Job Details
Internal Wholesaler / Marketing Associate (Base + VC Oppty)
StandardSimplicity Group Holdings
Monticello, MN
101 West Broadway St, Monticello, MN
Category
Business
Job Type
Full_Time
Salary
40000USD per year
Posted Date
June 18, 2025
Job Description
Job Description
Department: Sales
Position Title: Internal Wholesaler
Reports to: National Sales Manager
Essential Job Function:
As an Internal Wholesaler, you will be responsible for acquiring new advisors, maintaining relationships with existing advisors and moving advisors to the next level of production using our market-leading tools and a consultative sales process. We will help you gain the skills needed to succeed as well as provide a consistent flow of new recruiting opportunities to help you build your production.
Primary Responsibilities:
· Recruit agents/advisors and support a book of agents/advisors
· Provide product support, including comparative analysis, quotes and illustrations
· Promote our market-leading marketing programs to your agents/advisors
· Coordinate with our service department to provide L&A, new business and support to your agents/advisors
· Promote product ideas to your agents/advisors
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
Core Competencies:
· Strong communication skills
· Strong telephonic skills
· Self-starter that thrives on high activity in a high-energy environment
· Personal Effectiveness / Credibility
· Demonstrates professionalism and business acumen
· Willing to accept constructive feedback in order to grow professionally
Compensation:
· Competitive base salary plus Bonus
· Employee benefits (health, 401K, life, etc)
· Paid Time Off / Paid Holiday Closings
Location: Glastonbury, CT or Monticello, MN
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.
Company Description
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July 17, 2025 23:45
July 19, 2025 08:46
July 19, 2025 08:46
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