Mutual of Omaha Retirement Services Names New Regional Sales Managers in Key Markets
OMAHA, Neb., February 21, 2014 – Mutual of Omaha Retirement Services has recently made changes to its distribution, revamping territories and naming four new regional sales managers who consult with advisors to meet the 401(k) retirement needs of employers and their employees, said Pat Bello, national sales director of 401(k) at Mutual.
Thomas Engelhard – Wisconsin, Minnesota, North Dakota and Eastern Iowa.
Prior to joining Mutual, Engelhard served as regional director for Pentegra and AUL and was a regional sales director with The Hartford for more than 22 years. He is a graduate of Miami University in Oxford, Ohio, and received his MBA from Loyola University in Chicago. Engelhard holds his AIF(r) designation.
Kieran (K.C.) Behm – Northeastern/Eastern Pennsylvania (except Philadelphia) and Northern New Jersey.
Prior to joining Mutual, Behm served as vice president of Qualified Retirement Plans at Univest. Prior to that, he was regional 401(k) sales director/wholesaler with Lincoln Financial Distributors, serving the Eastern Pa. and Northern Del. area. Andy Dalka – Southern Texas, Louisiana and Mississippi. Dalka joined Mutual in 2011 as an internal wholesaler. Prior to that, he was a financial advisor in the banking industry and he is a graduate of Nebraska Wesleyan University.
Josh Burnett – Nebraska, Western Iowa and South Dakota.
Burnett joined Mutual in 2008. Prior to assuming his current position, he served as national wholesaler for Mutual of Omaha Retirement Services, where he was responsible for managing open territories and supporting other regional sales managers. He has earned master’s and bachelor’s degrees from Bellevue University in Bellevue, Neb. and a Certified Retirement Plans Specialist designation from the College for Financial Planning.
In addition, Diane Kolvek’s role as a regional sales director for western territories has been expanded to leverage the company’s strong brand and relationships to develop 401(k) sales opportunities in the Omaha area. Kolvek also holds her QPFC designation. In addition to these personnel and territory changes, Mutual of Omaha Retirement Services has four additional wholesaler opportunities it is looking to fill in Colorado, Florida, Northern Texas and Kansas/Missouri.
“These changes will continue to align Mutual of Omaha Retirement Services to be the 401(k) product provider of choice for the small to mid-sized market,” said John Corrieri, vice president of 401(k) at Mutual. “Our wholesaler team brings a wide range of experience to Mutual of Omaha and I am confident in their ability to serve their markets.”
Burnett, Dalka, Engelhard and Kolvek are registered representatives of Mutual of Omaha Investment Services, Inc., member of FINRA/SIPC. Mutual of Omaha is a full-service, multi-line organization providing insurance, banking and financial products for individuals, businesses and groups throughout the United States.
Mutual of Omaha is a full-service, multi-line organization providing insurance, banking and financial products for individuals, businesses and groups throughout the United States.