OneAmerica Financial is in the business of building relationships and enabling our associates to help change lives. We deliver solutions designed for stability and long-term results, so you have the tools to champion their financial goals. Your entrepreneurial spirit, combined with our people-centric experiences, can enable you to positively impact people’s lives while you reach your professional goals. Together, we can help more people enjoy better moments, every day.
Join the OneAmerica Financial Retirement Services team to drive expansion and growth!
If you like the idea of building and developing a territory to make your mark on the future, this is the opportunity for you! As part of OneAmerica’s long term strategy for growth in Retirement Services, this position is responsible for developing and managing a specified geographic territory. The person in this role will be charged with building meaningful business relationships with advisors, TPA's and other centers of influence in order to expand the distribution of OneAmerica Retirement products and services.
The territory for this role is in Philadelphia and surrounding area.
Primary Responsibilities
- Developing and maintaining Key Advisor/TPA/COI Relationships
- Build OA Brand – maintaining a strong, visible presence in the assigned territory
- Developing meaningful Pipeline
- Close Retirement Plan Business
- Generate new opportunities and guide them from prospect
- Achieve activity and assigned revenue targets
Job Requirements
- Bachelor’s Degree in Business, Management or associated field
- Series 6, 63 licensure is required
- Industry Designation such QKA, CEBS QPC, RPA is ideal but not required
- Minimum of five years of Retirement Plan Sales experience
- 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
- Or any combination of education and experience which would provide an equivalent background
Salary Band: S06
This selected candidate will be expected to work remote. The candidate will also be expected to physically return to the office in CA, WI, IN or ME as business needs dictate or for team-building and collaboration.
If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.
Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
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Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.
If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must timely obtain the required licenses. Additionally, prior to moving into this licensed role, you must complete a Form U4 and you will be asked to provide authorization for OneAmerica to conduct a full background check, including criminal, employment/education history, credit and public records search in accordance with the FINRA regulations.
