Lisa Flanary

Lisa Flanary Email and Phone Number

C-suite executive | insurance + financial services | mentor for women navigating their careers | chief growth officer | corporate strategy | leader of company transformation | culture of authenticity and empowerment @ Security Benefit
Lisa Flanary's Location
Greater Minneapolis-St. Paul Area, United States, United States
About Lisa Flanary

I am a senior executive who builds and reinvents organizations to deliver sustainable results. Leveraging extensive leadership in the financial services industry and community, I have established new corporate strategy and led transformation of brand identity, launched a mutual fund company, led the turnaround and ultimate merger for an established insurance company and built a local affiliate of a national nonprofit. I am recognized within the industry for bringing an honest and fresh approach to assessing strategies and developing executable go-to-market plans. Drawing on strategic P&L leadership and my breadth of experience in marketing, distribution and product portfolio management, I am able to create alignment across the organization. Utilizing the capabilities of current technologies, I deliver relevant and accessible solutions resulting in increased customer engagement. Working with the Board, cross functionally and at all levels, I motivate those around me to move forward through inclusiveness, openness and transparency. I am a courageous leader, drawing on my values to put the organization’s sustainability and customer needs first. Called upon to mentor others formally and informally, I have impacted the careers of many young leaders, especially women. In my next role, I will leverage my leadership and industry expertise to build, grow or reinvent an organization to deliver financial results and organizational success. To get in touch with me, reach out at lisa.flanary@gmail.com.

Lisa Flanary's Current Company Details
Security Benefit

Security Benefit

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C-suite executive | insurance + financial services | mentor for women navigating their careers | chief growth officer | corporate strategy | leader of company transformation | culture of authenticity and empowerment
Lisa Flanary Work Experience Details
  • Security Benefit
    Vp Of Corporate Strategy And Transformation
    Security Benefit Oct 2024 - Present
    Topeka, Ks, Us
  • Initiativeone
    Transformation Leader
    Initiativeone Jan 2024 - Oct 2024
    Green Bay, Wi, Us
    Lead leadership transformation processes, conduct organizational discovery, provide coaching, administer leadership assessments, and develop strategic business partnerships.
  • United Commercial Travelers (Uct)
    Transition Chief Executive Officer
    United Commercial Travelers (Uct) Jun 2023 - Jan 2024
    Columbus, Ohio, Us
  • Co2 Partners, Llc
    Executive And Business Coach For C-Suite Leaders
    Co2 Partners, Llc Jan 2022 - Jan 2024
    Minneapolis, Minnesota, Us
  • Thrivent
    Chief Growth Officer
    Thrivent Feb 2020 - Dec 2021
    Minneapolis, Mn, Us
    Spearhead client growth. Developed corporate strategy and provided oversight of its execution as head of transformation; transition from product to client centric digital organization. Led development and rollout of new brand based on new enterprise strategy; brand awareness and lead generation focus, resulted in brand awareness increase of 24% to 29% in first 10 months of campaign. Led innovation and client experience practice, resulting in mobile app distinguished for its human-centered design. Aligned. business insights with technology capabilities readying organization for digital transformation.
  • Thrivent
    Senior Vice President Of Corporate Strategy
    Thrivent Nov 2018 - Feb 2020
    Minneapolis, Mn, Us
  • Thrivent
    Vice President, Product Strategy
    Thrivent Jan 2018 - Nov 2018
    Minneapolis, Mn, Us
  • Degree Of Honor
    Ceo
    Degree Of Honor Aug 2014 - Dec 2017
    Reporting to the Board of Directors, hired to turn around company. Spearheaded the successful merger into Catholic Financial Life in Milwaukee, WI. Led company through innovation process focused on marketing life insurance to caregivers. Motivated peer CEOs to seek solutions that give their organizations scale and additional depth of talent to continue serving members.
  • Allstate
    Vice President, Customer Strategy, Marketing & Wholesaling
    Allstate 2012 - Jul 2014
    Northbrook, Il, Us
    Reporting to President of Allstate Financial, accountabilities included marketing and wholesaling; customer strategy; President and Chairman of Allstate Distributors. Combined product marketing team with consumer marketing team into one organization resulting in more streamlined, consistent messaging to Allstate customers.
  • Allstate
    Vice President, Product Portfolio Management And Wholesaling
    Allstate 2010 - 2011
    Northbrook, Il, Us
    Recruited into new role created to assess product needs across customer and distributor segments; led team that launched new products in market, including a new income annuity with an annual run rate of $800 million; assumed management of wholesaling teams.
  • Allstate
    Assistant Vice President, Strategy And Innovation; Chief Of Staff To Allstate Financial President
    Allstate 2009 - 2010
    Northbrook, Il, Us
    Recruited to lead company-wide program to consolidate operations and reduce expenses by 15%; assumed leadership accountability for strategy and innovation teams; led company strategic review following financial crisis of 2008.
  • Allstate
    Assistant Vice President, Mutual Funds; Ceo Of Allstate Institutional Advisors
    Allstate 2008 - 2009
    Northbrook, Il, Us
    Built mutual fund company from ground up; recruited and hired outside board of directors; developed companion insurance contract to deliver income for life to holders of target date mutual funds.
  • Allstate
    Assistant Vice President, In Force Product Management
    Allstate 2006 - 2007
    Northbrook, Il, Us
    Developed initiatives to manage in force life and annuity business more efficiently resulting in increased revenue and returns to business lines.
  • Allstate
    Assistant Vice President, Distribution Strategy And Sales Support
    Allstate 2001 - 2005
    Northbrook, Il, Us
    Promoted to establish strategic plans and capabilities for the Distribution organization of Allstate Financial. Established strategic account management capabilities and KPIs to focus resources on highest value accounts; designed and implemented new-to-market agent web platform in collaboration with technology AVP resulting in a Dalbar award within a quarter of its release; recruited to M&A team, including design of sales-related aspects of variable annuity sale to Prudential.
  • Allstate
    Senior Manager, Variable Insurance Marketing; Internal Wholesaling Manager
    Allstate 1998 - 2000
    Northbrook, Il, Us
    Designed multi-channel wholesaling organization and hired, trained and on-boarded internal wholesaling teams and their management. As chief of staff to Allstate Distributors President and national sales manager, led all home office functions including sales force marketing and internal wholesaling.
  • Allstate
    Group Pension Manager
    Allstate 1995 - 1998
    Northbrook, Il, Us
    Managed all aspects of group annuity contract underwriting and sales to large 401(k) plans; managed exit of the business.
  • Nationwide Insurance
    Operations Manager, Defined Contribution Group Annuity
    Nationwide Insurance 1993 - 1995
    Us
  • Nationwide Insurance
    Pension And Investment Contract Underwriting Manager
    Nationwide Insurance 1989 - 1993
    Us
  • Nationwide Insurance
    Business Analyst And Actuarial Analyst
    Nationwide Insurance 1986 - 1989
    Us
  • Thrivent Financial
    Actuarial Analyst
    Thrivent Financial 1984 - 1986
    Minneapolis, Mn, Us

Lisa Flanary Skills

Insurance Leadership Life Insurance Strategy Financial Services Fixed Annuities Strategic Planning Marketing Team Building Sales Marketing Strategy Business Analysis Cross Functional Team Leadership Underwriting Term Life Insurance Long Term Care Retirement Property And Casualty Insurance Investments Financial Planning Mutual Funds Series 6 Retirement Planning Project Portfolio Management Health Insurance Sales Management Relationship Management Disability Insurance Professional Mentoring Market Research Series 63 Variable Annuities 401k Leadership Development Strategic Financial Planning Series 7

Lisa Flanary Education Details

  • University Of Illinois Chicago
    University Of Illinois Chicago
    Marketing
  • The American College Of Financial Services
    The American College Of Financial Services
    Part 1
  • Augustana University (Sd)
    Augustana University (Sd)
    Mathematics And Journalism

Frequently Asked Questions about Lisa Flanary

What company does Lisa Flanary work for?

Lisa Flanary works for Security Benefit

What is Lisa Flanary's role at the current company?

Lisa Flanary's current role is C-suite executive | insurance + financial services | mentor for women navigating their careers | chief growth officer | corporate strategy | leader of company transformation | culture of authenticity and empowerment.

What is Lisa Flanary's email address?

Lisa Flanary's email address is lf****@****ers.com

What is Lisa Flanary's direct phone number?

Lisa Flanary's direct phone number is +184764*****

What schools did Lisa Flanary attend?

Lisa Flanary attended University Of Illinois Chicago, The American College Of Financial Services, Augustana University (Sd).

What skills is Lisa Flanary known for?

Lisa Flanary has skills like Insurance, Leadership, Life Insurance, Strategy, Financial Services, Fixed Annuities, Strategic Planning, Marketing, Team Building, Sales, Marketing Strategy, Business Analysis.

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