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.