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We’re always looking for individuals dedicated to excellence, integrity and client satisfaction to join us. If the world of diversified financial services intrigues you, we encourage you to contact us. Check below for our current list of career opportunities.

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Opportunities

Front End Web Developer (PHP) - Kansas City

About the Role
The Web Developer position develops and maintains websites, landing pages and other web vehicles. This position is utilized for web and interactive media knowledge and will be expected to provide expertise as it relates to those areas. Working alongside a team of copywriters, designers and project managers, the Web Developer is an integral part of the growing, fast-paced and energized Strategic Marketing and Communications team.

Duties and Responsibilities include, but are not limited to:

  • Implementing website updates/changes and creating website layout/user interfaces by using standard HTML/CSS practices.
  • Proficient with HTML & CSS with a familiarity with Angular, PHP, and Javascript.
  • Integrating data from various back-end systems, services and databases.
  • Minor and major application feature development.
  • Assist stakeholders in developing feature specifications.
  • Plan, code, test, and deploy new features/applications/projects/modules/plugins.
  • Troubleshoot application bugs and determine resolutions.
  • Optimize and refactor existing code to improve performance and reliability.
  • Suggest improvements, security needs, best practices, etc.
  • Collaborate with internal teammates and clients on marketing and creative objectives.

Critical Skills Sought

  • 1-3 years of proven web development experience.
  • Experience with Web CMS platforms, Angular, HTML, PHP, and Javascript.
  • Experience with popular UI frameworks like Bootstrap, Foundation and familiar with editing/writing media queries.
  • Experience with Responsive design and Google web design best practices.
  • Working knowledge of WordPress as a CMS and also integrating custom code.
  • Strong understanding of branding and the creative process.
  • Ability to manage project tasks, timelines, and communication.
  • Self-educator that stays on top of the industry trends.
  • Basic knowledge of lead generation strategies, API integrations and Google Tag Manager.

Qualifications/Experience

  • 1+ years’ experience in demand generation/inbound marketing and Digital Media Marketing.
  • Bachelor’s degree or Equivalent Experience in technical or related field
  • A solid understanding of web application development processes.
  • Base level of understanding about the financial and insurance industry.
  • Experience in LeadPages, HubSpot, Infusionsoft, Zapier, or Weebly a plus.
  • Demonstrated ability to execute successful projects with minimal guidance in a fast-paced entrepreneurial environment.

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External Wholesaler

Position Summary

The External Wholesaler is responsible for driving sales and building relationships in CreativeOne’s IBD/RIA annuity sales channel on a national level. This position demands self-motivation and a proactive approach to the sales process.

Duties and Responsibilities include, but not limited to:

  • Develop new business opportunities and sales growth by telling the story of how annuities fit within the overall wealth management strategy.
  • Cultivate and maintain profitable, productive relationships with Registered Investment Advisors (RIAs), financial planners, banks and/or independent broker-dealers (IBDs) regarding the education of variable and structured variable annuities.
  • Develop and implement a strategic business plan to drive sales for assigned territory.
  • Clearly and consistently reports activities, numbers and any other information as requested by wholesaling management.
  • Assist with producer training, prospecting support and point of sale work.
  • Participates in the development of educational materials for field use and represents the company at industry and financial institution conferences and meetings.

Critical Skills Sought

  • Sales leadership and personnel development.
  • Strategic thinking.
  • Business acumen.
  • Problem solving/analysis.
  • Decision making.
  • Performance management.
  • Results driven.
  • Communication proficiency.
  • Financial management.
  • Strong relationship-building skills.
  • Well organized and detail-oriented.

Qualifications

  • Bachelor’s in business, related field, or equivalent experience is required.
  • Presentation skills are an absolute must.
  • Must have a proven track record of sales success.
  • Must be a self-starter, and self-motivated as demonstrated by level of competitiveness.
  • 3+ years of experience wholesaling mutual funds, annuities (variable or fixed), or other insurance products.
  • FINRA series 6 and/or 7 along with a Life and Health license required.
  • Existing relationships with RIA’s and B/D’s is preferred.

Highlights

  • 25-50% travel required
  • Remote, or home office based position

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Life Sales Consultant

Position Summary

The Life Sales Consultant (LSC) works directly with Life Sales Relationship Managers and agents/advisors as an internal business partner to illustrate and process requests for life insurance. The main position objective is it to assist with case development and create illustrations for existing Registered Investment Advisory firms, broker dealers, agencies and small marketing agencies. This position develops a broad range of life insurance illustrations including: term, whole life, universal life, guaranteed universal life, indexed universal life, variable universal life and linked benefit products.

Additionally, the LSC provides excellent customer service through written correspondence. This support position’s goal is to generate illustrations for our core lines of business and offer suggestions during case development to grow sales opportunities, or provide our advisor’s clients with better health-class ratings. The LSC must be able to multi-task, make reasonable judgements regarding case design and execute illustrations in a timely manner.

Duties and Responsibilities include, but not limited to:

  • Use proprietary and third party life illustration systems to produce case design recommendations. Not limited to WinFlex, Insmark and term quote engines.
  • Use communications skills to pinpoint what kind of needs each client has when illustrating life insurance quotes/illustrations.
  • Work with internal and external customers to manage a high volume of illustration requests.
  • Back-up support for incoming agent/advisor calls.
  • Profile advisor’s clients to understand the opportunity and identify carrier/product placement.
  • Articulate appropriate sales concepts and underwriting niches that lead to life insurance sales opportunities.
  • Fully understand the products of CreativeOne’s core carriers and their concepts of focus.
  • Document activities in CRM.

Experience/Qualifications

Proven experience, preferably in the independent life insurance market. Candidate must be willing to provide stellar customer service to internal and external customers.  Must demonstrate excellent knowledge of life insurance applications: WinFlex and term quote engines. Insurmark knowledge is a bonus! Knowledge of products for carriers in the independent space such as: Allianz, Global Atlantic, John Hancock, Lincoln, Minnesota Life, North American, Protective and Symetra are a bonus.

  • 5+ years financial services/insurance services experience.
  • 3+ years case design experience.
  • Demonstrated experience in providing excellent customer service.
  • Strong interpersonal skills.
  • Excellent written communication skills.
  • Knowledge of general life underwriting guidelines, CLU®

Critical Skills Sought

    • Ability to multi-task.
    • Attention to detail.
    • Excellent organization and time management.
    • Self-starter.
    • Team oriented individual that can work and learn independently in a fast paced environment.

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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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