OneAmerica Financial · 2 days ago
Employee Benefits Sales Representative - Tampa/Orlando
Georgia, United States
Full-time
Hybrid
Mid Level
3+ years expOneAmerica Financial is dedicated to creating more certainty for its customers and advancing stability and growth. The Employee Benefits Sales Representative is responsible for sales and service of Group products, contributing to new product sales and renewals while achieving satisfactory sales results.
BankingCrowdfundingEducationFinancial Services
Responsibilities
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. Operate within the RGO budget
Conduct sales and product seminars as necessary
Attend regularly scheduled manager one on ones and office meetings to help identify patterns, areas for improvement, and find ways to provide better experiences for our brokers and their clients. Remote setups use video technology and meet in person on a regular cadence
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
Qualification
Required
Bachelor's Degree or any combination of education and experience which would provide an equivalent background
Life and Health license
3+ years of sales experience in Employee Benefits and/or related sales and marketing experience
High School Diploma required, or any combination of education and experience which would provide an equivalent background
Preferred
Proficient in Microsoft Office suite
Company
OneAmerica Financial
OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Joe Ingream
President of Employee Benefits
Recent News
2025-08-25
2025-06-04
Company data provided by crunchbase