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.
Internal Wholesaler - Bus. Dev. Director, National Accounts - Kansas City
Position Summart
The Internal Wholesaler-Bus. Dev. Director, National Accounts, works to drive the growth and profitability of CreativeOne through sales execution as a leader of the National Accounts annuity sales team, through the inside sales process. The position is responsible for recruiting new agents, retention, providing product consulting, case design, and promotion of marketing programs. This includes profiling, executing, and providing General Agents with solutions to help grow their practices through recruiting new agents and ensuring the creation and retention of new business to CreativeOne.
Duties and Responsibilities include, but are not limited to:
- Assist in the development and execution of the recruiting and sales plans at the direction of the SVP of Annuity Sales.
- Maintain and update agent information in CreativeOne’s CRM on a daily basis.
- Engage in other related sales activities such as creating sales ideas, cross-selling, communicating product/service updates, prospect calling, etc.
- Introduce and coach agents on the use of our marketing and agent incentive programs.
- Recruit new agents to CreativeOne, build relationships with downline agents.
- Execute marketing programs to agents via email, webinars, and mailings.
- Deep understanding of CreativeOne’s product lines offered to National Accounts.
- Prioritize, manage, and maintain ongoing communication with General Agents and their downline agents.
- Maintain communication within the team structure regarding issues, special considerations and exceptions.
- Provide business review and marketing plans to agent relationships.
Critical Skills Sought:
- Accountable for individual performance and actions.
- Team Leader, 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.
- Ability to work with a variety of people and personalities.
- 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.
- Desire to work independently and work effectively as a member of the team.
Background/Experience:
- Proven successful experience working in inside sales, with external sales exposure.
- Proficient in Microsoft Office Suite.
- Ability to obtain Kansas, or Missouri life/health license within six months of employment.
- Bachelor’s degree preferred.
*This position will require up to 10% travel*
Internal Financial Planner - ChangePath - Kansas City
Position Summary
The Internal Financial Planner works in conjunction with ChangePath’s registered advisors to determine the financial goals of their clients; providing recommendations on products and services to best fit their needs. After conducting research, the Internal Financial Planner assesses strategies that can best help the advisor meet their client’s goals.
Duties and Responsibilities include, but are not limited to:
- Research and recommend financial planning software solutions/tools for the organization.
- Work with advisors to determine client needs based on:
- Social Security analysis
- Cash flow analysis
- Portfolio management solution
- Risk analysis/insurance
- Estate plan analysis
- Tax analysis
- Holistic planning
- Assess assets, liabilities, cash flow, tax status and financial objectives to establish investment strategies.
- Work with advisor to develop client plans and proposes modifications.
- Create and prepare retirement financial plans.
- Identify and keep ownership abreast of new market trends.
- Responsible for timely proactive follow up with advisors and adhering to company predetermined strategy guidelines.
Critical Skills Sought:
- Expert proficiency in Microsoft Office Suite (Work, Excel, PowerPoint).
- Must have strong organizational skills and detail orientation.
- Must be able to carry out verbal and written instructions.
- Ability to articulate complex personal finance, investment, insurance, tax and estate planning to our advisors and potentially directly to clients.
- Flexible, versatile and able to manage multiple priorities and deliver to tight deadlines in a team environment.
- Understanding of financial planning process and developing knowledge of fiduciary standards and rules and regulations.
Qualifications/Experience
- Two + years’ experience in portfolio management, investment dynamics and financial markets.
- Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related).
- Kansas Life/Health insurance license, or obtaining within 30 days of employment.
- CFP® (Certified Financial Planner ™) Certification strongly desired, or nearing completion.
- Experience with various financial planning software solutions, a plus.
Marketing Services Coordinator - Kansas City
About the Role
The Marketing Services Coordinator works to fulfill the marketing needs of CreativeOne’s clients by working in coordination with the marketing and sales teams to develop and execute traditional and digital marketing initiatives. As the marketing liaison for our clients, this role is key to helping them develop their marketing strategy and implement our marketing programs to help grow their business. This role requires strong relationship building, account management and project management skills.
Duties and Responsibilities include, but are not limited to:
- Supporting internal team to complete strategic marketing briefs for marketing credits program
- Serve as liaison between internal client, strategic marketing and producer
- Assist with traditional marketing initiatives including logos, identity packages, direct mail, radio, TV, brochures and fliers
- Work on and assist with digital marketing initiatives including Facebook/LinkedIn, websites, landing pages, content marketing, email nurture, SEO, whiteboard videos and paid media
- Follow up with producers to ensure satisfaction after project implementation
- Provide reporting metrics of project
- Input project data into project management software system (Workamajig)
- Work with compliance and legal department as necessary
- Maintain appropriate file documentation based on set guidelines
- Assist the Director of Marketing Services with day-to-day operations including reporting, analytics, project management input, etc.
- Prepare status reports on a weekly basis
- Attend meetings with internal clients and external clients
- Help with outsourcing of print projects
Critical Skills Sought
- Ability to able to act as problem-solvers for a client
- Strong ability to multi-task and establish priority of work
- Adhere to specific process flows as set by Strategic Marketing and Communication team
- Excellent communication skills
- Provide strategic thinking during project brainstorming sessions
- This position works in a fast-paced environment, thus qualified candidates must be highly organized and able to juggle multiple responsibilities at the same time
- Work closely with creative team including graphic designers, copywriters, and program managers as well as digital team including web designers, programmers, media buyer, and content strategist
Qualifications/Experience
- Bachelor degree in marketing, related field, or commiserate experience
- Two years professional marketing experience including:
- Developing successful programs and communications to the targeted audiences
- Leveraging entire marketing mix to successfully promote the organization
- Building strong relationships with sales and cross functional groups
- Experience with print, digital, radio and video projects a bonus
- Expert proficiency in Microsoft Office Suite (Work, Excel, PowerPoint)