Sheri Place
Life Solutions Specialist Senior
Wesley Chapel,USA
Summary
Results-driven Life Solutions Specialist with over 15 years of experience at USAA, seeking the role of Centralized Supervisor II. Expertise in communication and problem-solving to enhance operations, boost efficiency, and align with organizational objectives. Proven ability to organize complex tasks, resolve issues, and foster collaboration while upholding high standards of accountability and delivering exceptional internal support. Known for reliability, attention to detail, and a solutions-focused approach, committed to driving excellence in compliance and business requirements. Proficient in Salesforce, Conversant, and KC, consistently pursuing the USAA Mission.
Overview
20
20
years of professional experience
3
3
Certification
5
5
years of post-secondary education
Work History
Life Solutions Specialist Senior
USAA Life Company
Tampa, Florida
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 provide recommendations and promote the sale of plans, boosting overall sales.
- Take the member through the complete application, underwriting and acceptance process to get their life insurance protection in place as quickly as possible.
Financial Advisor Senior
USAA Investment Management
Tampa, FL
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 provided 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 client’s 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 Investment Management
Tampa, FL
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 I
USAA Federal Savings Bank
Tampa, FL
03.2011 - 05.2014
- 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 stakeholders, 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.
- Company Overview: USAA Federal Savings Bank
Real Estate Agent
PEOPLE'S CHOICE REALTY SERVICES LLC
Tampa, USA
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 Science - Finance
University of South Florida
Tampa, FL 01.2002 - 05.2004
Master of Science - Financial Planning
College of Financial Planning
01.2025 - 12.2027
Skills
- Effective listening
- In-depth product knowledge
- Effective time management
- Salesforce CRM experience
- Creative thinking and solutions
- Collaborative teamwork
- Written communication
- Analytical problem-solving
- Consistent reliability
- Accurate data entry
- Excellent communication
- Time management abilities
- Analytical problem-solving
- Consistent reliability
- Accurate data entry
- Customer relationship management
Certification
- 215 Life and Health Insurance License - Florida Department of Insurance.
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Prior Series 63 & 65 Licenses (this was lost during the transition of USAA IMCO to Charles Schwab)
Timeline
Master of Science - Financial Planning
College of Financial Planning
01.2025 - 12.2027
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 Investment Management
05.2014 - 05.2016
Mortgage Closer I
USAA Federal Savings Bank
03.2011 - 05.2014
Real Estate Agent
PEOPLE'S CHOICE REALTY SERVICES LLC
01.2006 - 01.2011
Bachelor of Science - Finance
University of South Florida
01.2002 - 05.2004
Awards
Champions Retreat Recipient for USAA IMCO 2017
ICE/Labs Award Winner for USAA IMCO 2018
Ambassador Award Winner for USAA IMCO 2019
Champions Retreat Recipient for USAA LifeCo 2024
Ambassador Award Winner for USAA LifeCo 2026