OneAmerica Financial

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.
• 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.
• Responsible for recruiting sales representatives and account managers in the assigned market.

Employee Benefits Sales Representative

• 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.
• 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.
• Responsible for recruiting sales representatives and account managers in the assigned market.

Employee Benefits Sales Representative – Memphis, TN / Mississippi

Outside Sales

• Drive sales growth of OneAmerica life insurance and annuity products within the Independent Brokerage distribution channel.
• Develop and execute territory business plans to achieve sales objectives and strategic growth initiatives.
• Build, strengthen, and maintain relationships with independent producers, agencies, and key distribution partners.
• Promote, train, and support advisors through in-person meetings, conferences, webinars, phone consultations, and other communication channels.
• Educate producers on product solutions, sales strategies, planning concepts, and industry trends.
• Consult with advisors on advanced planning opportunities, including retirement income, estate planning, business succession, executive compensation, and wealth transfer strategies.
• Identify and cultivate new business opportunities while expanding relationships with existing producers.
• Partner with internal sales, underwriting, advanced markets, marketing, and operations teams to deliver an exceptional advisor experience.
• Maintain a strong understanding of competitive market dynamics, product positioning, and industry developments.
• Represent OneAmerica at industry conferences, meetings, and advisor events.

Field Sales Director – Independent Brokerage Channel

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.

Employee Benefits Sales Representative

Employee Benefits Sales Representative – Memphis, TN / Mississippi

Field Sales Director – Independent Brokerage Channel

Regional Group Sales Manager – Employee Benefits