and is licensed to do business in 49 states.About UsThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.An Operations Support Associate plays a vital role...


  • The Woodlands, United States TWFG Insurance Full time

    About the JobWe are seeking a highly organized and detail-oriented Operations Support Associate to join our team at TWFG Insurance. As a key member of our operations team, you will be responsible for providing exceptional customer service, managing multiple projects, and staying up-to-date on carrier and product availability.ResponsibilitiesManage internal...


  • The Woodlands, United States TWFG Insurance Full time

    About the JobTWFG Insurance seeks an experienced Operations Support Associate to join our team. In this role, you will provide critical support to our agents, ensuring they have the necessary tools and resources to succeed.Your responsibilities will include maintaining relationships with carriers and agents, managing the on-boarding process, and handling...


  • The Woodlands, United States Simplicity Group Holdings Full time

    Job OverviewThe position of Licensing and Contracting Manager is a crucial role in the Simplicity Group Holdings organization. As a leader in our team, you will be responsible for managing our licensing and contracting operations.This includes ensuring that our agents are properly licensed and contracted to sell insurance products. You will also be...


  • the woodlands, United States Indorama Ventures: Indovinya Full time

    Indorama Ventures- Indovinya is looking for a Customer Service Advisor II to join our team in The Woodlands, TX. The Customer Service Advisor II will work in a fast-paced and collaborative team environment. This role is responsible for managing day-to-day relationships and orders for complex, key customer accounts, ensuring proficient and knowledgeable...


  • The Woodlands, United States Simplicity Group Holdings Full time

    ResponsibilitiesAs a Financial Services Consultant at Simplicity Group Holdings, your primary responsibilities will include:Developing and implementing effective marketing strategies to expand our client base.Providing expert advice on financial planning solutions and insurance products to meet the needs of our clients.Maintaining strong relationships with...


  • The Woodlands, United States Simplicity Group Holdings Full time

    Job SummaryIn this pivotal role at Simplicity Group Holdings, you will lead the Licensing and Contracting team in The Woodlands office. As a seasoned manager, you will collaborate closely with Partners, Carriers, Advisors, and Marketers to facilitate the processing of agent licenses and contracting requests. This is an Exempt position with an annual...


  • The Colony, Texas, United States Matt Bischof Insurance Group Full time

    About Our CompanyMatt Bischof Insurance Group is a thriving local GEICO agency in The Colony, Texas, dedicated to delivering outstanding service and tailored insurance solutions to our clientele. We believe in fostering growth, celebrating achievements, and providing ample opportunities for professional development.We are seeking an Entry-Level Insurance...


  • The Woodlands, United States Disability Solutions Full time

    Fragrance & Beauty Advisor - Woodlands, TX At CHANEL , we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness of our teams. We strongly encourage your application, as we value the perspective,...


  • The Woodlands, United States TWFG Insurance Full time

    About the OpportunityTWFG Insurance is a national leader in the insurance industry, with over 300 retail offices in 16 states and 2200 wholesale independent agents in 38 states. We're seeking a skilled Customer Service and Operations Associate to join our team and contribute to our continued growth and success. This role offers a unique opportunity to work...


  • The Woodlands, United States Simplicity Group Holdings Full time

    About the Job: We are looking for a skilled Sales Development Specialist to join our team at Simplicity Group Holdings. As a Sales Development Specialist, you will be responsible for making proactive outbound sales calls to recruit financial advisors and train them on product solutions and marketing programs.">Responsibilities:Recruit financial advisors and...