Financial Analyst

Job Description Job Description Position Title: Financial/Operations Analyst Reports to: Sr.

Financial Analyst Department: Operations Location: NIW – A Simplicity Company, 5830 Granite Parkway, Suite 700, Plano, TX 75024; in-office position Classification:

Full-time; Exempt Summary / Job Objective: The Financial/Operation Analyst will be responsible for the annual policy review/renewal process, including creating, analyzing, and reviewing life insurance illustrations, as well as providing additional support to the Operations team. The ideal candidate will possess strong problem-solving and analytical skills as well as life insurance experience.

Familiarity with policy illustrations and Intermediate to Advanced Excel skills are a must. Primary Responsibilities: · Run and create illustrations for NIW products · Ownership of annual policy review process · Actively follow up with agents, clients and carriers to ensure cases stay on track · Data entry for large datasets · Provide excellent customer service to internal and external customers · Maintain complete, detailed and accurate records for all cases · Process policy surrenders as needed, including evaluation of policy cash value · Work independently and in collaboration with Senior Financial Analyst and Director of Financing to review trend analysis, annual reporting and ad hoc reporting · Additional duties as needed Qualifications: · 2 years life Insurance experience with a life carrier required (case management, policy administration, customer service, or underwriting) · Proficient with technology / strong computer skills – specifically Microsoft Excel · Experience with financial reporting · Bachelor’s degree preferred, not required · Life Insurance license is a plus Core Competencies: · Self-Starter with the ability to work independently, research issues, and solve problems · Excellent interpersonal and written communications skills · Ability to prioritize and accomplish multiple tasks in a fast-paced environment Compensation & Benefits: Compensation (based on experience) Annual Salary: $60,000 - $70,000 This is an exempt position Annual performance bonus potential Benefits Employee benefits (medical, dental, vision, life insurance, other) 401(k) with employer match Paid Time Off Location : NIW – A Simplicity Company - 5830 Granite Parkway, Suite 700 – Plano, TX 75024 This role is an in-office position.

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 products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022.

Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition.

Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’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 products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022.

Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition.

Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.

For more information, please visit simplicitygroup.com.