The Company

Since 1877, our customers have counted on us to be there when they needed us most — to start a family or business, to prepare for the future, to leave a legacy. Through life-insurance and retirement plans, annuities, long-term care solutions and employee benefits packages, we're making a difference in the lives of everyday people.

The Opportunity

We're in the business of building relationships and changing lives. Sure, we offer life insurance products, retirement services and group benefits, but those are just a means to an end: a better, more secure future for Americans from all walks of life.

In this position, you are responsible for guiding agents through the complexities of financial, legal, tax and estate planning concepts. You will help with case design and consultation. This includes analyzing a client's financial position, helping assess needs and offering the appropriate solution.

This is an individual contributor role based at the OneAmerica Tower in Indianapolis, Indiana. The individual in this role must be able to simplify advanced and complex sales concepts. You will be expected to effectively communicate, both written and verbal, the analysis of life insurance and asset-based long term care products. You must be open and available for travel although it will not be frequent.

Rewarding Impact. Fulfilling Careers.

People like you are the future of our company. We want to see you grow and thrive in your career, so we invest in professional development and continuing education to help you advance within the company. We take care of people, and that includes our employees. With our strong company values as a foundation, we give you the freedom and confidence to do your best. We'll help you grow, empower you to take care of customers, and provide opportunities for you to serve the community, build relationships, and have some fun.

A World of Opportunity

We've been delivering on our promises for more than 140 years because we're committed to excel-lence, growth and building lasting relationships. Most importantly, you can help us carry on our legacy of trust, passion for people, and commitment to the community as we build our company for the future. We make meaningful connections with colleagues and customers, and every one matters. From our network of employees, agents, brokers and financial professionals to new and current customers, we count on you to bring your unique style and personal touch to building lasting relationships with all kinds of people at every stage in life.

The Day-to-Day Responsibilities

• Work with agents and their staff on client case design and advanced sales concepts. 


• Maintain broad knowledge of life insurance and asset-based long term care landscape, illustration software, marketing resources, sales ideas and advanced markets planning techniques and strategies. 


• Present and speak at various OneAmerica or agency events.


• Provide training and conduct webinars.


• Respond to inquiries and needs of field sales people.

• CPA or JD preferred


• 5+ years of experience in life insurance, advanced markets and case design. 


• Willingness to take initiative, exhibit creative thinking and take ownership of cases and projects.


• Strong verbal and written communication skills.


• Minimal travel but ability to do so is required.

All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their leader, subject to reasonable accommodation. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled.