Job Description

DEPARTMENT:     Marketing         

POSITION TITLE:    Junior Marketing Associate        

REPORTS TO:        Director, Marketing

ESSENTIAL JOB FUNCTION:

The Junior Marketing Associate will work their way to being a key liaison between Simplicity Group’s marketing programs and our customer, the independent financial advisor/agent.  With an entrepreneurial spirit and drive to help independent financial advisors/agents succeed with their event related marketing efforts, the Junior Marketing Associate will help implement the marketing programs that Simplicity Group offers. The Junior Marketing Associate will be trained to coach advisors/agents on marketing best practices, help them plan and execute marketing events and hold them accountable through the successful implementation process with a focus on results.

PRIMARY RESPONSIBILITIES:

·       Act as the key marketing contact for the independent financial advisors/agents you serve, coordinating their marketing efforts with direction from Simplicity Sales and Marketing leadership.

·       Facilitate consumer focused marketing event programs that result in helping advisors/agents get in front of highly qualified prospects.

·       Ensure effective communication between advisors/agents and our sales team on all Simplicity marketing initiatives.

·       Effectively communicate and gather unique information to understand where Simplicity marketing programs may fit into an individual advisors’/agents’ practice.  Use this information to help implement and execute key marketing events.

·       Assist with implementation and ongoing service of marketing systems for advisors.

·       Support the Sales Team by providing outstanding customer service to financial advisors/agents, at times unrelated to marketing. 

·       Support the Marketing Team by helping with corporate events, campaigns, program development, and any other outstanding tasks laid out by the department.

QUALIFICATIONS:

This position requires a 4-year degree in a related field. Previous marketing, annuity, insurance and/or finance experience is welcomed, but not necessary.  A positive attitude and focus on team success are a must.

CORE COMPETENCIES:

·       Must be professional, detail oriented, organized, and self-motivated.

·       The Junior Marketing Associate will serve many internal and external customers, and therefore must possess outstanding written and oral communication skills.

·       Must be able to work in a fast-paced environment with quick turnarounds, manage multiple tasks and projects and produce error-free work.

·       Ability to work alone and with a team. Familiarity with financial services or insurance industries a 

COMPENSATION:

·          Base salary of $40,000 to $50,000 depending on skill and experience

·          Monthly bonus opportunity

·          Annual target bonus (up to 5% of base salary)

·          Employee benefits (health, 401k, life, etc.)

·          Paid Time Off

OFFICE LOCATION:  Scottsdale, Arizona (moving to Phoenix, AZ 1Q2023)

Company Description

Headquartered in Summit, New Jersey, Simplicity Group Holdings (“Simplicity”) is one of the nation's largest and fastest-growing financial product distribution companies. Led by hallmarks of education, value, and partnership, Simplicity provides financial professionals and their clients with a comprehensive suite of products and services for developing and supporting holistic financial planning solutions. Simplicity provides its advisor, agent, broker-dealer, and financial institution partners with best-in-class and proprietary products and operational support in the areas of wealth management, guaranteed income, long-term care, and life insurance. The organization also delivers educational sales and marketing resources to help its partners consistently grow and scale their businesses and improve their service capabilities. In addition to organic growth, the company is also focused on growth by acquisition, with more than 40 companies joining the organization since 2016. Each of Simplicity's operating businesses is directed by its local management team and benefits from access to Simplicity's group resources. Simplicity has more than 500 employees and 35 operating subsidiaries across the US. Simplicity is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive the organization’s day-to-day business. Through partnership with top distribution organizations and technology companies, Simplicity seeks to provide compelling business solutions that will attract the industry's best leadership, talent, advisors, agents, and future partners. For more information, please visit simplicitygroup.com.