OneAmerica Financial

Sales

• Developing and maintaining Key Broker Relationships
• Build OA Brand – maintaining a strong, visible presence in the assigned territory
• Developing meaningful pipeline
• Close Employee Benefit Business
• Generate new opportunities and guide them from prospect to closure
• Achieve activity and assigned revenue targets
• Assist the Regional Vice President in the development and implementation of the RGO marketing plan.
• Operate within the RGO budget.
• Conduct sales and product seminars as necessary.
• Manage assigned territory to achieve net quote activity levels that meet selling objectives
• Use Group Market Share, MiEdge, and Salesforce data effectively to expand market presence and increase sales production.
• Develop a plan to achieve case activity targets that aligns to our core strategy.

Regional Group Sales Manager – Employee Benefits

Account Executive

• Produce within the assigned territory and achieve satisfactory sales results and submissions of OneAmerica/AUL products.
• Meet renewal objectives as established by the home office.
• Provide acceptable levels of service to producers and clients.
• Assist the Regional Vice President in the development and implementation of the RGO marketing plan.
• Operate within the RGO budget.
• Conduct sales and product seminars as necessary.
• Attend regularly scheduled manager one on ones and office meetings to help identify patterns, areas for improvement, and find ways to provide better experiences for our brokers and their clients.
• Manage assigned territory to achieve net quote activity levels that meet selling objectives.
• Use Group Market Share, MiEdge, and Salesforce data effectively to expand market presence and increase sales production.
• Develop a plan to achieve case activity targets that aligns to our core strategy.
• Responsible for recruiting sales representatives and account managers in the assigned market.

Employee Benefits Sales Representative

• Support sales growth and market penetration within an assigned territory by engaging distribution partners through in-person meetings, virtual appointments, trainings, and outbound marketing efforts (calls, emails, webinars, etc.)
• Assist with the onboarding and launch of new producers, including contracting support, training coordination, and early business development activity.
• Promote Care Solutions products and represent the OneAmerica brand with professionalism, integrity, and enthusiasm.
• Partner closely with Internal Sales and Sales Development teams to execute producer strategies, manage pipelines, and support producer needs.
• Collaborate cross-functionally with teams such as Account Relationship Management, New Business, Underwriting, Licensing, Commissions, Marketing, and Finance to ensure a seamless partner experience.
• Leverage sales tools, case design support, and marketing resources to help producers position Care Solutions effectively with their clients.
• Participate in territory planning, activity tracking, and expense management with guidance from leadership.
• Travel up to 40–50% to attend partner meetings, field visits, conferences, and training events.

Regional Sales Manager

Customer Success Manager

• Utilize EWA (Empowerment with Accountability) to assist our participants, beneficiaries and support internal partners.
• Manage inbound calls for inquiries involving web technical support, demographic changes and various inquiries in regards to retirement pension plans.
• Identify client needs, clarify information, research every issue, and provide “one-call” resolution and/or alternative.
• Collaborate with stakeholders to improve the customer’s experience.
• Managing incoming volumes to maintain both service and quality goals.
• Submit transactional service requests and assist clients.
• Coordinate with support functions to ensure client requests are handled timely.
• Manage escalations and the associated communication required.
• Based upon feedback provided, identify opportunities for improvement.

Customer Engagement Specialist – Retirement Services

IT Support

• Determine participant eligibility and calculate final and estimated pension benefits for PRT plans, including retirement, termination, death, disability, and Qualified Domestic Relations Order (QDRO) benefits.
• Interpret and apply pension plan provisions accurately across multiple plans to ensure compliant and precise benefit determinations.
• Participate in special projects and assign initiatives as needed.
• Process tasks using AWD workflow systems and complete Salesforce data entry.
• Support deferred annuity activities and review/respond to New York–specific communications.
• Conduct death case management reviews and verification activities.

Defined Benefit Admin Coordinator

• Produce within the assigned territory and achieve satisfactory sales results and submissions of OneAmerica/AUL products.
• Meet renewal objectives as established by the home office.
• Provide acceptable levels of service to producers and clients.
• Assist the Regional Vice President in the development and implementation of the RGO marketing plan.
• Operate within the RGO budget.
• Conduct sales and product seminars as necessary.
• Attend regularly scheduled manager one on ones and office meetings to help identify patterns, areas for improvement, and find ways to provide better experiences for our brokers and their clients.
• Manage assigned territory to achieve net quote activity levels that meet selling objectives
• Use Group Market Share, MiEdge, and Salesforce data effectively to expand market presence and increase sales production.
• Develop a plan to achieve case activity targets that aligns to our core strategy.
• Responsible for recruiting sales representatives and account managers in the assigned market.

Underwriter

• Evaluate risks in accordance with established underwriting guidelines
• Process cases using internal operating systems
• Validate underwriting decisions with internal and external partners
• Ensure adherence to published procedures and compliance standards
• Participate in ongoing professional development and continuing education
• Represent the company at industry events
• Collaborate effectively in a team environment
• Mentor and consult with junior underwriting staff

Regional Group Sales Manager – Employee Benefits

Employee Benefits Sales Representative

Regional Sales Manager

Customer Engagement Specialist – Retirement Services

Defined Benefit Admin Coordinator

Employee Benefits Sales Representative

Underwriting Manager