AUL Retirement Services appoints James Gilligan to Florida sales post
Contact:
Beth King, APR, Media Relations Manager
(317) 285-4168 or beth.king@oneamerica.com
For Immediate Release:
Indianapolis (July 28, 2010) – The management of the Retirement Services division at American United Life Insurance Company® (AUL), a OneAmerica company, has appointed James Gilligan to the position of regional sales director in the Orlando, Fla.- based regional retirement services office.
With nearly 20 years of experience in the retirement services industry, Gilligan most recently served as a managing director for MassMutual Financial Group. In this position, Gilligan maintained and developed relationships with intermediary partners throughout the state of Florida. Additionally, he surpassed his sales goals from 2007 to 2010, was named a leading performer in 2009 and achieved a 98 percent plan sponsor retention rate.
Gilligan began his career as an institutional sales executive for the Vanguard Group where he was responsible for territory development, cold calling, lead generation and handling client referrals. After a successful run with Vanguard, Gilligan joined CBIZ Benefits and Insurance Services in 2000 as a senior retirement plan sales consultant. In this position, he developed retirement plan marketing seminars for Charles Schwab branch managers and investment consultants that netted $88 million in sales. In 2002, Gilligan was named a regional director with The Newport Group where he sold qualified, non-qualified and investment advisory services in the Southeastern United States. While at The Newport Group, Gilligan sold 12 401(k) plans in the first half of 2005 that resulted in $108 million in total plan assets.
“Joining AUL is a great opportunity to contribute positively to the company’s overall growth strategy,” Gilligan said. “It is gratifying to know that AUL, who is so widely known and respected in the retirement industry, wanted me. I truly look forward to building a strong local team and brand that plan sponsors deserve and expect.”
Under the direction of Vice President of Sales Mark Glavin, Gilligan will provide sales and product support to financial professionals in Florida who sell 401(k) and 403(b) products and services to their clients.
“With heavy emphasis being placed on distribution, we’re able to attract talented professionals like Jim Gilligan to AUL,” said Bill Yoerger, senior vice president of AUL Retirement Services. “I’m pleased to welcome Jim to the AUL family and am excited to work with him to develop new business opportunities in the Southeast.”
Gilligan resides in Hobe Sound, Fla. and is a member of the American Society of Pension Professionals & Actuaries.
About AUL Retirement Services
American United Life Insurance Company® (AUL) is the founding member of OneAmerica® and offers a wide range of products and services for retirement plans of individuals and employers. As a leader in the retirement services industry, AUL provides local service through a national network of experienced professionals focusing on the 401(k), 403(b) and 457 markets.
About AUL
American United Life Insurance Company® (AUL), a OneAmerica® company, is focused on providing a strong portfolio of products for individuals, families and small businesses. AUL utilizes a national network of experienced professionals utilizing an extensive menu of financial products, including life insurance, annuities and employee benefit plan products. The company helps consumers plan for tomorrow by helping to protect their financial futures.
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 plan 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 increasing value to our policyholders by helping them plan to meet their financial goals.
Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, 433 N. Capitol Avenue, Indianapolis, IN 46204, (877) 285-3863, which is a wholly owned subsidiary of AUL.
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Note to reporters: To request of photo of James Gilligan, please contact Media Relations Manager Beth King, APR at 317-285-4168 or beth.king@oneamerica.com.
