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Internal Wholesaler
at Simplicity Financial Distributors
Scottsdale, AZ

Internal Wholesaler
at Simplicity Financial Distributors
Scottsdale, AZ

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Job Description

Department:      Sales

Position Title:    Internal Wholesaler

Reports to:         National Sales Manager

Essential Job Function:

As an Internal Wholesaler, you will be responsible for acquiring new advisors, maintaining relationships with existing advisors and moving advisors to the next level of production using our market-leading tools and a consultative sales process.  We will help you gain the skills needed to succeed as well as provide a consistent flow of new recruiting opportunities to help you build your production. 

Primary Responsibilities:

·        Recruit agents/advisors and support a book of agents/advisors

·        Provide product support, including comparative analysis, quotes and illustrations

·        Promote our market-leading marketing programs to your agents/advisors

·        Coordinate with our service department to provide L&A, new business and support to your agents/advisors

·        Promote product ideas to your agents/advisors


·        1-3 years of experience in sales or other relevant job experience

·        Basic understanding of financial markets and retirement trends

·        Ability to use social media to increase sales effectiveness

·        Ability to pass the insurance and/or securities examinations

·        College degree preferred

Core Competencies:

·        Strong communication skills

·        Strong telephonic skills

·        Self-starter that thrives on high activity in a high-energy environment

·        Personal Effectiveness / Credibility

·        Demonstrates professionalism and business acumen

·        Willing to accept constructive feedback in order to grow professionally


·        Competitive base salary:  $40,000

·        Aggressive Commission Schedule

·        Employee benefits (health, 401K, life, etc)

·        Paid Time Off / Paid Holiday Closings

Location:  Scottsdale, AZ (reporting into New York, NY)

Company Description

Simplicity Financial Distributors “SFD”, part of Simplicity Group Holdings, is a leading annuity FMO focused on financial institutions and partner firms. It was founded in 2007 and is an industry leading expert in annuity and life insurance distribution. The SFD team have been innovators in helping financial advisors and partner agencies market fixed and fixed indexed annuities on an efficient basis.

Simplicity Financial Marketing Group Holdings (“SGH”) is a financial holding company that operates in the financial services sector through nine operating companies which specialize in, among other things, the distribution of retirement and financial planning products, including insurance and securities. SGH partners will holistic financial planners and other wealth and retirement advisors to help retirees and the soon-to-retire baby-boomers plan for a financially secure retirement. Through its network of advisors, SGH will assist in the placement of over $3.5 billion of financial assets in 2018. SGH is a fast-growing business, focused on organic growth initiatives to help its advisor partners grow their businesses but which is also focused on growing by acquisition. SGH has over 225 employees and 10 offices and dates its history back 40 years. SGH is owned by one of the leading NYC-based financial services private equity funds and also by its principals, who help drive SGH’s day-to-day business.

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