Field Sales Director – Independent Brokerage Channel

OneAmerica Financial

Field Sales Director responsible for driving sales and expanding market presence for OneAmerica. Collaborates with Independent Brokerage producers to deliver sales support and solutions.

Posted 7/4/2026full-timeCalifornia, Maine • 🇺🇸 United StatesLead💰 $125,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving sales growth within the Independent Brokerage distribution channel, leveraging strong relationship-building skills and advanced planning knowledge to educate and support financial advisors. Proficient in executing territory business plans and collaborating with internal teams to enhance the advisor experience.

Highest-signal resume keywords

External Wholesaling ExperienceAdvanced Planning KnowledgeSales Growth StrategyRelationship ManagementPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales StrategyBusiness DevelopmentFinancial Services SalesRetirement PlanningEstate PlanningCharitable GivingExecutive CompensationBusiness Succession PlanningEconomics-Based Planning SystemsTerritory Management

Soft Skills

Influencing SkillsTraining SkillsPublic SpeakingVerbal CommunicationInterpersonal Communication

Tools & Technologies

LEAPWealth Building Cornerstones

Certifications & Qualifications

CLUChFCCFP®RICP®

Industry Keywords

Independent BrokerageIndependent Marketing OrganizationFinancial Advisor DistributionSales ObjectivesMarket Dynamics

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor's degree preferred or equivalent combination of education and industry experience.
Professional designations such as CLU, ChFC, CFP®, RICP®, or similar are preferred.
Three or more years of external wholesaling, field sales, business development, or financial services sales experience required.
Experience working within the Independent Brokerage, Independent Marketing Organization (IMO), or financial advisor distribution channels preferred.
Knowledge of economics-based planning systems (e.g., LEAP, Wealth Building Cornerstones, or similar financial planning tools) is desirable.
Understanding of advanced sales concepts including retirement planning, estate planning, charitable giving, executive compensation, and business succession planning preferred.
Proven ability to influence, educate, and drive sales results through relationship-based consulting.
Strong presentation, training, and public-speaking skills.
Exceptional verbal, written, and interpersonal communication skills.
Demonstrated ability to manage a territory, prioritize opportunities, and work independently.
Ability to travel approximately 50–60% of the time.

Benefits

Comp & perks

Medical & prescription, dental, vision insurance
Health Savings Account & Flexible Spending Accounts
Paid Time Off
10 weeks 100% paid parental leave (after completing 12 months of employment)
401(k) Plan with company match
Pension Plan
Company paid life & disability insurance
Wellness Program & Company paid employee assistance program
Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)