Note: The job is a remote job and is open to candidates in USA. OneAmerica Financial is dedicated to providing financial strength and stability to its customers. The Field Sales Director is responsible for driving sales growth and expanding market presence through promoting OneAmerica's life insurance and annuity products, while building strong relationships with Independent Brokerage producers.
Responsibilities
- Drive sales growth of OneAmerica life insurance and annuity products within the Independent Brokerage distribution channel
- Develop and execute territory business plans to achieve sales objectives and strategic growth initiatives
- Build, strengthen, and maintain relationships with independent producers, agencies, and key distribution partners
- Promote, train, and support advisors through in-person meetings, conferences, webinars, phone consultations, and other communication channels
- Educate producers on product solutions, sales strategies, planning concepts, and industry trends
- Consult with advisors on advanced planning opportunities, including retirement income, estate planning, business succession, executive compensation, and wealth transfer strategies
- Identify and cultivate new business opportunities while expanding relationships with existing producers
- Partner with internal sales, underwriting, advanced markets, marketing, and operations teams to deliver an exceptional advisor experience
- Maintain a strong understanding of competitive market dynamics, product positioning, and industry developments
- Represent OneAmerica at industry conferences, meetings, and advisor events
Skills
- Three or more years of external wholesaling, field sales, business development, or financial services sales experience required
- Proven ability to influence, educate, and drive sales results through relationship-based consulting
- Strong presentation, training, and public-speaking skills
- Exceptional verbal, written, and interpersonal communication skills
- Demonstrated ability to manage a territory, prioritize opportunities, and work independently
- Ability to travel approximately 50–60% of the time
- Bachelor's degree preferred or equivalent combination of education and industry experience
- Professional designations such as CLU, ChFC, CFP®, RICP®, or similar are preferred
- Experience working within the Independent Brokerage, Independent Marketing Organization (IMO), or financial advisor distribution channels preferred
- Knowledge of economics-based planning systems (e.g., LEAP, Wealth Building Cornerstones, or similar financial planning tools) is desirable
- Understanding of advanced sales concepts including retirement planning, estate planning, charitable giving, executive compensation, and business succession planning preferred
Benefits
- 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*)
Company Overview