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 are 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

Background/Experience:

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

Position Summary:
The Onboarding and Oversight Specialist is responsible for facilitating the contracting and licensing process of newly affiliated ChangePath advisers.  When not facilitating an adviser’s registration with the appropriate state jurisdictions, other responsibilities include assisting with the routine oversight of advisers’ business operations.

Duties and Responsibilities include, but are not limited to:

• Oversee and implement contracting and licensing process of new advisers. 
• Provide constant communication and support to advisers during registration process.
• Assist with carrying out day-to-day compliance tasks. 
• Assist with monitoring advisers’ work activities and other responsibilities.
• Daily interaction with advisers, vendors, and teammates to excellent provide customer service.

Critical Skills Sought:

• Willingness to learn and contribute to organizational growth.
• Highly organized and communicative.
• Enjoy meeting and engaging new advisers.
• Strong phone skills and ability to teach processes.
• Apply critical thinking, problem solving skills, and evaluate the level of sensitivity, risk, and confidentiality of the work being performed in order to see it through to a resolution.
• Display a positive attitude and demonstrate excellent interpersonal skills.
• Display patience and empathy both verbally and in writing when communicating with advisers.
• Effectively communicate with cross functional team members within the department and across the organization both verbally and in writing.
• Must be team-oriented, enjoy working with people, and be pro-active, flexible, and have the ability to work independently and accurately in a fast-paced environment.
• Strong general administrative and telephone skills.

Qualifications:

• 2+ years in an administrative, training, or sales support role of advisory or office environment preferred.
• Experience with TD Ameritrade’s and Charles Schwab’s institutional platforms preferred.
• Experience with DocuSign and LaserApp software preferred.
• Bachelor’s degree preferred.

Position Summary:

The Senior Graphic Designer provides cutting-edge creative thought and design solutions to marketing challenges, while taking a leadership role within the team to be aware of the workload of other designers and provide feedback and guidance to other team members where appropriate. This role is team-centric, fast-paced and receives/provides art direction. Provides design solutions for a variety of print and digital mediums.

Duties and Responsibilities include, but are not limited to:

• Provide creative design solutions that deliver measurable results for customers and corporate.
• Provide input and creative guidance to other team members as needed.
• Demonstrate ownership of design projects as assigned by the Creative Director.
• Work closely with Graphic Designers, Copywriters and Project Managers to maintain high quality work, while adhering to brand standards.
• Presentation of work in-house and to clients.
• Work with printers and other outside vendors to plan for print production, in addition to preparing print ready files for highest quality product.
• Work on a diverse project range: layout and design, print ads, digital marketing assets like ads and landing pages, event branding, logo development, photo editing, website design, etc.
• Collaborate within team environment on projects assignments and workload balance.

Critical Skills Sought:

• Ability to work quickly and meet deadlines.
• Committed to delivering innovative, high volume, high-quality work.
• Must be detail oriented.
• Draws personal energy by working in a fast-paced, collaborative environment.
• Excellent command of graphic design/layout, photography and production skills.
• Self-motivated with professional business experience who is able to work independently.
• Ceros experience a plus.

Qualifications:

• 7+ years graphic design experience
• Bachelor’s degree in Graphic Design or Communication Arts.
• Must have experience designing a variety of projects including print and online.
• Expert knowledge of Adobe Creative Suite, including InDesign, Photoshop and Illustrator.
• Strong knowledge of MS Office Suite, including Word and PowerPoint.
• Financial services experience helpful.

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.