Work with the Best

Title: Workflow Processor
Department: Annuity Service
Reports to: Manager, Annuity Service
Status: Full-time, Non-exempt

The Workflow Processor is responsible for the review of all email communication received in the Contracting Service, Service First and Life Inboxes received by CreativeOne. This position identifies the individual requests from our producers and affiliated companies assigns them in a timely manner, to the writing designated sales support team.

Duties and Responsibilities include, but not limited to:
• Review and assign all agent requests, missing items, new applications, post issue items and communication received from our carriers.
• Contact producers, to obtain any missing information and requirements necessary to complete applications and contracts.
• Enter required information into the CreativeOne CRM, in a timely and thorough manner.
• Staying up to date on changing carrier forms and rate changes.

Critical Skills Sought:
• Attention to detail.
• Excellent verbal and written communication skills. This position works in a customer service capacity.
• Strong sense of teamwork to accomplish departmental objectives.
• Ability to multi-task, while providing exceptional service to agents, carriers and teammates.
• Complete tasks within daily deadlines in a fast paced environment.
• Team Work
o Develops and maintains effective working relationships at all levels.
o Participates actively in development of team goals and plans; ultimately supports team decisions. o Works diligently to achieve team goals.
o Keeps team members abreast of individual progress and shares information.
• Communication
o Demonstrates strong verbal skills.
o Participates in group meetings; provides thoughtful and appropriate comments.
o Practices good listening skills by seeking clarification and checking for understanding. o Demonstrates respect, courtesy, tact, and cooperation in interaction with others.

Qualifications:
• Comfortable working in a Microsoft Office environment.
• Experience with general office technologies, such as: scanning, email, fax, website navigation, uploading
documents.
• Minimum High School Diploma, or equivalent required.
• Insurance industry background is desired.

************************************************************************************************************************** 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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Title: Director, Business Development & Internal Wholesaler
Department: Annuity Sales
Reports to: Senior Vice President, Annuity Sales
Status: Full-Time, Exempt
Position Summary:
The Annuity Sales Business Development Director & Wholesaler, works to drive the growth and profitability of CreativeOne through wholesaling lead generation, education and sales execution. The position is responsible for recruiting new relationships, retention, providing product consulting, case design, and promotion of wholesaling programs. This includes profiling, executing, and providing reps with solutions to help grow their practices and ensure the creation and retention of new business to CreativeOne.
Duties and Responsibilities include, but not limited to:
▪ Work directly with ClientOne Reps to wholesale BHF, Allianz ADV, Great American IP Series, and other registered index linked annuity products
▪ Partner with CreativeOne Sales Teams to uncover wholesaling opportunities for registered index linked annuity products to be sold
▪ Recruit and develop relationships with Financial Planners on a weekly, monthly, annually basis (target 2 new reps a week)
▪ Build monthly activity plan to travel to large RIA opportunities to acquire new opportunities
▪ Build monthly activity plan to travel to current Reps writing business currently
▪ Conduct monthly webinars to acquire new wholesaling opportunities
▪ Conduct monthly webinars with current ClientOne reps
▪ Provide monthly reporting on new opportunities, current business being worked, and forecast paid premium each month
▪ Educate licensed salespeople on CreativeOne sales teams to better position registered index linked annuity products with current CreativeOne agents
▪ Travel up to 40%
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.
• Proven sales acumen and presentation skills
• Knowledge of the industry and advisor community
Background/Experience:
• 5+ years in wholesaling business
• Proficient in Microsoft Office Suite.
• Certificates, Licenses, Registrations
• Bachelor’s degree preferred.
Minimum 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.