Internal Sales Partner
About the role
At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives! The Internal Sales Partner's primary function is to support growing sales for the company. The purpose of this position is to work with a Regional Sales Director (external wholesaler in Care Solutions) or Field Sales Director (external wholesaler in traditional life & annuity products) to grow sales in a specific sales territory. An Internal Sales Partner's role in the sales process is everything from garnering interest in our products through an application coming in-house.
Responsibilities
- Work with outside advisors/agents and external wholesalers to grow sales in assigned sales territory through the use of sales calls, webinars, sales ideas, case design, and other sales tools and functions.
- Collaborate with fellow Internal Sales Partners, marketers, and/or other business partners to create sales and market recognition within their individual and team sales territories.
- Represent Internal Sales’ wants, needs, and/or thoughts in internal meetings.
- Promote core EWA Beliefs within team (i.e., create clarity, own it, mutual trust, celebrate success, embrace change, speak up, and grow people).
Requirements
- High School Diploma (required)
- Life & Health License obtained within 4 months of employment (required)
- Preferred: Bachelor's or Associate Degree
- Preferred: Securities licensing; Industry designations (e.g., CFP, CLTC, RICP, etc.)
- 3 to 5+ years of sales experience
- 2 to 3+ years of financial industry experience
- Any combination of education and experience providing an equivalent background