Job Description

Job Description

Job Description

Position Title: Entry Level / Junior Marketing Associate

Reports to: Manager, Marketing

Department: Marketing

Location: Simplicity Boston: 667 Boylston St, 5th floor, Boston, MA 02116 (in-office/hybrid)

Classification: Full-time, Exempt

Job Summary:  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 events and digital 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 strategies.
• 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:

• Bachelor’s degree in Marketing or a related field
• Previous marketing, agency, annuity, insurance and/or finance experience is preferred, but not necessary
• Positive attitude and focus on team success are a must

Core Competencies:

• Must be professional, detail oriented, organized, and self-motivated
• 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 successfully independently and within a team

Compensation:

• Base salary of $55,000-60,000
• Monthly commission opportunity
• Annual target bonus (up to 5% of base salary)

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Hybrid in-office and remote working opportunities

Office Location: Simplicity Boston: 667 Boylston St, 5th floor, Boston, MA 02116

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.

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 1,100 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.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Tags

Full time, Work at office, Remote work,

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