Wealth Accumulation and Protection Consultant

3 days ago


The Woodlands, United States Simplicity Group Holdings Full time
Join Our Team

We are seeking a highly motivated Wealth Accumulation and Protection Consultant to join our team at Simplicity Group Holdings. In this role, you will work closely with insurance and investment professionals to provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection.

Your Key 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.

Why Choose Us:

  • 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.

Our Company: Simplicity Group Holdings is a fast-growing business focused on organic growth initiatives to help its distribution partners expand their businesses. We are owned by leading San Francisco-based financial and tech-enabled services private equity firms and operate over 70 subsidiaries across the country.



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