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Simplicity Group Tech Stack

Insurance and retirement planning advisory platform for wealth transfer and 401k management

Insurance and Employee Benefit Funds Richfield, Ohio 10,001+ employees Founded 2017 Privately Held
amicumfinancial.com LinkedIn

Simplicity Group operates a financial advisory and insurance platform focused on retirement planning, life/health insurance, and wealth transfer strategies. The company is scaling sales and support roles while confronting operational friction: commission reconciliation bottlenecks, SLA misses, and advisor recruitment/retention challenges suggest the core product sits at the intersection of complex carrier workflows and high-volume transaction processing. The tech stack (Salesforce, AWS, Microsoft Office) is functional but lightweight for the compliance and data intensity typical of insurance operations.

Tech Stack 11 technologies

Core StackSalesforce AWS Microsoft Office Google Excel Google Workspace Outlook Word Adobe GCP PowerPoint

What Simplicity Group Is Building

◆Challenges

  • Meeting service level agreements
  • Recruiting financial advisors
  • High volume processing
  • Meeting slas
  • Audit commission statements
  • Troubleshoot commission issues
  • Reconcile commission payments
  • Expanding and retaining agent base
  • Inefficient application process
  • Carrier workflow complexity

▲Active Projects

  • Recruiting financial advisors
  • Advisor specific value creation plan
  • Execution plan delivery

Hiring Activity

Minimal20 roles · 0 in 30d

Department

Sales
8
Support
3
Administration
2
Finance
2
Operations
1
Ops
1
Technology
1

Seniority

Mid
10
Junior
4
Manager
2
Director
1
Senior
1
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About Simplicity Group

Simplicity Group is a financial advisory and insurance services firm headquartered in Richfield, Ohio, operating under the Simplicity Wealth and Annuities banner. The company serves clients across life/health insurance, 401k planning, business continuation, retirement strategy, and estate planning. With over 10,000 employees, Simplicity Group operates at significant scale, though recent hiring has been sparse (no net new roles posted in the last 30 days). Current openings concentrate in sales and customer support, reflecting an organization in steady-state operations rather than aggressive expansion.

HeadquartersRichfield, Ohio
Company Size10,001+ employees
Founded2017
Hiring MarketsUnited States

Frequently Asked Questions

What is Simplicity Group's main business?

Simplicity Group, operating as Amicum Financial Group and Simplicity Wealth and Annuities, provides financial consulting, retirement planning, life/health insurance, 401k management, and estate planning services to individuals and businesses seeking wealth transfer and succession strategies.

Where is Simplicity Group headquartered?

Simplicity Group is headquartered in Richfield, Ohio. The company was founded in 2017 and is privately held.

What tech stack does Simplicity Group use?

Simplicity Group's primary stack includes Salesforce for CRM, AWS for infrastructure, Microsoft Office suite (Excel, Word, PowerPoint), Google Workspace, and Adobe for document/design work. The platform relies on standard enterprise tooling rather than specialized insurance software.

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