Financial Consultation Services Team Coordinator

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

In this role, you will be responsible for comprehensive support of the Financial Consultation Services (FCS) team that includes monitoring new business paperwork and processes, managing the team email box and Salesforce queue, assigning leads to the team, monitoring plan terminations, and managing the Retirement Services (RS) advisor threshold process. The FCS Coordinator also serves as project manager for mailings of client marketing campaigns and client surveys, as well as monitoring results.

This role curates and manages a product and process informational library. The position is critical in helping to build on our relationship strategy with both participants and producers and to promote cross selling opportunities. The role also serves as the liaison between the FCS team and the Contact Centers, Disbursements, and New Business areas.

Primary duties may include, but are not limited to:

• Manage the plan and individual termination program and assign leads to the team
• Monitor the team email box, SalesForce queue, other internal systems to compile reporting results
• Assist FCS Managers with rollover paperwork and processing then track through to completion of set up and implementation
• Responsible for client survey mailings and customer feedback and providing results to manager for performance management purposes
• Manage client marketing campaign mailings and monitor results
• Manage the RS Advisor threshold process
• Serve as liaison to the Contact Centers, Disbursements, and New Business
• Curate and manage a product and process informational library

Job Requirements

• Exceptional organizational skills to manage a multitude of workstreams effectively with a minimum of error
• Outstanding communication skills both verbal and written
• A passion for service and supporting clients on their journey to financial security
• A desire to seek out and implement process improvement and efficiencies
• Bachelor's degree is preferred but not required
• Minimum 3-5 years' work experience in an administrative role supporting a team
• Knowledge of/background in financial services is ideal but not required
• 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.

As a condition of employment, OneAmerica requires that all new hires who receive a job offer on or after April 18, 2022 provide evidence of full or partial vaccination against COVID-19 within three days of accepting an offer letter with OneAmerica and before employment begins. If applicable, new hires must submit proof that they have received the second dose of a two dose COVID-19 vaccine within 30 days after their first dose is complete. If a new hire wishes to submit a request to be exempt from the mandatory COVID-19 vaccination policy due to a medical condition, sincerely held religious belief or other legal requirement, the associate will have three days after an offer of employment has been accepted to submit their exemption request for review and consideration by OneAmerica.

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.