Cheryl Swanson
About Cheryl Swanson
Cheryl Swanson serves as a District Leader and Representative at Primerica in Nanaimo, British Columbia, where she has worked since 2021. She focuses on training individuals to become financial professionals and actively recruits candidates for leadership roles within the company.
Work at Primerica
Cheryl Swanson has been a District Leader at Primerica since 2021, where she has served for three years. In her role, she focuses on recruiting and developing candidates for leadership positions within Primerica offices across Canada. Swanson emphasizes training individuals to become financial professionals and the significance of making informed financial decisions. Additionally, she has played a key role in adapting Primerica's operations to an online environment during the COVID-19 pandemic, ensuring continuity and accessibility of services.
Education and Expertise
Cheryl Swanson has a diverse educational background in finance and accounting. She studied at the IFSE Institute, completing the Life License Qualification Program in 2021. Swanson also holds a Professional Bookkeeping Certificate from Red Deer College, where she studied Accounting Technology/Technician and Bookkeeping from 2005 to 2006. Her training includes Advanced QuickBooks Training from Collins Barrow in 2017 and Personal & Small Business Income Tax from H & R Block Tax Academy in 2007.
Background
Before joining Primerica, Cheryl Swanson held various positions that contributed to her professional development. She worked as an Office Manager at West Country Pump and Filtration Ltd. from 2017 to 2019 and as an Administrative Assistant at Baker Tilly for three months in 2019. Additionally, she served as a Dealership Cashier at MGM Ford Lincoln Sales Ltd. in 2020 and as a Payroll Assistant at Firemaster Oilfield Services Inc. from 2012 to 2014.
Achievements
Cheryl Swanson has demonstrated a strong commitment to leadership and professional development within Primerica. She values a strong work ethic, drive, and attitude over prior experience in the financial industry when selecting candidates. Her efforts in training and recruiting have contributed to building a robust team of financial professionals, and her adaptability during the COVID-19 pandemic has been crucial in maintaining operational effectiveness.