Responsible for business and plan development, product development and execution, growth and service model strategies for the company’s Retirement Services division
INDIANAPOLIS, IN (January 28, 2019) —OneAmerica® Retirement Services (RS) president Sandy McCarthy has named Lynne Smith to a new role leading Strategy and Business Development for the RS division. Smith will have direct responsibility for business and plan development, product development and execution, growth and service model strategies, participant services (including education) and enrollment functions.
“Lynne’s experience and proven track record of creating, managing, and distributing products and services and leading initiatives that enable companies to compete more effectively will be invaluable to us as we position OneAmerica for continued growth,” said McCarthy. “Adding expert leadership to our talent base further demonstrates our commitment to the long-term success of OneAmerica in the marketplace.”
An extensive, diversified background
Smith brings an extensive business leader and highly diversified financial services background in product development, marketing and large-scale project management. Her leadership includes roles at Smith Barney/Citigroup, CitiStreet, ING Group/Voya Financial and most recently, BMO Harris Financial Advisors as Chief Operating Officer. “I’m excited to join the team at OneAmerica,” said Smith. “Their client-focused mission reflects my own commitment to working interactively in anticipating client needs and addressing what matters most.”
A graduate of Cornell with a B.S. in Agricultural Economics, she also earned a Master’s in Business Administration in International Marketing from Hofstra University. Smith begins her new role at OneAmerica today and will report directly to McCarthy. Her team will include Tammy Ouverson, Business Development Leader; Terry Burns, Product & Investments Leader; Kevin Kidwell, Tax Exempt Leader; Brian Giles, Growth and Service Model Owner; and a to-be-named Participant Services Leader.
McCarthy, who came to OneAmerica in July 2018, continues to build out her organization and robust service model following its record year in sales, up 24 percent over total sales in 2017, with local representation throughout the country.
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/companies.