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Job Description Position Title: Financial Commission Analyst Reports to: Commissions Manager Department: Finance/Commissions Location: Summit NJ; in-office position Classification: Full-time Summary / Job Objective: This position is responsible for commission, production processing and reporting. As a part of our Finance and Commissions team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company and learn our business while taking the next step of your career. In this role, you will be working closely with Finance, Operations and Sales Team. Primary Responsibilities: · Process monthly and weekly commissions: this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payments · Summarize and communicate commission data to multiple team members · Calculate and audit commissions payments to sales personnel based on commission plan provisions · Maintain an accurate trackable record of commissions and supporting data · Review, upload and enter commission data into Sales Force (the CRM system) · Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process · Audit of commission statements to ensure the organization is receiving correct payments · Trouble shooting commission issues and resolve through investigation · Perform other duties as assigned · Maintain strict confidentiality in all aspects of the job Qualifications: · Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar) · 4+ years of experience in commissions or accounting/finance field · Strong math skills/ analytical thinking skills · Detail orientated and comfortable working with large data sets · Strong computer skills – Excel (formulas, pivot tables) · Salesforce.com experience a plus, but not required · Willing to take ownership of the position · Ability to understand the time standards and order of work flow to complete the prime responsibilities Core Competencies: · Possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization · Able to work successfully in a team environment as well as independently · Ability to handle change and be effective in a fast-paced environment · Strong time management skills with ability to prioritize tasks and meet deadlines · Great written and verbal communication skills · Excellent organizational skills Compensation & Benefits: Compensation (based on experience) • Base salary: $50K-$65K based on experience, • This is an exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off 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 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.\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 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.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: HR Coordinator Reports to: CHRO Department: Human Resources Location: Summit, NJ Position Type: In-Office Classification: Full-Time; Exempt (Salary) Responsibility Summary / Job Objective: We are looking for an HR Coordinator to join our Headquarters team in Summit, NJ. In this role, you will serve as a key operational link between high-volume administration and strategic people support for our nationwide workforce. You will assist the team with the full employee lifecycle—from talent acquisition and onboarding to employee engagement, professional development, and offboarding across all regions. As a trusted point of contact for employee inquiries, you will ensure all HR practices remain seamless, data-driven, and fully aligned with both company policies and federal and multi-state labor standards. Primary Responsibilities: · Onboarding Coordination: Assist with full onboarding lifecycle for employees across the U.S., including background check processing, drafting employment terms, and ensuring all new hire documentation meets company and nationwide standards. · Compliance Training: Provide mandatory compliance training instructions as needed, proactively tracking and ensuring 100% completion rates to maintain organizational and nationwide regulatory standards. · Employee Relations Support: Serve as the primary first point of contact for the nationwide workforce, providing guidance on company policies, holiday schedules, and general HR procedures via in-person, phone, and email interactions with a high level of responsiveness and professionalism. · Lifecycle Data Management: Process employee lifecycle changes, including name changes, compensation adjustments, promotions, and title updates, while managing the administrative logistics and documentation for terminations. · Records & Document Control: Maintain personnel files, HR templates, and company intranet documents to ensure they are accurate, accessible, and compliant. · Audit Readiness: Support internal and external audits by maintaining a perpetual state of audit-readiness across all employee records. · Employment Verifications: Respond to and process all external requests for verification of employment (VOE) in accordance with company policies. · Additional tasks as assigned. Qualifications: · Bachelor’s degree in Human Resources, Business Administration, or a related field, preferred. · 2+ years of experience in an HR administrative or coordinator role, preferably within a fast-paced environment. · Strong technological proficiency in Microsoft Office/Google Suite and hands-on experience with HRIS software. · Experience supporting organizations with numerous locations nationwide is highly preferred. · Basic understanding of federal and state employment laws and a proven ability to handle sensitive documentation, such as employment terms and background check reports, with strict confidentiality. · Exceptional organizational skills, high emotional intelligence, and the ability to manage competing priorities while maintaining a high level of discretion. Core Competencies: · Communication: Clearly and effectively communicating both verbally and in writing. · Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors. · Initiative: An entrepreneurial self-starter who operates independently to exceed goals. · Discretion: Proven ability to handle sensitive and confidential information with professionalism. · Reliability: Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale. · Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals. · Adaptability: Adjusting quickly and effectively to shifting priorities and evolving technologies. Essential Job Functions: · Maintain a stationary position (sitting or standing) for extended periods. · Communicate and exchange accurate information clearly with peers, leadership, and external partners. · Collaborate closely with colleagues and external parties to achieve project goals. · Operate computers and standard office equipment on a constant basis. · Perform repetitive motions involving wrists, hands, and fingers. · Assist clients and colleagues via telephone, email, and in-person. · Observe and analyze details at close range. Travel Requirements: · Minimal to None: Approximately 0%-9% (Office-based with potential for day trips or annual meetings). Business Hours: · Flexible Schedule: Monday-Friday, 8:30am-5:00pm EST with a 30 minute lunch break. Start and end times may be adjusted with manager approval, provided core business needs are met. Compensation & Benefits: Compensation (based on experience) · Base Salary: $65,000-$75,000 annually · This is an Exempt position · Annual Performance Bonus Target: 5% Benefits · Employee Benefits (Medical, Dental, Vision, Life Insurance, other) · 401k with Employer Match · Paid Time Off · Paid Parking, if applicable Location: 475 Springfield Avenue, Summit, NJ 07901 *This role is an in-office position Company DescriptionHeadquartered 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 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.\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 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.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position Title: UX Designer Reports to: Director, Creative Services Department: Marketing, Creative Services Location: Minneapolis, MN OR Summit, New Jersey Classification: Full-time, in-office Summary / Job Objective: Simplicity Group is seeking a creative and collaborative UX designer to join our creative services team. The ideal candidate is a problem-solver with a passion for aligning design with functionality to create a positive user experience. This role requires proficiency in Salesforce and HTML/CSS/or the ability to communicate effectively with developers. Familiarity with design systems and front-end implementation tools is also required, along with strong visual design skills. Essential Job Functions: As a UX designer, you will help define and improve the usability and effectiveness of our digital products (e.g., advisor/agent portals, internal tools, and applications) through process, structure, research, and execution. Your essential functions will center on ensuring our internal platforms are intuitive, efficient, and meet user needs. Your daily tasks will include conducting foundational research to analyze current and future user journeys, developing interactive prototypes to test user interactions, and testing the overall usability of our systems. Primary Responsibilities: · Perform UX research through user interviews, internal usage data, and competitive analysis · Prepare and deliver detailed design specifications and assets · Develop interactive prototypes to test user interactions · Create wireframes to focus on product structure and functionality of new features · Work closely with internal technology and operations teams to understand business requirements and ensure technical feasibility · Translate complex business processes and financial concepts into clear and logical user flows and journey maps to visualize the user's path through the product · Serve as a bridge between technology and design and effectively pitch the value of insights and ideas for different departments · Focus on the “big picture,” thoroughly understanding how design and technology changes affect the overall user experience · Ability to adapt to shifting priorities and timelines Qualifications: · Salesforce Certified Platform Strategy Advisor (Preferred) · Strong UX or Strategy Design Portfolio (Required) · Minimum 3 years of UX or Strategy Design Experience (Required) Core Competencies: · Wireframing & Prototyping · User Research · Visual/UI Skills · Information Architecture · Problem Solving · Business Acumen Compensation & Benefits: Compensation (based on experience) · Annual Salary: $85,000 - $100,000 · Annual performance bonus target: 7% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave Summit, NJ 07901 OR 3600 American Blvd W #700 Minneapolis, MN 55439 *This role is an in-office position Company DescriptionHeadquartered 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 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.\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 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.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Broking Specialist receives and processes submissions for business from a network of insurance agents, obtains quotes from multiple insurance carriers, and provides agents with multiple quotes based on business requirements. Develops and maintains a network of agency and/or broker relationships. Primary Responsibilities • Collaborates with Account Managers and Client Advisors in assigned division to develop coverage strategy and marketing initiatives for renewal and prospective business in the Middle Market segment., • In conjunction with other team members, prepare, review, and approve client-ready documentation, including proposals, analysis, and coverage comparisons, for new business opportunities and renewals., • Participate in client and prospect meetings as requested., • Negotiate with underwriters to establish best terms and conditions with respect to premiums and coverage., • Develop and maintain positive relationships with carriers that write both Middle Market and upper Middle Market P&C business., • Drive utilization of all available technology throughout broking process and client service process, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Basic understanding of standard property and casualty insurance programs, • Purposeful, results-driven, competitive, tenacious desire to win, • Knowledgeable of the insurance marketplace and keeps current with marketplace changes, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clients Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $75,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. #LI-MA1 Powered by JazzHR vrHsl0omz6

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor - New Jersey Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-CM1 Powered by JazzHR zmFnpjpwxr

Job DescriptionMortgage Loan Officer Wholesale Non-Delegated Lender Company: Tag Lending Group, LLC Location: Remote (Nationwide) Employment Type: W-2 Only Minimum Production: $1,000,000 funded monthly We Dont Just Originate, We Automate. Lets TAG TEAM This Deal. At Tag Lending Group, youre not just another MLO. You're stepping into a platform built for performance, designed to help you win every deal, work smarter, and scale fast without friction. We give you a large sandbox of 60+ investors, pricing exceptions, direct lending relationships, and automation so dialed in, youll wonder how you ever closed loans before. About the Role This is not a retail branch job. Its a direct pipeline into a non-delegated lending platform with pricing control, investor flexibility, and speed to close. If you're tired of bloated operations, capped comp, or fighting over rates, this is where you reset the game. Tag Lending Group gives you access to over 60 investors, full back-end support, automation that works for you, and tech that doesnt just sit there, it closes deals. Why Join Us? 1. Access to over 60 wholesale investors no overlays, no rate wars, just flexibility to win, 2. Exception pricing available through our investor network, Youll NEVER Lose a deal again!, 3. Same-day approvals, 14-day closings from submission to CTC, 4. Proprietary Roadmap to Homeownership for a frictionless borrower experience, 5. Pre-underwriting, setup, and contract processing support included, 6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 7. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 8. Weekly playbooks and live coaching from producers whove closed $100M+, 9. Certified HubSpot Partner your CRM, CMS, and automation is built with the #1 AI-driven platform in the country, 10. Total pricing flexibility: we DO NOT lose deals, 11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • 180 BPS on self-generated business (This is up to 225BPS depending on your Company Margin Agreement each quarter), • 100 BPS on company-provided leads, • 70 percent of net on DSCR, Fix & Flip, and commercial, • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook Solid follow-up discipline (we expect 8/10 or higher) Must be proficient with digital systems, including HubSpot, Arive, and Slack Experience with purchase business preferred Where Were Licensed: We are currently licensed in: Lender: FL, SC, TN, TX, GA, MI, NM Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You dont chase documents; our system handles it, • You dont operate alone; our back-end team is always live, • You dont compete against retail, you outperform it We dont wait for the industry to change; we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction WATCH VIDEO Step 2: Complete the hiring assessment COMPLETE ASSESSMENT Step 3: Learn how we operate before speaking to our CEO WHY CHOOSE TAG? Lets TAG TEAM This Deal. Apply today and get the platform youve always deserved. This is a remote position.

Job Description Position Title: Advisor Engagement Business Consultant Reports to: SVP, Wealth Department: Simplicity Wealth: Business Consulting Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: We have a current opening for an Advisor Engagement Business Consultant in our Summit, NJ office. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, consistently performs at a high level under variable workloads, and has a passion for making a positive impact with our independent Advisors. You will have broad exposure to multiple internal departments with a primary focus on Relationship Management, Organic Sales Growth and Business Consulting to help our Advisors grow their business. Primary Responsibilities: · Serve as the primary liaison and partner for affiliated Advisors, ensuring an optimal client experience and maximum utilization of the Simplicity Wealth platform, products, and services. · Conduct in-depth assessments of Advisor practices to provide tailored solutions to help maximize all aspects of their business and bridge gaps between current and desired goals. · Responsible for driving organic Advisor growth by offering expertise in practice management: including strategy, financial planning conversions, operations, lead generation, investment strategies, and marketing. · Assist in the design and creation of resources to help support Advisor development. · Collaborate, coach, and answer Advisor questions via phone, e-mail, and video, handling high levels of inbound/outbound Advisor calls and interactions · Lead regular educational webinars on best practices and Platform tools. · Ensure seamless Advisor support and resolution of issues in partnership with other internal teams and Advisor Development Consultants (ADCs). · Drive Advisor satisfaction, loyalty, and retention by ensuring successful platform integration and promoting the adoption of Simplicity solutions and coaching programs. · Provide ongoing reporting of Advisor metrics and progress in conjunction with other internal teams. · Actively facilitate Advisor connections with internal Subject Matter Experts (SMEs). · Maintain extensive and regular communication with affiliated Advisors, ADCs, and internal partners/stakeholders to build and maintain strong relationships. · Utilize Salesforce and other core technologies to accurately report, track, and manage all client engagements, activities, and opportunities. · Lead, manage, or actively participate in the assessment, and research for strategic company initiatives as assigned by management. · Provide training, mentorship, and education to other business consulting team members and internal staff to ensure a comprehensive understanding of the function, services, and support offered. Qualifications, Education & Experience: · Bachelor’s Degree, with an advanced degree or financial designations, preferred. · 3+ years of relationship management, wholesaler, and /or business consulting experience. · 6+ years broad business and/or sales experience. · 8+ years in the financial services / wealth management industry. · Proven leadership experience and ability to effectively partner with others. · Deep investment and product knowledge, and the ability to articulate complex ideas. · Strong familiarity with wealth management services and/or practice management. · RIA or previous Financial Advisor experience highly valued. Core Competencies: · Time & Priority Management: Well-developed organizational and project management skills. Proven ability to self-direct, manage time, and deliver against tight deadlines. · Flexibility & Detail: Ability to see the big picture while maintaining exceptional attention to detail. Ability to multitask effectively in a busy environment with a "can-do" attitude. · Collaboration: Ability to work independently and seamlessly as a team player. · Technology Aptitude: Demonstrate a strong aptitude and appetite for new technology. · Availability: Ability to travel and work overtime as needed. Available to take urgent Advisor calls outside normal business schedule. · Critical Thinking & Problem-Solving: Possess solid intellectual, analytical, strategic thinking, and creative problem-solving skills. Ability to analyze and define complex problems, collect data, establish facts, and draw valid conclusions. Exhibit critical thinking and problem-solving skills to address Advisor concerns. · Communication/Sales: Excellent written and verbal communication and presentation skills, with the ability to express complex business concepts and technical terms clearly and with a high level of professionalism. Must be able to confidently speak with Advisors to facilitate value-driven discussions. · Drive & Work Ethic: Embody a tenacious drive, self-motivation, customer-centric mindset, and a commitment to owning results. Enthusiastic and effective under pressure. · Leadership & Accountability: Ability to inspire commitment, contributes to a positive culture, self-driven, and takes responsibility for actions. Able to hold self highly accountable for success measures and navigate change while maintaining alignment with organizational values. Maintains a mix of emotional intelligence, strategic foresight, and the courage to make difficult decisions to ensure long-term success. Compensation & Benefits: Compensation (based on experience) • Annual base salary: $125,000 -$135,000 / exempt, • Annual performance bonus target: 15% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Avenue, Summit, New Jersey 07901 Company DescriptionHeadquartered 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 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.\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 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.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: Project Manager Reports to: VP, Project Management Department: PMO & Integration Location: 475 Springfield Ave, Summit, NJ (in-office strongly preferred) Classification: Full-time / Exempt Summary / Job Objective: The primary objective of the Project Manager is to plan, execute, and finalize projects within deadlines and budget, ensuring all project goals are met. This includes acquiring resources, coordinating the efforts of team members and third-party contractors or consultants, and defining the project's objectives and overseeing quality control throughout its life cycle. Primary Responsibilities: · Plan, execute and successfully complete complex projects and initiatives across multiple business units. · Develop project plans to implement integration strategies. · Develop roadmaps with defined milestones, scope and success metrics. · Lead cross-functional planning sessions across workstreams. · Serve as a bridge builder/ key liaison between various business units, partner subsidiaries and executive leadership. · Drive organizational change and the change management process, including assessment of cultural fit, changing communications and training/ support to minimize organizational disruption. · Assist team members to identify, assess and mitigate project risk. · Assist team members to identify, assess and manage complexity and project dependencies. · Provide clear, transparent and expediate status reports and communications; highlight key risks, decisions. needed, and benefit realization updates. Qualifications: · Bachelor’s degree in a relevant field (e.g., Business, Finance, Technology, Engineering) or equivalent experience. · 3- 5 years minimum, proven experience as a Project Manager. · PMP (Project Management Professional) certification is strongly preferred. · Experience in managing projects involving company integrations (e.g., system or organizational integrations) is highly desirable. · Experience in the Financial Services industry is preferred. · Proficiency with project management software. · Experience with budget management and oversight Core Competencies: · Ability to be successful in ever-changing environments · Strong verbal and written communication skills · Detail-oriented · Driven by both a team environment as well as working independently Compensation & Benefits: Compensation (based on experience) · Annual Salary: $90,000 - $100,000 / Exempt · Annual Performance Bonus Target: 10% Benefits · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 475 Springfield Avenue, Summit, NJ or one of the nation-wide Simplicity Offices Company DescriptionHeadquartered 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 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.\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 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.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: Junior Data Analyst Reports to: Vice President, Technology Solutions Department: Technology Location: 11512 El Camino Real Suite 100. San Diego CA. 92130 or 475 Springfield Avenue Summit, New Jersey 07901; in-office Classification: Full-time; Exempt Summary / Job Objective: The Junior Data Analyst plays a key role in maintaining and improving the quality, consistency, and accuracy of data within Simplicity’s enterprise Salesforce platform. This position supports the VP of Technology Solutions by executing hands-on data stewardship and quality-control activities. Primary Responsibilities: Data Quality & Stewardship • Proactively monitor, analyze, and correct data integrity issues across Salesforce objects such as Agents, Agencies, Advisors, Clients, and Policies., • Validate and enrich records by comparing internal data to trusted third-party sources., • Execute scheduled and ad-hoc data cleansing initiatives to remove duplicates, normalize values, and align data with MDM and governance standards., • Partner with Licensing, New Business, and Commissions departments to identify and prioritize data improvement efforts., • Coordinate with system administrators and business stakeholders to design, test, and implement targeted data correction workflows., • Apply data governance policies and standards to day-to-day operations., • Document data definitions, stewardship processes, and change management procedures. Required: • Bachelor’s degree in computer science, Data Science, Business Administration, or a related field (or equivalent experience)., • 1-3 years of experience in data operations, CRM administration, or data stewardship roles., • Hands-on experience with Salesforce.com (Sales Cloud preferred)., • Experience using Salesforce Data Loader, DemandTools, or similar ETL tools., • Understanding data governance, master data management, or data quality frameworks., • Analytical & Critical Thinking: Ability to analyze complex datasets, perform root cause analysis, and devise effective solutions for data issues., • Meticulous Attention to Detail: Proven ability to identify subtle data anomalies, patterns, and inconsistencies with a high degree of accuracy. Compensation (based on experience) • Annual Base salary: $65,000 to $75,000; Exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match *This role is an in-office position Company DescriptionHeadquartered 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 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.\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 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.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Key Account Specialist (Food Broker) Affinity Group is seeking a sales-driven, business development influencer to be our next Key Account Specialist to spearhead growth in our New Jersey market. This is a great opportunity for a passionate professional with an entrepreneurial spirit. This position will be reporting to the Market Manager. Who We Are: Great Place to Work Certified | Your Bridge to Success | Why Our People Love Affinity Group Affinity Group is one of the fastest-growing food sales and marketing agencies, with a national presence throughout North America. We represent some of the most recognizable and well-regarded food brands in the industry, and bring decades of expertise and a consultative system that is tailored for a localized approach. Supported by the corporate sales support team, you’ll be part of a team that drives brand awareness and increases market demand for our clients. Perks & Benefits: • Health, vision, and dental insurance, • Life insurance and disability benefits, • 401(k) retirement plan, • Paid time off and company holidays, • Competitive pay + bonus potentialWhat You’ll Do:, • Develop and execute plans to boost brand awareness and generate sales within the Italian/Pizza segment, • Influence decision-makers in the foodservice industry, from restaurant owners to culinarians, • Participate in food shows, • Deliver impactful sales presentations and consultations to drive market sales growth, • Manage sales pipeline and ensure CRM data integrityWhat to expect:, • The typical work week: Monday through Friday, • During the food trade show season, the position requires the ability to stand for extended periods, with the ability to safely lift case goods (up to 50 lbs.), • Travel (Driving): Position requires daily motor vehicle travel to assigned locations. The candidate must possess an active Driver’s License and a clean driving recordQualifications:, • MANDATORY foodservice sales or operations experience within the Italian/Pizzeria Segment; culinary experience is a plus!, • Strong ability to connect with professionals at all levels, • Creativity in recommending menu ideas and a deep love for the culinary world, • A driven, proactive approach to client relationships, • Italian and/or Spanish fluency a plusBonus Points For:, • An associate or bachelor’s degree, • Experience with CRM systems Pay range is $70,000 - $75,000 The Affinity Group is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided on the basis of qualifications, merit, and business need. Powered by JazzHR hVfHfSvGN5