Sarah Mathis
About Sarah Mathis
Sarah Mathis serves as the Regional Vice President at Primerica, where she specializes in developing tailored financial plans for clients. With a background in nursing and a Master of Science from Emory University, she transitioned to financial services in 2017, bringing valuable skills from her previous role as a Nurse Practitioner.
Work at Primerica
Sarah Mathis has served as Regional Vice President at Primerica since 2017. In this role, she focuses on developing customized financial game plans tailored to the needs of individuals, families, and businesses. Her position in the Atlanta Metropolitan Area allows her to engage with a diverse client base, providing financial services that align with their specific goals and circumstances. Her experience in the financial services industry has contributed to her strong sales background, enhancing her effectiveness in this leadership role.
Education and Expertise
Sarah Mathis studied at Emory University, where she earned a Master of Science degree. Her educational background includes training in Registered Nursing, equipping her with a solid foundation in healthcare. This knowledge has been instrumental in her transition to financial services, where she applies her skills in Advanced Cardiac Life Support (ACLS) to enhance client care in financial planning. Her expertise bridges both healthcare and finance, allowing her to approach financial planning with a unique perspective.
Background
Before her role at Primerica, Sarah Mathis worked as a Nurse Practitioner at Wellstar Health System from 2009 to 2020. During her 11 years in healthcare, she developed critical skills in patient care and communication. This experience in nursing has informed her approach to financial services, enabling her to understand client needs deeply and provide comprehensive financial solutions. Her transition from nursing to finance showcases her adaptability and commitment to serving clients effectively.
Achievements
Throughout her career, Sarah Mathis has built a strong background in sales within the financial services industry. Her ability to create customized financial game plans has positioned her as a knowledgeable resource for clients seeking financial guidance. Her leadership role at Primerica reflects her dedication to helping others achieve their financial goals, leveraging her diverse skill set gained from her nursing background.