What are the responsibilities and job description for the Employee Benefits Sales Representative position at OneAmerica Financial?
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.
Job Requirements
Required Education and/or Certifications
- Bachelor's Degree or any combination of education and experience which would provide an equivalent background.
- Life and Health license
Recommended Education and/or Certifications
- Proficient in Microsoft Office suite
Required Work Experience
- 3 years of sales experience in Employee Benefits and/or related sales and marketing experience.
- Or any combination of education and experience which would provide an equivalent background
Salary Band: S05
