Adam Kriz
About Adam Kriz
Adam Kriz is an Internal Wholesaler specializing in 401k plans at Mutual of Omaha since 2021. He holds a Bachelor's Degree in Economics and Business Administration from the University of Nebraska-Lincoln and has previous experience in sales and operations across various companies.
Current Role at Mutual of Omaha
Adam Kriz serves as an Internal Wholesaler for the 401k division at Mutual of Omaha, a position he has held since 2021. Based in Omaha, Nebraska, he is responsible for supporting the sales of retirement plans and related products. His role involves collaborating with financial advisors and clients to facilitate the distribution of retirement investment solutions. He has actively participated in the marketing efforts of the Retirement Plans Division, contributing to the company's outreach and engagement strategies.
Previous Experience in Sales Development
Before joining Mutual of Omaha, Adam Kriz gained experience in sales development through various roles. He worked as a Sales Development Representative at Glassdoor for two months in 2015. He then transitioned to SurveyMonkey and TechValidate Software, where he held positions in Enterprise Sales Development from 2015 to 2016. His experience in these roles provided him with a foundation in sales strategies and customer engagement.
Internship and Early Career Background
Adam Kriz began his professional journey with an internship at Fiserv, where he worked in Sales Operations from 2012 to 2013. This role allowed him to develop skills in sales processes and operations. Prior to his internship, he worked at PetSmart from 2008 to 2012, where he held positions as a Stocker and Cashier. These early experiences contributed to his understanding of customer service and retail operations.
Educational Background in Economics
Adam Kriz holds a Bachelor's Degree in Economics and Business Administration from the University of Nebraska-Lincoln. He also studied Economics at the University of Oxford for 11 months in 2011. His educational background has equipped him with analytical skills and a solid understanding of economic principles, which he applies in his current role in the financial services industry.
Experience at Pacific Life
From 2017 to 2021, Adam Kriz worked as an Internal Wholesaler at Pacific Life in Omaha, Nebraska. In this role, he was involved in the distribution of insurance and investment products, further enhancing his expertise in the financial services sector. His experience at Pacific Life laid the groundwork for his current responsibilities at Mutual of Omaha.