Internal Sales Team Lead

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!

This role's primary function is to grow sales and provide support to the internal sales leadership team. The purpose of this position is to partner with National Account Managers (external wholesalers in Care Solutions) to grow sales in a specific sales territory and to assist the internal sales leadership with quality assurance/monitoring. A Team Lead Internal Sales Partner's role in the sales process consists of gaining interest in Care Solutions products all the way through to an application being submitted. 

Primary ISP duties may include, but are not limited to:

• Work with third party accounts 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 (ISPs), marketers, and/or other business partners to create sales and market recognition within their individual and team sales territories.


• Promote core EWA Beliefs within team (i.e., create clarity, own it, mutual trust, celebrate success, embrace change, speak up, and grow people).

Primary team lead duties may include, but are not limited to:

• Provide quality assurance by listening to ISP calls and reading ISP sent emails to provide sales coaching.


• Occasionally attend Internal Sales leader meetings – be an advocate/spokesperson to leadership on behalf of all ISPs.


• Training/onboarding partner for new hire ISPs.


• Assigned mentor for a new hire ISP(s) during months 6 through 12 – monthly meeting.


• Events/activities think tank for ISPs, i.e., NSM, group outings, work area, etc.


• Deep Dive webinar work.


• Obtain Yellow Belt I/II.


• Attend all WSM/SSM meetings (unless management only meeting)


• Pilot participation.


• Shared email box management for all ISPs on PTO, FMLA, etc.

Work/Education Requirements

• Minimum 5 years sales experience required.


• Minimum 3 years of financial industry experience required.


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  Life & Health License required.

  
  


• Strong verbal and written communication.


• Ability to build rapport quickly.


• Active listening and questioning skills.


• Professional phone and email etiquette.


• Time management and prioritization skills.


• Ability to handle high-volume tasks.


• Attention to detail.


• Adaptability in a fast-paced environment.


• Securities licensing and/or Industry designations, e.g., CFP, CLTC, RICP, etc., recommended.


• College Degree Preferred
  
  
  
  • High School Diploma required, or any combination of education and experience which would provide an equivalent background.
  
  
  
  

Salary Band: S05

#LI-SD1

#LI-HYBRID

This selected candidate will be expected to work hybrid in Indianapolis. The candidate will also be expected to physically return to the office in Indiana as business needs dictate or for team building and collaboration.

We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:

• Medical & prescription, dental, vision insurance


• Health Savings Account & Flexible Spending Accounts


• Paid Time Off


• 10 weeks 100% paid parental leave (after completing 12 months of employment)


• 401(k) Plan with company match


• Pension Plan


• Company paid life & disability insurance


• Wellness Program & Company paid employee assistance program


• Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)

If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. 

Disclaimer:  American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.

For all positions:

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 Financial, visit oneamerica.com/companies.