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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 Marketing Specialist

Position Summary

The Digital Marketing Specialist 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, as well as emerging media and new technology platforms. They will be responsible for executing and managing digital marketing 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:

  • 1-3+ 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.
Internal Wholesaler/Annuity Sales Business Consultant

Position Summary

The Annuity Sales Business Consultant 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.

Sales and production requirements are established on an individual basis and reviewed with the Senior Vice President, Annuity Sales on a monthly basis.

Apply Now

 

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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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Life Underwriting Liaison

Position Summary

The Life Underwriting Liaison works with assigned sales team(s) 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, placing annuity, life insurance and disability cases in an efficient and timely manner.

Duties and Responsibilities

  • 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.
  • Create product illustrations, via various carrier software.
  • Maintain current information on Creative annuity, life and disability carriers, product lines and underwriting requirements.
  • Monitor case progress, track down outstanding requirements and provide ongoing status updates.
  • Process new annuity, life and disability insurance applications quickly and accurately.
  • Respond to inbound producer telephone calls requesting service, supplies, or information.
  • Review application information, including medical history, to identify potential issues. If necessary, present alternative solutions to increase likelihood of case issue.
  • Set appropriate follow-upon pending insurance cases.
  • Update all outstanding requirements and provide detailed notes in CRM regarding case status.
  • Utilize Agency Integrator and proprietary software to track producers, cases and other pertinent information in relation to annuity and life insurance production.
  • Verify that all illustrations, applications and service forms have been completed accurately
  • Walk producers through contracting processes and follow up with carriers until the producer is active and submits first case.
  • Work and maintain the “service queue” and respond to incoming producer inquiries from the “dedicated hunt group”.

Qualifications

  • 1 + year experience in customer service related field.
  • 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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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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