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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.

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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 our questionnaire, send us your résumé, and let’s talk business.
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Opportunities

Sales Vice President - Kansas City

The Sales Vice President, National Accounts is responsible for providing strategic leadership and sales growth to the teams that support Broker-Dealer, Career and National Accounts sales channels.

Duties and responsibilities include, but are not limited to:

  • Develop, evaluate and coach support staff for continual improvement of the efficiency and effectiveness of the sales teams.
  • Establish credibility throughout the organization as an effective developer of solutions to business challenges.
  • Evaluate and advise on the impact of long-range planning, introduction of new products, programs and strategies.
  • Participate in the development sales channels/accounts plans and programs as a strategic partner.
  • Plan, develop, organize, implement, direct and evaluate teams’ sales goals and performances.
  • Provide information, training and support on product, marketing programs and sales tools available to sales teams and strategic partners.
  • Deliver strategic financial input and leadership on decision-making issues affecting the organization.
  • Provide timely and accurate analysis of budgets, financial reports and sales data.
  • Up to 25 percent travel.

Critical skills sought:

  • Sales leadership and personnel development.
  • Strategic thinking.
  • Business acumen.
  • Problem solving/analysis.
  • Decision making.
  • Performance management.
  • Results driven.
  • Communication proficiency.
  • Financial management.
  • Strong relationship-building skills.
  • Well organized and detail-oriented.

Background/experience:

  • 10+ years’ sales and/or management experience in the financial services industry.
  • Life and variable insurance license preferred.
  • Contract and negotiation experience.
  • Must be able to pass a CRD and background check as well as a credit check.
  • Series 65 FINRA license required within six months of employment.

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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.

Customer/Agent Support Specialist - Kansas City

CreativeOne’s focus is to make sure our agents and financial advisors receive the best sales support in the industry. The Customer/Agent Support Specialist delivers exceptional service in processing new business forms, following up on case status, and providing ongoing phone support for our agents and advisors.

Duties and Responsibilities include, but not limited to:

  • Provide annuity case follow-up in a timely and accurate manner
  • Give careful attention to details to detect, correct, and prevent problems
  • Handle problems in a timely, confidential, professional, and thorough manner
  • Enter required information into the CreativeOne database, in a timely manner
  • Provide adequate follow-up on files with outstanding items
  • Prioritizing and responding to service requests from Annuity Sales Consultants and agents in a timely and professional manner
  • Communicate via telephone and e-mail with annuity carrier home offices and transfer companies on a daily basis

Qualifications

  • General office skills such as: mail processing, filing, copying, faxing and data entry, scanning, indexing, etc.
  • Minimum High School Diploma or equivalent required
  • Must have great telephone and customer service skills
  • Excellent organization skills and detail oriented
  • Must be a team player

Core Competencies:

Customer Focus

  • Considers customers’ needs as the primary guide in decision-making
  • Regular follow up via email, telephone or whatever means appropriate to make sure customer needs are met
  • Displays confidence and a willingness to take ownership of a request or problem
  • Does not promise more to customers than can be delivered

Team Work

  • Develops and maintains effective working relationships with manager, peers, internal and external customers
  • Participates actively in development of team goals and plans; ultimately supports team decisions
  • Works diligently to achieve team goals
  • Keeps team members abreast of individual progress and shares information

Leadership

  • Deals openly and honestly with others; accepts responsibility for personal decisions and actions
  • Lives up to individual, team, and customers commitments; actions are in line with stated standards

Communication

  • Demonstrates strong verbal skills
  • Participates in group meetings; provides thoughtful and appropriate comments
  • Practices good listening skills by seeking clarification and checking for understanding
  • Demonstrates respect, courtesy, tact, and cooperation in interaction with others
  • Uses appropriate interpersonal skills when meeting with people at different levels, positions, and backgrounds

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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.

Digital Marketing Strategist - Kansas City

At CreativeOne, we live a culture of constant improvement, always seeking ways to enhance our services, processes and product offerings. With 140+ dedicated employees serving thousands of financial professionals nationwide, we’re committed to excellence, integrity and client satisfaction by providing innovative products, trendsetting lead-generation and award-winning marketing. We don’t simply follow industry best practices—we set them. CreativeOne is proud to offer best in class benefits, great work-life balance and the opportunity to learn and grow your career to new heights.

The role of the Digital Media Strategist is the day-to-day implementation, management and optimization of digital marketing strategies. This position is an integral part in the development and management of effective, integrated digital media plans and buys for both B2C and B2B tactics. This individual should have strong analytical and problem solving skills while being able to learn new platforms quickly.

Duties and Responsibilities include, but are not limited to:

  • Performs day-to-day campaign management for Paid Search (PPC), display and other lead generation campaigns. This includes bid management, budget allocation, forecasting, performance monitoring, strategic testing, campaign expansion, etc. Potential platforms include Google, Facebook, Bing, Yahoo, LinkedIn, YouTube etc.
  • Monitor, analyze and report on campaign performance and regularly optimize campaigns based on KPIs and baselines.
  • Conduct A/B testing, keyword research (insights and trends), competitive analysis, and identify new opportunities to reach marketing objectives.
  • Highly detailed work in executing placement of advertising plans, creating landing pages and writing compelling ad copy.
  • Successfully maintain multiple projects and tasks while meeting deliverables on time and within budget.

Critical Skills Sought

  • Attention to Detail: diligently attends to details and data integrity; pursues quality in accomplishing tasks.
  • Planning & Organizing: prioritizes work to manage time effectively and accomplish assigned tasks on time.
  • Analytical Abilities: possesses the aptitude to break projects into smaller tasks, conceptualize ideas, and devise procedures that eliminate the possibility of functional conflicts prior to implementation.
  • Troubleshooting issues: using pattern detection, brainstorming, being observant, interpreting data and integrating information into a theory.
  • Thoroughness & Accountability: ensuring that one’s work is complete and accurate; accepts full responsibility for the contributions to the business and for the quality of their work.
  • Initiative: identifies what needs to be done and takes action before being asked.
  • Adaptability & Flexibility: being open to change, considers variety of issues that exist and recommends possible solutions for the good of the business. Ability to learn new platforms and processes quickly.
  • Strong Business Communication Abilities: excellent oral and written communication skills.
  • Microsoft Office experience: particularly proficient in Excel, Word & Outlook.
  • Familiarity with analytics platforms such as Google Analytics.
  • Ability to optimize campaigns and report on performance.
  • Understanding and acceptance to work with a diverse group of clients.
  • Search Ad/PPC Copywriting. Ability to write compelling calls to action and ad copy.
  • Ability to innovate and improve marketing campaigns while also contributing to team goals.
  • Experience with online advertising platforms including Google AdWords, Bing Ads, LinkedIn, Facebook, etc.
  • Advanced knowledge in PPC strategy, tactics, and execution.
  • Solid understanding of SEO, keyword research, Social Media, SEM, Email, Display Advertising and Google Analytics.
  • Strong analytical and troubleshooting skills.
  • High levels of integrity, autonomy, creativity, and self-motivation.

Qualifications

  • Bachelor’s degree in Marketing, Advertising or relevant field.
  • 1-3+ years’ experience implementing and optimizing Google AdWords campaigns.
  • Marketing agency experience is preferred.
  • Marketing experience in the financial industry is a plus, but not required.

Apply Now

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