OneAmerica Financial Partners - Philadelphia, PA

posted 3 months ago

Full-time - Mid Level
Onsite - Philadelphia, PA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The OneAmerica Financial Employee Benefits division is dedicated to providing exceptional sales and service across the nation, fostering positive relationships between businesses and their employees. With a strong emphasis on financial strength and stability, OneAmerica has earned impressive industry ratings, reflecting its commitment to excellence. As the company evolves, it is focused on building a diverse and talented team of sales professionals to support targeted markets, emphasizing the importance of relationships, unparalleled customer service, and growth opportunities. In the role of Regional Sales Manager, you will be responsible for developing and managing a specific geographic territory, primarily focusing on the Philadelphia, PA/New Jersey area. This position is crucial for expanding the distribution of OneAmerica Employee Benefit products and services. You will be tasked with building meaningful business relationships with brokers and other influential centers to drive sales and enhance the company's market presence. Your responsibilities will include enhancing existing relationships and forging new partnerships within your territory, driving creative solutions to promote the value of OneAmerica Financial, and leveraging your marketing and sales expertise to motivate other professionals to sell OneAmerica products. Additionally, you will assist the Regional Vice President in developing and implementing the RGO marketing plan while managing the assigned territory to meet sales objectives. Utilizing data from Group Market Share, MiEdge, and Salesforce will be essential in expanding market presence and increasing sales production. You will also be expected to conduct sales and product seminars as necessary and develop a strategic plan to achieve case activity targets aligned with the company's core strategy.

Responsibilities

  • Enhance current relationships and develop new partnerships in your designated territory to support ongoing expansion of sales.
  • Drive creative solutions to increase partnership and understanding of the value of OneAmerica Financial.
  • Represent OneAmerica Financial by motivating other professionals to sell OneAmerica Financial products to their clients.
  • Assist the Regional Vice President in the development and implementation of the RGO marketing plan, operating 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.

Requirements

  • Established broker relationships with experience in LTD, STD, and Group Life.
  • Ability to produce within the assigned territory and achieve satisfactory sales results and submissions of OneAmerica/AUL products.
  • Exceptional skill in developing and maintaining relationships with internal (peers, colleagues, management) and external clients.
  • Ability to build strong interpersonal relationships with a collaborative style.
  • Advanced ability to develop strategies and business plans then deliver on established objectives.
  • Outstanding presentation and consultative selling skills.
  • Able to travel up to 50% to meet with targeted prospects.
  • Bachelor's Degree or any combination of education and experience which would provide an equivalent background.
  • Life and Health license.
  • Minimum of five years of Group Benefits Sales experience.
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