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Sharon Shepard

Benefit Consultant at 1st Source Insurance & Finance
Intro Book
Seasoned insurance professional delivering sales, leadership, and entrepreneurship expertise.
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Location
Lakeland, Florida, United States, US
Languages
  • English -
Skills
  • Sales
  • Life Insurance
  • Leadership
  • Health Insurance
  • Small Business
  • Show all
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Bio

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Topline AI
Sharon Shepard is a seasoned insurance professional with extensive experience in sales, leadership, and entrepreneurship. She has worked with numerous insurance companies, including 1st Source Insurance & Finance, Great American Insurance & Finance, and SunTrust Bank, providing plans for Medicare, health insurance, life insurance, and more. Sharon holds certifications in FL Life, Health & Variable Annuity Insurance License, NMLSR, and Series 6 and 63.

Credentials

  • FL Life, Health & Variable Annuity Insurance License
    -
  • NMLSR
    -
  • Series 6 and 63
    -

Experience

  • 1st Source Insurance & Finance
    • Lakeland, FL
    • Benefit Consultant
      • Oct 2015 - Present
      • Lakeland, FL

      Independent agent representing numerous companies providing plans for Medicare , ACA Healthcare , Prescription Drug , Dental Care , Long Term Care, Final Expense and Life Insurance. 1st Source Insurance & Finance also provides Estate Planning and IRA/401k rollovers.

  • Great American Insurance & Finance
    • Florida
    • Benefit Consultant
      • Feb 2015 - Oct 2015
      • Florida

      Medicare Plans, Health Insurance, Life Insurance, Prescription Drug Plans, Dental & Vision Plans, Final Expense Plans,Long Term Care Plans, Home Health Care Plans, Life/Estate Planning, IRA/Annuities

  • Semi Retired Entrepreneur
    • Central Florida
    • Entrepreneur
      • Aug 2013 - Feb 2014
      • Central Florida

  • SunTrust Bank
    • Personal Banker 4
      • Feb 2013 - Aug 2013

      Personal banker, loan officer, financial associate, mortgage associate

  • Wells Fargo
    • Dundee, FL
    • Personal Banker 2
      • Dec 2008 - Feb 2013
      • Dundee, FL

      Banker for consumer and small business, Loan Officer (NMLSR), Insurance, Brokerage Associate

  • Turfgrass America/Elsberry Greenhouse
    • Sales representative
      • Jun 1988 - Sep 2008

      Outside sales to the wholesale nursery industry, landscape contractors and chain stores including Home Depot, Lowes, Walmart, Target, Ace Hardware as well as theme parks

Education

  • 1972 - 1976
    Wake Forest University
    MS, Microbiology and Immunology
  • 1968 - 1972
    Emory University
    BS Biology, Biology/Biological Sciences, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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