Employee Benefits Sales Representative - Tampa/Orlando
About The Position
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! Job Summary This position is responsible for the satisfactory sales and service of Group products offered by AUL. This position contributes to the generation of new product sales and renewals of in-force groups. Primary duties may include, but are not limited to: 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.
Requirements
- 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
Nice To Haves
- Proficient in Microsoft Office suite
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
