Work with the Best

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.

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About the Role
CreativeOne is looking for a Junior Software Developer to join our Marketing Strategy Development team. This position will work on a small team to develop websites, APIs, native applications, web applications, landing pages and other web vehicles. Working alongside a team of copywriters, designers and project managers, the Junior Software Developer is an integral part of the growing, fast-paced and energized Strategic Marketing and Communications team.

Duties and Responsibilities include

• Assist stakeholders in developing feature specifications.
• Collaborate with internal teammates and clients on marketing and creative objectives.
• Implementing website updates/changes and creating website layout/user interfaces by using standard HTML/CSS practices.
• Integrating data from various back-end systems, services and databases.
• Minor and major application feature development.
• Optimize and refactor existing code to improve performance and reliability.
• Plan, code, test, and deploy new features/applications/projects/modules/plugins.
• Suggest improvements, security needs, best practices, etc.
• Troubleshoot application bugs and determine resolutions.

Critical Skills Sought

• A solid understanding of web application development processes.
• Ability to manage project tasks, timelines, and communication.
• Desire to build excellent product and work cohesively within teams.
• Self-educator that stays on top of the industry trends.
• Strong understanding of branding and the creative process.

Background/Experience

• 1-3 years of proven development experience.
• Bachelor’s degree or Equivalent Experience in technical or related field.
• Basic knowledge of lead generation strategies, API integrations and Google Tag Manager.
• Experience in lead automation systems like HubSpot and InfusionSoft, a plus.
• Experience with Responsive design and Google web design best practices.
• Landing page optimization, testing and has experience with LeadPages.
• Mobile application development or machine learning experience a plus.
• Proficient with HTML & CSS with a familiarity with PHP (WordPress, Laravel) and Javascript (React).
• Solid experience with popular UI frameworks like Bootstrap, Foundation and familiar with editing/writing media queries.
• Strong knowledge of Adobe CS, including demonstrated proficiency in Photoshop and Illustrator.
• Working experience with Web CMS platforms such as WordPress, JavaScript frameworks such as React, HTML, and PHP frameworks such as Laravel.
• Working knowledge of WordPress as a CMS and also integrating custom code.

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About the Role
The Life & Disability Sales Liaison works with one of our Sales Vice Presidents to assist in establishing, expanding and maintaining their producer group. This position acts as a liaison to external producers and internal teammates providing customer service, onboarding new producers, placing life insurance and disability cases inforce in an efficient and timely manner.

Duties and Responsibilities

• Utilize Agency Integrator software to track producers, cases and other pertinent information in relation to life insurance production.
• Process new life and disability insurance applications quickly and accurately.
• Verify that all necessary forms have been fully completed and signed.
• 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.
• Maintain current information on Creative life and disability carriers, product lines and underwriting requirements.
• Respond to inbound producer telephone calls requesting service, supplies, or information.
• Create product illustrations, via various carrier software.
• Work and maintain the “service queue” and respond to incoming producer inquiries from the “dedicated hunt group”.
• Walk producers through contracting processes and follow up with carriers until the producer is active and submits first case.
• 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.

Qualifications

• 2+ years’ experience in life and disability case management along with underwriting exposure.
• Excellent keyboarding skills and have relevant understanding of common software applications such as Microsoft Office Suite.
• Basic understanding of carrier software and Winflex Web illustration system.

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.
• Individual that can work and learn independently in a fast-paced customer service environment.

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