Internal Sales
1 month ago
At OneAmerica Financial, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.
Job Summary
This position is responsible for partnering with the Regional Sales Directors (RSD) to generate revenue. Key responsibilities include building advisor relationships and discovering new business opportunities through outbound calls and proposal generation. This role will also be accountable to build and strengthen internal relationships with SME’s and other stakeholders.
Primary duties may include, but are not limited to:
Partner with RSD to build relationships with stated advisors to establish familiarity with OA products and services to identify new opportunities. Assist the advisor with positioning of OA value proposition with their prospects/clients.
A key component of this role is to build, price and deliver proposals using the OneAmerica Way.
This role will periodically (as established by RSD/Internal Sales working strategy) travel with the RSD in assigned territory to meet with advisors- Prospecting is a large component of this role. The Internal Partner will work closely with leadership to execute on follow-up calls and advisor touch-points to align with current drip campaigns and/or recent advisor events (OneAmerica Financial hosted symposiums/Industry conferences).
- Partner with RSD to ensure collaboration of joint relationships as needed to ensure alignment with sales goals and current initiatives.
- Work on special projects as needed.
Job Requirements
Required Education and/or Certifications
- Bachelor's degree
- FINRA Licenses - Series 6 or ability to pass the exam within 6 months of hire
- Any qualified designations will be a plus
Desired Work Experience
- 3-5 years in a professional environment
- Sales experience
- Experience working with financial products and services
- Or any combination of education and experience which would provide an equivalent background
Salary Band: S05
#LI-JT1
This selected candidate will be expected to work hybrid in Indianapolis, IN. For candidates not local to Indianapolis, IN, remote will be considered. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration.
If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.
Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
For all positions:
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.
If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must timely obtain the required licenses. Additionally, prior to moving into this licensed role, you must complete a Form U4 and you will be asked to provide authorization for OneAmerica to conduct a full background check, including criminal, employment/education history, credit and public records search in accordance with the FINRA regulations.
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