Simplicity Group
6 days ago Be among the first 25 applicants
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:
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
Qualifications:
Bachelors degree preferred Experience in Life Insurance Industry strongly preferred Experience in a customer service role
Core Competencies:
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 & Benefits:
Compensation
Annual base salary: $50,000-55,000 based on experience This is an exempt position Annual performance bonus target: 15% Commission
Benefits
Employee benefits (medical, dental, vision, life insurance, other) 401k with employer match Paid Time Off Paid parking
Location : 3600 American Blvd. Suite 750 Bloomington, MN 55431
This role can be hybrid, with in-office and remote work location
Company Description
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 solutions. Simplicity Group and its wholly-owned Broker-Dealer, 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 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.
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 solutions. Simplicity Group and its wholly-owned Broker-Dealer, 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 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. Seniority level
Seniority level Entry level Employment type
Employment type Contract Job function
Job function Sales and Business Development Industries Insurance and Employee Benefit Funds Referrals increase your chances of interviewing at Simplicity Group by 2x Minneapolis, MN $45,000 - $50,000 1 week ago Account Associate - State Farm Agent Team Member
Account Associate - State Farm Agent Team Member
Eden Prairie, MN $65,000 - $75,000 2 years ago Account Associate - State Farm Agent Team Member
White Bear Lake, MN $50,000 - $70,000 2 years ago Minneapolis, MN $65,000 - $77,000 2 weeks ago Minneapolis, MN $100,000 - $100,000 6 days ago Eden Prairie, MN $65,000 - $70,000 3 weeks ago Account Associate - State Farm Agent Team Member
Columbia Heights, MN $65,000 - $85,000 2 years ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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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
Qualifications:
Bachelors degree preferred Experience in Life Insurance Industry strongly preferred Experience in a customer service role
Core Competencies:
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 & Benefits:
Compensation
Annual base salary: $50,000-55,000 based on experience This is an exempt position Annual performance bonus target: 15% Commission
Benefits
Employee benefits (medical, dental, vision, life insurance, other) 401k with employer match Paid Time Off Paid parking
Location : 3600 American Blvd. Suite 750 Bloomington, MN 55431
This role can be hybrid, with in-office and remote work location
Company Description
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 solutions. Simplicity Group and its wholly-owned Broker-Dealer, 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 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.
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 solutions. Simplicity Group and its wholly-owned Broker-Dealer, 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 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. Seniority level
Seniority level Entry level Employment type
Employment type Contract Job function
Job function Sales and Business Development Industries Insurance and Employee Benefit Funds Referrals increase your chances of interviewing at Simplicity Group by 2x Minneapolis, MN $45,000 - $50,000 1 week ago Account Associate - State Farm Agent Team Member
Account Associate - State Farm Agent Team Member
Eden Prairie, MN $65,000 - $75,000 2 years ago Account Associate - State Farm Agent Team Member
White Bear Lake, MN $50,000 - $70,000 2 years ago Minneapolis, MN $65,000 - $77,000 2 weeks ago Minneapolis, MN $100,000 - $100,000 6 days ago Eden Prairie, MN $65,000 - $70,000 3 weeks ago Account Associate - State Farm Agent Team Member
Columbia Heights, MN $65,000 - $85,000 2 years ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr