Dixon Wells is pleased to announce the addition of Robert B. Olterman, CFP® to its leadership team as Director of Sales.
For two decades, Rob has worked in the financial services industry with the bulk of his experience specializing in life insurance and agency management at AIM Systems. During his time at AIM, Olterman worked in various roles, learning the ins and outs of insurance distribution challenges and opportunities from the ground up in the following roles: case design manager in 2000, vice president; agency operations manager in January 2001; regional director in June 2006; senior vice president, national sales manager in June 2008 and his most recent position of president in 2015.
Olterman chose to embark on a career in sales in 2006 and became a Regional Director providing point-of-sale assistance to advisors in Georgia, South Alabama, and North Florida. In his second year in the field, Olterman was named a Platinum Producer. Olterman assumed the title of Senior Vice President, National Sales Manager in July 2008, and became responsible for AIM’s point-of-sale Regional Directors throughout the country. He was later promoted to company President in 2015 where he added the responsibilities of business strategy and carrier relationships. Over the course of his career, he has consistently been recognized for his ability to drive production and develop point-of-sale resources and relationships.
In 2017, Rob changed paths and joined LifeMark Partners as the Vice President of Business Development & Marketing. In his role at LifeMark, he was responsible for the day-to-day management of carrier relationships as well as leading the business development strategy of the firm. Rob also supervised the company’s marketing activities.
Olterman earned his bachelor’s degree in business administration for Furman University. He completed the CERTIFIED FINANCIAL PLANNER™ certification at Oglethorpe University in Atlanta and passed the national board exam in 2003. Rob currently resides in Woodstock, Georgia with his spouse and two teenaged sons.
Please join us in welcoming Rob to the Dixon Wells family.