Now Hiring - OneAmerica Financial Partners, Inc. - Sales Coordinator II in Indianapolis, IN

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

The Sales Coordinator II position is responsible for managing processes in support of the Sales team as they prospect new business. The role serves as a liaison to internal clients, advisors, sales, and corporate partners. The position is responsible for supporting the Regional Sales Directors with pre-sales solutions and materials to assist them in driving business development.

Primary responsibilities include but are not limited to:

• Preparation of sales deck and ancillary materials:
  • Collaborate with RSDs and ISMs to support finals presentation opportunities including PowerPoint deck, agenda, and marketing materials.
  • Support consistency in workflow and delivery.
• Regional Events/Webinars:
  • Coordinate events with RSD/ISM and internal stakeholders including booking the venue, selecting the menu, creating, and sending invites, tracking RSVPs, CE application, managing DCIO partner funds for sponsored events and ordering materials and promo items.
  • For webinars also managing technology and scheduling planning meetings.
• Conferences:
  • Collaborate with Business Development team; manage booth orders, promo items, ensure adherence to broker-dealer guidelines.
• Liaison to sales consulting:
  • Collaborate with Sales Consulting Manager on due diligence visits.
  • Own logistics such as ordering catering, booking travel for guests, assist with meeting activities day of.
• Ad-hoc administrative support – Support field and sales leadership with general administrative tasks including (but not limited to):
  • Meeting coordination, ordering marketing materials (promo items, business cards, etc.), ordering office supplies and inputting security requests for visitors to the tower.

Job Requirements

Required Education and/or Certifications

• H.S Diploma or equivalent

Recommended Education and/or Certifications

• College degree preferred or H.S. Diploma with any combination of education and experience which would provide an equivalent background

Required Work Experience

• 3+ years minimum work experience
• Or any combination of education and experience which would provide an equivalent background

Salary Band: 03B

This selected candidate will be expected to work hybrid in Indianapolis, IN. 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.

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 [please apply online]