James R. Daniel, Jr. named regional vice president for 403(b) sales, Southern region
Contact:
Beth King, APR, Media Relations Manager
(317) 285-4168 or beth.king@oneamerica.com
For Immediate Release:
Indianapolis (Jan. 8, 2009) – The managers for the Retirement Services division at American United Life Insurance Company® (AUL), a OneAmerica company, are pleased to announce the appointment of James R. Daniel, Jr. as the division’s regional vice president for 403(b) sales, Southern region.
A 30-year retirement industry veteran specializing in employer-sponsored retirement plan sales, product design and new market development, Daniel most recently served as the executive vice president of corporate retirement plan distribution for Symetra Financial. In these roles, he concentrated on strategic planning, forecasting, program and product creation and new market development. While at Symetra from 1999 to 2007, Daniel increased annual sales from $38 million to $182.6 million. Additionally, he increased average takeover sales from $143,000 to $925,000 and annual deposits per representative from $7.7 million to $30.4 million.
“I’m excited to bring my experience to an already strong company that is widely recognized as a leader in the 403(b) market,” Daniels said. “ When I decided to make a career change, it was important to join a company that was committed to group retirement plan business. Now with the IRS requiring nonprofit organizations to become compliant under their regulations, there are tremendous opportunities to build business. I’m happy to be a part of that.”
Specializing in retirement planning for the small businesses, Daniel will use his expertise to help AUL Retirement Services target nonprofit clients in Ala., Va., N.C., S.C., Tenn., Miss., Ga., Fla., Ark., La., Okla., Texas, N.M., Ariz. and Southern Calif. He’ll work with sales directors to develop business opportunities and plan solutions that further reflect AUL Retirement Services’ aggressive growth strategy in the 403(b) market.
“I’m pleased to welcome Jim to AUL Retirement Services,” said Kevin Kidwell, AUL Retirement Services’ vice president of national nonprofit sales. “Jim is a visionary in group retirement planning and a strong leader who can listen to the clients’ needs and provide the solution they deem appropriate. As we look to build our own business, Jim is the kind of leader we want our team. ”
About AUL Retirement Services
American United Life Insurance Company® (AUL) is the founding member of OneAmerica® and offers a wide range of retirement plans, products and services for individuals and employers. As a leader in the retirement services industry, AUL provides local service through a national network of experienced professionals specializing in the 401(k) and 403(b) and 457 (nonprofit) markets.
About OneAmerica
OneAmerica Financial Partners, Inc., is headquartered in Indianapolis, IN. The companies of OneAmerica® can trace their solid foundations back more than 130 years in the insurance and financial services marketplace.
OneAmerica’s nationwide network of companies offers a variety of products to serve the financial needs of their policyholders and other clients. These products include retirement plans, products and services; individual life insurance, annuities, long-term care solutions and employee benefits. The goal of OneAmerica is to blend the strengths of each company to achieve greater collective results.
The products of the OneAmerica companies are distributed through a network of employees, agents, brokers, and other distribution sources that are committed to maximizing value to our policyholders by helping them plan to meet their financial goals.
We deliver on our promises when customers need us most.
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Registered Representative and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, P.O. Box 1984, Indianapolis, IN 46206, (317) 285-1877, which is a wholly owned subsidiary of AUL.
