So you think diversified financial services is up your alley? Sweet.

We work hard, but we promise we’re pretty fun too. Well, minus that one guy, but you know … there’s always one. JK!

Check out our openings and apply if one aligns with what you’re looking for.

So you think diversified financial services is up your alley? Sweet.

We work hard, but we promise we’re pretty fun too. Well, minus that one guy, but you know … there’s always one. JK!

Check out our openings and apply if one aligns with what you’re looking for.

Openings

There are currently no openings

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 Life Case Manager works with the Life Sales Relationship Manager (LSRM) to assist in establishing, expanding and maintaining their team(s) assigned producer group. This position acts as a liaison to external producers and internal teammates providing customer service, onboarding new producers and placing life insurance cases in force in an efficient and timely manner.

Duties and Responsibilities:

Responsible for performing all administrative and marketing assistant duties for the assigned LSRM including but not limited to:

  • Utilize Agency Integrator software to track producers, cases and other pertinent information in relation to life insurance production.
  • Ensure that premium amounts on applications and illustrations correct.
  • Set appropriate follow-upon pending life insurance cases.
  • Update all outstanding requirements and provide detailed notes regarding case status.
  • Continually work with LSRM on marketing strategies to facilitate increased life insurance production.
  • Maintain current information on Creative Life carriers, product lines and underwriting requirements.
  • Respond to inbound producer telephone calls requesting service, supplies, or information.
  • Work and maintain the “service queue” and respond to incoming agent inquiries from the “dedicated hunt group.”
  • Build and maintain positive relationships with the producers, carrier underwriters/case managers and internal teammates.
  • Continuously work with teammates to look for ways to expedite and improve processes and services.
  • Review application information, including medical history, to identify potential issues. If necessary, present alternative solutions to increase likelihood of case issue.
  • Monitor case progress, track down outstanding requirements and provide ongoing status updates.
  • Special projects, as needed

Qualifications:

  • Three + years’ experience in a customer service/case management role, preferably in the life insurance industry, with a medical or underwriting background.
  • Excellent keyboarding skills and have relevant understanding of common software applications such as Microsoft Office Suite.

Critical Skills Sought:

  • Positive attitude, team oriented, and a consistent drive to provide excellent customer service.
  • Thrive in an environment of multi-tasking.
  • Great attention to detail.
  • Flexibility in working with a variety of personalities and backgrounds.
  • Excellent organization and time management.
  • Self-starter.
  • Strong written and verbal communication skills.
  • Team oriented individual that can work and learn independently in a fast-paced customer service environment.

 

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.

Application Form

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

Privacy Policy

We collect information based on your actions although it does not personally recognize you when you visit our website or those that we serve advertisements. We collect information from you when you register on our site or fill out a form. Your information is collected and used to improve customer service and help us effectively respond to your service and support needs.

Your information will never be traded, shared or sold.

The online privacy policy only applies to information collected through our website and not to information collected offline.

We do send periodic emails and your email address may be used to send to you information and updates pertaining to your needs for services you may be interested in. All of our emails use common email best practices and are CAN SPAM compliant. All of our emails contains easily opt out links in the footer.

Our advertisers and us try and reach the best inventory by working with third parties to help us recognize the user and serve them relevant ads when you are in the network. We also can recognize you on different devices to show those advertisements. We also use third parties for online website analytics so we can continue to serve the right ads to the right person.

We will use cookies and pixels to keep track of your actions on our website. As you browse creativeone.com, advertising cookies will be placed on your computer so that we can understand what you are interested in so that we serve you more relevant ads.  Cookies are usually small text files, with an Id tag to store in the computers data subfolders. Our display advertising partner then enables us to present you with retargeting advertising on other sites based on your previous interaction with creativeone.com. The techniques our partners employ do not collect personal information such as your name, email address, postal address, or telephone number.  You can visit this page to opt out of our display partner’s targeted advertising.

By using our site you consent to our privacy policy.

Our Privacy Policy was last updated on March 30, 2015 and if there are any questions feel free to refer to our contact page.