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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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Opportunities

Digital Media Buyer

Position Summary

The Digital Media Buyer is a forward-thinking, digital marketer with experience in all things digital and a passion for driving results. We are looking for someone who is knowledgeable and has experience with multiple digital media outlets including paid search, display, mobile, social, video, as well as emerging media and new technology platforms. They will be responsible for executing and managing digital advertising campaigns on a number of advertising platforms such as Facebook, Google, LinkedIn and programmatic display networks.

Duties and Responsibilities include, but not limited to:

  • Create, test and deploy digital marketing campaigns based on internal requests leveraging media buys, marketing funnels, email marketing and other inbound digital strategies.
  • Manage the overall success of assigned campaign portfolios by critically analyzing the product mix, optimizing audience targeting, and shifting budget to better performing tactics.
  • 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 page testing.

 Critical Skills Sought:

  • Experience with numerous forms of digital advertising, such as PPC/SEM, programmatic display, video, native, and paid social.
  • A solid understanding of marketing automation tools, CRMs and email marketing platforms and how they fit into digital campaigns.
  • Proven results optimizing direct response, digital marketing campaigns to reach desired KPIs.
  • Experience writing PPC & Paid Social ad copy designed to drive results.
  • Working knowledge of Google Analytics, Google Tag Manager, Google Ads, and Facebook Business Manager.
  • 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.
  • Proficiency in Google Docs and Microsoft Excel to manipulate data and create reports and charts.
  • Excellent organizational skills and ability to handle multiple digital campaigns simultaneously.
  • Both a strategist and an executor, capable of bringing projects from concept to completion, doing everything possible to ensure their success.
  • Strong attention to detail, organized and ability to manage multiple tasks at once.
  • Self-motivated and results oriented.

 Background/Experience:

  • 2-3 years’ experience executing digital marketing campaigns including experience with PPC & Paid Social, namely, Google Ads and Facebook Business Manager.
  • Bachelor’s degree in marketing, business, communications or related field.
  • Experience with marketing automation, email delivery and web analytics tools.
  • Demonstrated ability to execute successful projects with minimal guidance in a fast-paced environment.

Experience working in an advertising agency buying digital media is a plus.

Database Administrator

Position Summary

Database Administrator (DBA) is responsible for keeping MSSQL database up and running smoothly 24/7. This position provides a seamless flow of information throughout the company and the in-house CRM, as both back-end data structure and frontend accessibility for end-users.

Duties and Responsibilities include, but not limited to:

  • Manage SQL Server databases from Development, UAT and Production systems.
  • Configure and maintain database servers and processes.
  • Monitor system health and performance; ensuring high levels of performance, availability, and security.
  • Analyze, solve, and correct issues in real time; provide problem resolution end-to-end.
  • Assist developers with query tuning and schema refinement.
  • Maintain back-ups and perform recovery; restore data from backups.
  • Provide 24×7 support for critical production systems.
  • Determine, enforce and document database policies, procedures and standards.
  • Perform scheduled maintenance; supports release deployment activities (general after hours).
  • Evaluation of database software purchases.

Critical Skills Sought:

  • Both a strategist and an executor, capable of bringing projects from concept to completion, doing everything possible to ensure their success.
  • Exceptional communication skills, time management, and ability to work in a team environment.
  • Flexible, team player, with a “get-it-done” personality.
  • Self-motivated and results oriented.
  • Strong attention to detail, organized and ability to manage multiple tasks at once.

Background/Experience:

  • 4+ year of SQL database administration experience.
  • Ability to read, write, and tune T-SQL including stored procedures, views, and functions.
  • Bachelor’s level degree in a technology related field or the equivalent combination of education and experience.
  • Cloud Experience (Azure, AWS, etc.).
  • Database upgrades in stand-alone, Clustered, and Always-On Availability Group environments.
  • Experience Monitoring and Troubleshooting issues with IO, Memory, and CPU.
  • Experience with DevOps, GitHub.
  • Expert with Windows server and VMWare.
  • Familiarity with SSIS and SSRS.
  • Knowledge/experience of advanced storage architectures.
  • Solid experience with Database Administration for MSSQL Server.
  • Understand of High Availability (HA) and Disaster Recovery (DR) options for MSSQL Server.
  • Working familiarity with API
Annuity Sales Recruiter/Inside Sales

Position Summary

 The Annuity Sales Recruiter/Inside Sales is responsible for recruiting independent insurance agents to CreativeOne.

This position demands self-motivation and a proactive approach to inside sales.

 Duties and Responsibilities include, but 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.

 

 

 

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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.

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Client Services Specialist

Position Summary

The Operations Specialist is responsible for assisting our advisers and their staff with opening and servicing client accounts, assisting with account paperwork, and other operational issues as they arise. This role provides administrative support to our external advisers over telephone and email along with providing technical and educational trainings as needed. 

 

Duties and Responsibilities include, but are not limited to: 

  • Provide constant communication and support to advisers.
  • Day to day customer service to advisors.
  • Troubleshoot issues on behalf of the producer.
  • Daily interaction with advisors, vendors, and teammates to excellent provide customer service.
  • Assist and/or resolve account issues/problems with the custodians
  • Conduct virtual training.
  • Assist with executing some compliance-related responsibilities from time-to-time

 

Critical Skills Sought

  • Willingness to learn, contribute to organizational growth.
  • Highly organized and communicative.
  • Enjoy meeting and engaging new advisors.
  • Strong phone skills and ability to teach processes.
  • Apply 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

  • Experience in an administrative, training, or sales support role.
  • Bachelor’s degree preferred.
  • Able to secure FINRA Series 65 or Series 7 license within 12 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.

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