Sheri Place
Wesley Chapel,FL
Summary
Client-focused Life Solutions Specialist with 14 years of service at USAA seeking the position of Retirement Income Specialist. Adept at fostering relationships through strong communication, providing holistic life insurance planning and advice using a friendly and personable approach. It is my goal to assist our members in wealth building, bringing in additional assets and addressing the complex financial issues impacting our members through an appropriate blend of retirement strategies and risk management. I am seeking a position where I can support our members with my years of experience advising clients on investment strategies and retirement planning. With a strong background in understanding financial products and risk management and a proven track record in helping clients meet financial goals through sound advice and effective portfolio management, I also reinforce the USAA Mission.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Life Solutions Specialist Senior
USAA Life Company
06.2020 - Current
- Cultivate member relationships and analyze their financial situations to provide customized life insurance solutions tailored to individual needs.
- Explain advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Take the member through the complete application process, making sure the file gets into Underwriting to get their policy in place as quickly as possible.
Financial Advisor Senior
USAA Investment Management
05.2016 - 06.2020
- Keeping the USAA mission first, I provided a high-level experience assisting on average 6 members per day in creating and sustaining a financial foundation suitable for the member's needs and their family
- Through building trust and a flourishing relationship, I went through an in-depth discovery process to find appropriate solutions for both long and short-term goals such as saving for emergencies, retirement, life events, estate planning, wealth accumulation, and education
- I made it a priority in any planning conversation to uncover what the protection needs were and provide life insurance solutions to protect the member and their family to mitigate future risk
- I educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Pulse Team Leader- Elected as the advocate on my team to represent USAA employees in communicating excitements and emerging issues with leadership while helping in the effort and support of company changes
Specialized Investment Services Rep I
USAA
05.2014 - 05.2016
- Licensed securities representative supporting the company's mission by facilitating our member's financial security while unfailingly demonstrating high proficiency and performance
- Aided approximately 30 members per day with transactional functions of brokerage and mutual fund accounts, confirming accuracy
- Utilized high capital questions to discover members' life events and fundamental needs to present members with the right resolutions to impact their distinctive situations
Mortgage Closer
USAA
03.2011 - 05.2014
- Company Overview: USAA Federal Savings Bank
- As a mortgage closer I worked with the title companies to obtain and review title work, prepared 15-20 loan files per week by entering taxes, fees, legal descriptions, as well as reviewed mortgage documents for accuracy, which included title abstract and insurance forms
- Provided the highest level of services and support to all stake holders, including customers, closing agents and realtors
- I communicated closely with inter-company staff members to promote quick and effective loan workflow
- Once the process had been completed, the next step was to prepare the loan package and arrange the final closing meeting and process wires
Real Estate Agent
PEOPLE'S CHOICE REALTY SERVICES LLC
01.2006 - 01.2011
- Worked closely to examine and evaluate the expectations of the client with matching properties
- Advised the client throughout the process of the intricate details of buying and selling along with negotiation of terms and conditions of contracts
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Education
Bachelor of Arts - Finance
USF
Tampa, Florida05.2006
Master's Degree - Financial Planning
College of Financial Planning
12-2026
Skills
- Salesforce CRM experience
- Strategic Financial Planning
- Client education
- Client Retention Strategies
- Insurance Sales Proficiency
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Life and Health Insurance License - Florida Department of Insurance.
- Prior Series 63 & 65 Licenses (this was lost during the transition of USAA IMCO to Charles Schwab)
Accomplishments
Champions Retreat Recipient 2017 and 2024
Timeline
Life Solutions Specialist Senior
USAA Life Company
06.2020 - Current
Financial Advisor Senior
USAA Investment Management
05.2016 - 06.2020
Specialized Investment Services Rep I
USAA
05.2014 - 05.2016
Mortgage Closer
USAA
03.2011 - 05.2014
Real Estate Agent
PEOPLE'S CHOICE REALTY SERVICES LLC
01.2006 - 01.2011
Bachelor of Arts - Finance
USF
Master's Degree - Financial Planning
College of Financial Planning
Similar Profiles
Sathyan VenkatSathyan Venkat
Information Management Analyst Lead at USAA Life CompanyInformation Management Analyst Lead at USAA Life Company
Joan ThrailkillJoan Thrailkill
Life and Health Solutions Specialist at USAA Life CompanyLife and Health Solutions Specialist at USAA Life Company
MICHAEL C. FRITZSCHEMICHAEL C. FRITZSCHE
Senior Life and Health Product Specialist at USAA Life CompanySenior Life and Health Product Specialist at USAA Life Company