Position Summary:
The Annuity Sales Business Consultant is responsible for recruiting independent advisors 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 Business Development Consultant is responsible for recruiting independent financial advisers. 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 enterprise CRM.
• Speak with independent financial advisers to increase interest in advisory platform.
• Determine which advisers are best suited to transact business through and subsequently, enter all profiling information into the CRM.
• Collaborate with annuity & life insurance counterparts from CreativeOne on business building opportunities.
• Assist sales teammates with incoming phone calls as needed.
• Acquire and continually work on cultivating new “leads”.
• Comprehensive understanding of internal sales protocol such as: new business, new business exceptions, 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.

Preferred Background/Experience:

• Bachelor’s degree in a related field or an equivalent combination of education/work experience.
• 5+ years of financial services/sales experience
• Series 65 license or completion of Series 65 exam within the first 90 days
• Proficient in Microsoft Office Suite

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

Position Summary:

Responsible for email migration, hosting, and ongoing administration of onboarded remote ChangePath contractors. Provides day-to- day workstation support needs for ChangePath and Creative One contractors, clients, and internal employees. Configure/install/troubleshoot various software, email, firewall, cybersecurity, and network issues. Must possess excellent customer service skills and work with a variety of skill levels. Identify and recommend new desktop technologies and related hardware/software to improve the overall computing environment. Provide detailed support for Smarsh, Microsoft Outlook, and Proofpoint software and other mission critical applications.

Duties and Responsibilities include, but are not limited to:

Project Administration:

Qualifications: