Tarisa Poirier-Shelton
Queen Creek,AZ
Summary
Dynamic, client-focused financial professional dedicated to educating families on customized financial solutions that align with long-term aspirations. Recognized as a top 50 nationwide producer, consistently driving results while cultivating trust and rapport with clients. Expertise in empowering individuals to make informed financial decisions and fostering lasting relationships that prioritize unique needs and goals. Committed to delivering exceptional service and tailored strategies that enhance clients' financial futures.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Life Insurance Agent Independent Contractor
One America
Queen Creek
03.2021 - Current
- Achieved top national sales ranking for OA in 2022 and 2023
- Prospected potential clients to expand client base and increase sales opportunities
- Educated clients on life insurance options to help them make informed decisions
- Trained newer agents on communication with clients and product
- Designed curriculum and created over 40 video training modules for new agents to enhance onboarding
- Developed and maintained personal book of business for over 6 years
Production Manager
Duke and Duck
District Of Columbia
02.2018 - 03.2021
- Facilitated client communications to ensure clarity and alignment on project goals
- Built and fostered new client relationships to expand business opportunities
- Leading sales process
- Managing and directing a team of 8 amazing people
- Producing animated content and websites
- Overseeing all content and deliverables
- Directed resource allocation and forecasting to optimize project outcomes.
- Creating and implementing new team strategies & process
- Managed invoices, contracts, and payroll to maintain financial accuracy and compliance
English Teacher
VIPKID
Remote
08.2017 - 02.2018
- Taught individualized lessons to support diverse learning needs
- Facilitated engaging lesson plans to enhance student understanding
- Administered assessments to identify and address student skill gapss
- Taught over 20 students per week w
English Teacher
EPIK
South Korea
08.2016 - 08.2017
- Developed educational curriculum tailored to diverse learning needs, enhancing student engagement and understanding
- Oversaw classroom activities for 30-35 students in grades 2-6, fostering a positive learning environment and encouraging collaboration
- Designed and implemented engaging lesson plans tailored to diverse student needs.
- Utilized interactive teaching methods to enhance student participation and understanding.
- Assessed student performance through regular evaluations, providing constructive feedback for improvement.
Lead Waitress
The Good Egg
Gilbert, AZ
09.2012 - 08.2016
- Led team to enhance customer service through effective training and implementation of best practices
- Collaborated with management and staff to streamline service processes and ensure timely delivery
- Delivered outstanding customer support in a retail environment
- Top waitress in sales weekly with specials
- Trained new hires to help facilitate customer relationshiops and great quality service
Education
Bachelor of Science - Design Studies & Management
Arizona State University
Tempe, AZ12-2015
Associates Degree - undefined
Mesa Community College
Mesa, AZ08-2013
Skills
- Client Relations
- Client Communications
- Sales proposals
- Timeline and budget management
- Sales growth
- Sales Team Coordination
- Collaborative Selling
- Timeline and budget management
- Computer: Microsoft, Powerpoint, Excel, Wordpress, PM software
- Building relationships
- Marketing
- Product Knowledge Sharing
- Insurance sales expertise
Certification
- TEFL Certified in 2016
- Licensed Life Insurance Agent - [2018-Current ]
Timeline
Life Insurance Agent Independent Contractor
One America
03.2021 - Current
Production Manager
Duke and Duck
02.2018 - 03.2021
English Teacher
VIPKID
08.2017 - 02.2018
English Teacher
EPIK
08.2016 - 08.2017
Lead Waitress
The Good Egg
09.2012 - 08.2016
Associates Degree - undefined
Mesa Community College
Bachelor of Science - Design Studies & Management
Arizona State University