So you think diversified financial services is up your alley? Sweet.

We work hard, but we promise we’re pretty fun too. Well, minus that one guy, but you know … there’s always one. JK!

Check out our openings and apply if one aligns with what you’re looking for. Keep reading to learn more about what we do and what it’s like to work at CreativeOne!

So you think diversified financial services is up your alley? Sweet.

We work hard, but we promise we’re pretty fun too. Well, minus that one guy, but you know … there’s always one. JK!

Check out our openings and apply if one aligns with what you’re looking for.

So ... who is CreativeOne?

In a nutshell, we help independent financial advisors be the best they can be. Whether that’s finding the right strategy for their client, the perfect product or concepting marketing materials, our job is to make them shine bright in front of their own clients.

We help advisors with:

  • Annuities & life insurance.
  • Wealth management & securities.
  • Business coaching and marketing.

We have an in-house broker-dealer and a registered investment advisor to boot. So you can see where the whole “diversified financial services” thing comes from. We can help our clients do it all—and do it well.

So ... who is CreativeOne?

In a nutshell, we help independent financial advisors be the best they can be. Whether that’s finding the right strategy for their client, the perfect product or concepting marketing materials, our job is to make them shine bright in front of their own clients.

We help advisors with:

  • Annuities & life insurance.
  • Wealth management & securities.
  • Business coaching and marketing.

We have an in-house broker-dealer and a registered investment advisor to boot. So you can see where the whole “diversified financial services” thing comes from. We can help our clients do it all—and do it well.

What’s it like to work here?

Well, like we said, we definitely work hard. But it’s with people you respect and enjoy working with, so that makes the job worth coming to every day. And yep, we’re big believers in being in the office for collaboration and let’s be honest, the camaraderie.

Here, it’s a work climate that respects you and your life outside of the office. You’ll push toward a common goal with some of the industry’s most talented sales teams, the best service teams you can imagine, marketing aficionados, and really, a multitude of individuals who know their stuff who you can learn from as you move forward in your career.

We sprinkle in some fun for sure, whether we’re doing some casual tailgating, or trying to jump in on the next big TikTok trend, here’s more proof of the good times we have together.

What’s it like to work here?

Well, like we said, we definitely work hard. But it’s with people you respect and enjoy working with, so that makes the job worth coming to every day. And yep, we’re big believers in being in the office for collaboration and let’s be honest, the camaraderie.

Here, it’s a work climate that respects you and your life outside of the office. You’ll push toward a common goal with some of the industry’s most talented sales teams, the best service teams you can imagine, marketing aficionados, and really, a multitude of individuals who know their stuff who you can learn from as you move forward in your career.

We sprinkle in some fun for sure, whether we’re doing some casual tailgating, or trying to jump in on the next big TikTok trend, here’s more proof of the good times we have together.

Some other perks of working at CreativeOne:​

– Comprehensive health plans.
– Incentive and bonus plans.
– 401(k) plan (and a best-in-class 6% match!).
– Learning and development, tuition reimbursement.
– Campus amenities, including access to a gym, trails and RideKC bikes.
– An emphasis on community involvement and giving back.
– Strong work-life balance.
– Cool coworkers.

So, let’s work together. Here’s what we’ve got open as of this moment.

Some other perks of working at CreativeOne:

– Comprehensive health plans.
– Incentive and bonus plans.
– 401(k) plan (and a best-in-class 6% match!).
– Learning and development, tuition reimbursement.
– Campus amenities, including access to a gym, trails and RideKC bikes.
– An emphasis on community involvement and giving back.
– Strong work-life balance.
– Cool coworkers.

So, let’s work together. Here’s what we’ve got open as of this moment.

Openings

There are currently no openings

Position Summary:

The Agent Support Specialist ensures CreativeOne’s agents receive timely and accurate service on pending and in-force annuity cases. Working closely with insurance carriers, agents and internal customers the Annuity Support Specialist processes requests in a friendly, professional manner.

Duties and Responsibilities include, but not limited to:

  • Provide annuity case follow-up in a timely and accurate manner to the appropriate party.
  • Detect, correct and prevent issues relating to annuity cases and service requests.
  • Work service requests in a timely, confidential, professional, and thorough manner.
  • Enter service request and follow-up communication into the CreativeOne CRM.
  • Provide adequate follow-up on files with outstanding items.
  • Prioritize and respond to service requests from annuity sales and agents in a timely, professional manner.
  • Communicate via telephone and email with agents, annuity carrier home offices and transfer companies on a daily basis.

Core Competencies:

Customer Focus:

  • Considers customers’ needs as the primary guide in decision-making.
  • Regular follow up via email, telephone or appropriate means to ensure 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 customer 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.
 

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.

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.

 

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.

Duties and Responsibilities include, but not limited to:
  • Review and process annuity and life contracting applications for accuracy
  • Agent contact (via telephone, email and in-person) to obtain any missing information and requirements necessary to complete annuity contracting applications
  • Prioritize and respond to service requests from the Sales Division in a timely and professional 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
  • Communicate via telephone and e-mail with carrier home offices, in house staff and agents 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.
  • Insurance industry background
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
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.

Application Form

To apply for a job, fill out the form below and attach any relevant files.

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Your information will never be traded, shared or sold.

The online privacy policy only applies to information collected through our website and not to information collected offline.

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Our Privacy Policy was last updated on March 30, 2015 and if there are any questions feel free to refer to our contact page.