Work with the Best

great careers start here

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.

Apply Now

If you want to work with the brightest minds, and if you want employment at an industry-leading diversified financial services organization, look no further. We’re ready to hear from you. Fill out the form, send us your résumé, and let’s talk business.
Get Started »

Opportunities

Developer - Kansas City

Position Summart
The Developer is responsible for all facets of designing, developing, on-going maintenance, third party integration with in-house applications, and enhancements of custom web-based applications for internal use by CreativeOne.

Duties and Responsibilities include, but are not limited to:

  • Design/Develop new applications using ASP.NET, C#, AngularJS, Node.js, and JavaScript web technologies, alone or in a team environment
  • Extensive third party integration via API or data imports using various methods such as Json, XML, web services, SOAP, REST, and other formats
  • All facets of database programming for business logic in SQL Server, strong SSIS skills
  • Maintenance and support of existing systems
  • Create ad-hoc reports and queries as assigned using Reporting Services
  • Perform basic DBA-skills for basic table design, T-SQL, and SQL Jobs
  • Assist in creation of user manuals for custom applications
  • Assist in creation and maintenance of technical documentation for assigned systems
  • Adapt and learn new technologies and standards as environments evolve or change

Qualifications

  • 3-5 experience using Microsoft .NET platform and the Visual Studio IDE
  • 3+ years developing web applications using a minimum of the following technologies:
    • ASP.NET
    • C#
    • JavaScript
    • CSS
    • HMTL
    • XML
  • 2+ years building API connectors using Json, XML, SOAP, REST, and other web services.
  • 2+ years MS SQL Server database programming including writing stored procedures, triggers, functions and database design
  • Excellent interpersonal skills a must including direct interfacing with end users to solve business problems
  • Ability to self-manage, work independently, or in a team environment
  • Experience in the insurance or financial services industry and/or CRM-type applications preferred, not required
  • Telerik and Reporting Services experience preferred
  • Mobile web development experience is a plus
  • Minimum High School Diploma, college degree preferred or equivalent experience required

Apply Now

Digital Marketing Strategist - Kansas City

About the Role
The Digital Marketing Strategist is a forward-thinking digital marketing specialist with experience in all thing digital. We are looking for someone who is highly knowledgeable on all digital media outlets including paid search, display, mobile, social, as well as emerging media and new technology platforms. They will be responsible for executing media buys on a number of advertising platforms such as Facebook, Google & LinkedIn. They must be able to utilize Automation tools, Customer Relationship Management (CRM) systems and Email Marketing platforms to implement, launch, optimize and measure the effectiveness of digital marketing programs and campaigns from start to finish.

Duties and Responsibilities include, but are not limited to:

  • Create, test and deploy digital marketing campaigns based on internal requests leveraging media buys, marketing funnels, email marketing and popular inbound digital strategies.
  • Manage B2B and B2C workflows including creating a complete campaign calendar, campaigns set up through our Marketing Automation tools (HubSpot and Infusionsoft), list segmentation and validation, QA and deployment.
  • Ability to design and improve lead scoring campaigns within marketing automation and build out new trigger campaigns to help improve lead flow and lead funnel processes.
  • Collaborate alongside other digital marketing team members, designers and writers to develop, evaluate and improve advertising content.
  • Track, analyze and report campaign performance through dashboards and sheets with data and insights.
  • Improve campaign performance through ongoing optimization, A/B and multivariate testing, visitor segmentation, messaging and landing pages.

Critical Skills Sought

  • Experience with Paid Search, Paid Social & Display.
  • Ability to identify new growth opportunities and drive rapid experimentation and learning.
  • Strong Analytics skills, data-driven thinking and motivation to constantly find new ways to improve.
  • Conversion-oriented and/or user-experience driven website modifications and testing plan.
  • Experience developing email lead nurture programs and lead scoring programs.
  • Experience using content management systems to make content and minor web and landing page updates.
  • Ability to self-learn and implement new software quickly, fully utilizing all key features.
  • Proficiency in Microsoft Excel to manipulate data and create reports and charts.
  • Excellent organizational skills and ability to handle multiple digital campaigns simultaneously.
  • Strong attention to details, self-motivated with a strong work ethic.
  • Both a strategist and an executor, capable of bringing projects from concept to completion, doing everything possible to ensure their success.
  • Motivated, independent worker that delivers.
  • Organized quick thinker who has ability to manage multiple tasks at once.
  • Results oriented.

Qualifications/Experience

  • 2-3 years’ experience executing digital marketing campaigns including experience with PPC & Email.
  • Bachelor’s degree in marketing, business, communications or related field.
  • Base level of understanding about the financial and insurance industry.
  • Experience with marketing automation, email delivery and web analytics tools.
  • Experience in HubSpot, Infusionsoft or similar a plus.
  • Demonstrated ability to execute successful projects with minimal guidance in a fast-paced environment.

Apply Now

Internal Sales Support Specialist - Kansas City

Position Summary
The Internal Sales Support Specialist provides training and ongoing support services ChangePath’s advisors. Responsibilities include assisting in all phases of onboarding to the organization. In addition to ongoing customer support to our internal customers and external advisors.

Duties and Responsibilities include, but are not limited to:

  • Facilitate training for new advisors on the ChangePath platform.
  • Day to day customer service to advisors.
  • Troubleshoot issues on behalf of the producer.
  • Scan/index departmental information.
  • Daily interaction with advisors, vendors, and teammates to excellent provide customer service.
  • Walk advisors through the onboarding process.
  • Oversee and implement transition plan of adviser’s assets
  • Conduct virtual training.

Critical Skills Sought

  • Willingness to learn, contribute to organizational growth.
  • Team player.
  • Enjoy meeting and engaging new advisors.
  • Strong phone skills and ability to teach processes.
  • Applies critical thinking, problem solving skills, and evaluates the level of sensitivity, risk and confidentiality of the work being performed in order to see it through to a resolution.
  • Displays a positive attitude and has excellent interpersonal skills.
  • Displays patience and empathy both verbally and in writing when communicating with advisors.
  • Effectively communicates 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/Experience

  • 2+ years in an administrative, training, or sales support role of advisory business.
  • Exposure to, or experience working with portfolio management software, a plus.
  • Bachelor’s degree preferred.

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.

Apply Now

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*

Apply Now

Internal Wholesaler - Life Products - Kansas City
Life Sales Relationship Manager - Scottsdale, AZ

Summary
The Life Sales Relationship Manager (LSRM) primarily recruits agents and advisors in registered investment advisory firms, broker-dealers and agencies to grow CreativeOne’s life insurance division. This highly motivated individual will have an entrepreneurial mindset to manage activities that directly correlate to growing the bottom-line. This sales positon/internal wholesaler will generate life insurance-based revenue. An individual’s success and primary focus is based on bringing new/developing relationships to CreativeOne and highly capable of securing firm commitments, developing life insurance sales and most importantly closing life insurance sales.

Duties and Responsibilities

  • Identify and qualify prospective agents, advisors and organizations with the ability to grow their life insurance production through pre-sale, client profiling and firm education.
  • Routinely coach agents/advisors on how to present offers and concepts to their clients and their team of professionals.
  • Ask high impact questions and positioning the appropriate product and/or services to meet an agent/advisor’s needs.
  • Exhibit company values and ability to work cohesively with external carrier partners, underwriters and internal sales leads and teams. (i.e. annuity sales team, broker-dealer, corporate RIA, contracting and case management teams).
  • Proactively support broader corporate initiatives and participates in special projects and other duties as assigned.
  • Document activities in customer relationship management (CRM) software.

Critical Skills Sought

  • Builds and maintains relationships quickly in a fast-paced environment while balancing deadlines.
  • Ability to quickly gain consensus. Must have a thorough understanding of how insured products fit into the marketplace and an ability to masterfully present sales concepts to agents/advisors.
  • Fully understand a broad range of life insurance applications for term, whole life, universal life, guaranteed universal life, indexed universal life, variable universal life and linked benefit products
  • Must be influential with strong sales aptitude.
  • Motivated, high-energy individual with exceptional customer service.
  • Detail-oriented multi-tasker.
  • Professional presence, poise and incredibly strong communication skills.
  • Proactive planner with excellent time management skills.
  • Demonstrated track record of consistently meeting and/or exceeding performance expectations.
  • Team oriented individual that can work and learn independently in a fast paced environment.
  • Drives performance targets through to completion.
  • Cool under pressure and has the ability to deliver quality results.

Background/Experience

  • College degree or equivalent combination of training and experience. (Career trained – bonus).
  • 2+ years’ experience of life product sales experience; wholesale, or consumer facing.
  • Independent financial advisor, career-trained insurance professional, CPA, J.D. or entrepreneur are a bonus.

Apply Now

Marketing Services Coordinator - Kansas City

About the Role
The Marketing Services Coordinator works to fulfill CreativeOne’s producers marketing needs, by working in coordination with the marketing team to develop and execute traditional and digital marketing initiatives. Specifically focused on the Business Accelerator program (marketing credits program), the Marketing Services Coordinator will work closely with sales to facilitate and train on the program.

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)

Apply Now

Application Form

To apply for a job, fill out the form below and attach any relevant files.

  • Drop files here or
Client
Login

Pin It on Pinterest