OneAmerica Financial · 5 days ago
Internal Sales Partner
OneAmerica Financial is committed to creating more certainty for their customers, and they are seeking an Internal Sales Partner to support growing sales. This role involves collaborating with external wholesalers and advisors to enhance sales in a specific territory, utilizing various sales tools and strategies.
BankingCrowdfundingEducationFinancial Services
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)
Qualification
Required
High School Diploma
Life & Health License obtained within 4 months of employment
3 to 5+ years of sales experience
2 to 3+ years of financial industry experience
Or any combination of education and experience which would provide an equivalent background
Preferred
Bachelor's or Associate Degree
Securities licensing
Industry designations, e.g., CFP, CLTC, RICP, etc
Company
OneAmerica Financial
OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.
Funding
Current Stage
Late StageRecent News
2025-08-25
2025-06-04
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