OneAmerica Financial

Sales

• 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 Regional Group Sales Manager

Account Executive

• 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
• 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 align with our core strategy.

Employee Benefits Sales Representative

• Responsible for the satisfactory sales and service of Group products offered by AUL.
• Contributes to the generation of new product sales and renewals of in-force groups.
• 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.
• Conduct sales and product seminars as necessary.
• Manage assigned territory to achieve net quote activity levels that meet selling objectives.

Employee Benefits Sales Rep

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

Employee Benefits Regional Group Sales Manager

Employee Benefits Sales Representative

Employee Benefits Sales Rep

Senior Underwriting Consultant, Individual Life