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Internal Wholesaler/Annuity Sales Business Consultant

Position Summary

The Annuity Sales Business Consultant is responsible for recruiting independent insurance agents to CreativeOne. This position demands self-motivation and a proactive approach to inside sales.

Duties and Responsibilities include, but not limited to:

  • Contact, profile and follow up on new leads in the CreativeOne CRM.
  • Speak with independent insurance agents to increase interest in CreativeOne’s carriers/products/tools.
  • Determine which agents are best suited to write contract through CreativeOne and subsequently, enter all profiling information into the CRM.
  • Compose basic annuity illustrations, on an as needed basis.
  • Utilize and understand Annuity Source Pro as a communication resource and tool for carrier/product information.
  • Assist CreativeOne sales teammates with incoming phone calls as needed.
  • Acquire and continually work on cultivating new “leads” for CreativeOne.
  • Comprehensive understanding of internal sales protocol such as: annuity new business, new business exceptions, annuity contracting, supply requests, advertising requests, daily phone coverage.

Critical Skills Sought

  • Accountable for individual performance and actions.
  • Great relationship builder.
  • Time management and ability to handle multiple tasks in a fast paced environment.
  • A high level of organizational skills, attention to detail and follow through.
  • A professional approach and appearance.
  • Ability to work with a variety of people and personalities.
  • Enthusiastic and coachable attitude.
  • Ability to motivate and encourage.
  • Drive and determination to succeed in a highly competitive industry.
  • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
  • Strong sales skills.
  • Ability to problem solve and utilize a variety of closing techniques to secure new business.
  • Ability to work independently and work effectively as a member of the team.


  • Proficient in Microsoft Office Suite.
  • Ability to obtain Kansas, or Missouri life/health license within six months of employment.
  • Bachelor’s degree preferred.

Sales and production requirements are established on an individual basis and reviewed with the Senior Vice President, Annuity Sales on a monthly basis.

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This description covers the major purpose and major functions of the job.  It is not intended to give all details or a step by step account of the way each task is to be performed.  Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor.  All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.


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