Key Account Associate

Job Description

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

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 1,200 employees and 90 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

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.\r\n\r\nThrough 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 1,200 employees and 90 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.\r\n\r\nFor more information, please visit simplicitygroup.com.