Internal Sales Partner – Life Insurance: San Marcos, CA
February 13, 2024 by Virtual Career Fair
At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.
Job Summary
This role’s primary function is growing sales for the company. The purpose of this position is to work with a Regional Sales Director or Field Sales Director (external wholesaler in traditional life & annuity products) to grow sales in a specific sales territory. An ISP’s role in the sales process is everything from garnering interest in our products through an application coming in house. This includes the primary responsibilities listed in the section below.
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Primary duties may include, but are not limited to:
- Work with outside advisors/agents and external wholesaler 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, marketers, and/or other business partners to create sales and market recognition within their individual and team sales territories.
- Represent Internal Sales’ wants, needs, and/or thoughts in internal meetings.
- Promote core EWA Beliefs within team (i.e., create clarity, own it, mutual trust, celebrate success, embrace change, speak up, and grow people).
Job Requirements
Required Education and/or Certifications
- Required: High School Diploma
- Required: Life & Health License obtained within 4 months of employment
Recommended Education and/or Certifications
- Preferred: Bachelor’s Degree or Associate’s Degree;
- Preferred: Securities licensing; Industry designations, e.g., CFP, CLTC, RICP, etc.
Required Work Experience
Preferred
- 3 to 5+ years of sales experience
- 2 to 3+ years of financial industry experience
- Or any combination of education and experience which would provide an equivalent background
Salary Band: S04
The average base salary is $55K with variable incentive compensation target up to $100K. This selected candidate will be expected to work hybrid in San Marcos, CA.
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.
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, visit oneamerica.com/companies.
