Lee A. Bennett Email & Phone Number

Remote

As VP – National Accounts, "own" the FI Channel for Account Management TeamDevelop and manages the execution of strategic plans designed to increase awareness and sales of F&G Annuity products in the Financial Institutions Channel.Lead Account Manager for top Broker/Dealers with a focus on finding opportunities for Wholesaling Teams to grow sales, acquire and maintain product approvals, as well as continue to build mutually beneficial relationships Numerous strong relationships across many broker/dealers with focus beyond just the product manager (e.g., President of broker/dealer, compliance officers, sales managers, etc.) Consistent early approval of new products and updatesOrganized Keynote speakers broker/dealers

Newport Beach, California

As Senior Director of Strategic Partnership, I develop and manages the execution of strategic plans designed to increase awareness and sales of Pacific Life's retirement products.Lead Account Manager for top Broker/Dealers with a focus on finding opportunities for Wholesaling Teams to grow sales, acquire and maintain product approvals, as well as continue to build mutually beneficial relationships Numerous strong relationships across many broker/dealers Consistent early approval of new productsPre-Pandemic:Diligent work at each account for access to Regional and National MeetingsMany engagements with attendees to connect them to their Wholesaler/Sales ManagerBreakout session presenter at numerous meetingsOrganized Keynote speakers for smaller accounts via joint sponsorship with competitorsPandemic:Managed and attended numerous virtual Regional and National MeetingsDeveloped and managed numerous creative virtual relationship-building sessions with o o Broker/Dealers (e.g., virtual cooking class for C-Suite leadership with a well-known, local chef)

Newport Beach, Ca

As Director of National Accounts-Financial Institution Channel, I develop and manages the execution of strategic plans designed to increase awareness and sales of Pacific Life's retirement products.

Distribution Executive of the Year – 2012 – Over $1b in sales in Division (of $1.3b Total Channel Sales)FI Channel start-up in 2011 – Promoted to DVP – Eastern, USIn conjunction with the Senior Vice President – Channel Leader, built five-year business plan with long-term success as a strategic focusHired and managed five Regional Vice Presidents (Wholesalers) in the Eastern, USBusiness Development and National Account Management responsibility for Eastern, US Relationships included a combination of Financial Institutions and Third-Party Marketing firms with a focus on distribution in the FI ChannelStrong focus on efficient distribution, given large territories (e.g., COI and group meeting wholesaling)

IMO Channel start-up in 2010Responsible for Business Development, Relationship Management and Oversight of Sales of all IMO partners in Eastern, US

Number one RVP (percentage of goal) – 2007Implemented five-year business plan with early achievements and appeared it would provide long-term successWell-developed segmentation and zoning systems used to retain and grow businessReputation as being a valued-oriented Wholesaler bringing useful sales ideasConsistent sales from FP’s, not “quick hits”Frequently asked to present to large groups and regional/national meetingsRegularly participated in successful joint appointments with FP’s and clientsWork closely with National Accounts as hybrid wholesaler/Associate Account Manager

B.S., Business Administration, Finance

Chartered Mutual Fund Counselor, Mutual Funds

A.S., General Studies