JC
Julio C. Rivera
Advisor Development Consultant at Simplicity
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Work Experience
Advisor Development Consultant
Jun 2019 - Present · 5 years and 7 months
JKS Financial
Associate Financial Advisor
Apr 2018 - May 2019 · 1 years and 1 months
Financial Advisor
2015 - Apr 2018 · 3 years and 3 months
Company Details
1001-5000 Employees
Led by hallmarks of education, value and partnership, Simplicity Group provides holistic financial professionals and their clients with a comprehensive suite of products and services for every phase of life. 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 guaranteed income, life insurance, wealth management, and long-term care. The organization also delivers sales and marketing resources and training to help its partners consistently grow their businesses and serve their clients.
Year Founded
2016
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
86 Summit Ave Summit, New Jersey 07901, US
Keywords
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