|Chris Wilhelm Brings Pacific-based experience to role serving retirement plan clients
INDIANAPOLIS, IN (Jan. 8, 2019) -- Chris Wilhelm has joined OneAmericaŽ as its newest regional sales director for Northern California, bringing three decades of retirement planning experience and a reputation for relationship-building to the role.
Wilhelm, based in San Francisco, began Dec. 3. She came to OneAmerica from Ohio National Life Insurance Co., where she was a retirement plan wholesaler. She first started selling 401(k) plans in 1989.
"Chris is a knowledgeable and experienced representative in the retirement industry, with a proven record of sales success, excellent relationships with advisors, and an education-focused mindset for retirement plan clients," said Pete Schroedle, OneAmerica National Vice President of Small & Mid Markets. "OneAmerica is growing and having someone of Christine's caliber on board will help us keep up the momentum."
Chris, whose focus is on plans valued at up to $25 million, joins Miki Sakata in what is an expansion of the Northern California office. She'll report to Mark Glavin, regional vice president.
She has experience working with multiple qualified plan tax codes --401k, 403b, 457, Defined Benefit (DB) and employee stock ownership plans--as well as specialization in plan design, employee benefits and financial markets. She has delivered plans through advisor, consultant, and third-party administrators, as well as the benefits broker market place.
"OneAmerica, with its strength as a mutual organization, is the perfect company to help plan advisors and financial professionals grow their business by offering optimized retirement plan solutions that maximize the benefits for the employer and their employees," said Christine. "I am excited to work for an organization that has shown such a strong commitment to helping individuals prepare for retirement."
OneAmerica is the marketing name for the companies of OneAmerica.
Products issued and underwritten by American United Life Insurance CompanyŽ (AUL), a OneAmerica company. Administrative and recordkeeping services provided by McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica which are not broker/dealers or investment advisors.
A national leader in the insurance and financial services marketplace for more than 140 years, the companies of OneAmerica help customers build and protect their financial futures. OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset-based long-term care solutions and employee benefit plan products. Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources who are committed to providing value to our customers. To learn more about our products, services and the companies of OneAmerica, visit oneamerica.com/about-us/companies-of-oneamerica.