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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.

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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Workflow Processing Specialist

Position Summary

The Workflow Processing Specialist is responsible for the review of all email communication received in the Contracting Service and Service First inboxes new life applications received by CreativeOne.  This position identifies the individual requests from our producers and assigns them in a timely manner, to the writing designated sales support team.

Duties and Responsibilities include, but not limited to:

  • Review and assign all agent requests, missing items, new applications, post issue items and communication received from our carriers.
  • Contact producers, to obtain any missing information and requirements necessary to complete life applications and contracts.
  • Enter required information into the CreativeOne CRM, in a timely and thorough manner.
  • Staying up to date on changing carrier forms and rate changes.

Critical Skills Sought

  • Attention to detail.
  • Excellent verbal and written communication skills. This position works in a customer service capacity.
  • Strong sense of teamwork to accomplish departmental objectives.
  • Ability to multi-task, while providing exceptional service to agents, carriers and teammates.
  • Complete tasks within daily deadlines in a fast paced environment.
  • Team Work
    • Develops and maintains effective working relationships at all levels.
    • 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.
  • 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.

Qualifications

  • Comfortable working in a Microsoft Office environment.
  • Experience with general office technologies, such as: scanning, email, fax, website navigation, uploading documents.
  • Minimum High School Diploma, or equivalent required.
  • Insurance industry background is desired.
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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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Securities Operations Specialist

Position Summary:
The Operations Specialist is responsible for assisting our advisers and their staff with account and paperwork issues
as they arise. This role provides technical and educational trainings along with offering various other administrative
support to our external advisers.

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:
· 2+ years in an administrative, training, or sales support role of advisory business.
· Experience with TD Ameritrade and Charles Schwab institutional platforms.
· Bachelor’s degree preferred.
· Series 65 or Series 7 strongly desired.

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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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