Shawna Kerr Smith
About Shawna Kerr Smith
Shawna Kerr Smith serves as the Regional Manager at Primerica in Cochrane, Alberta, where she has worked since 2011. She specializes in assisting clients with retirement savings and debt management, while also coaching new representatives within the company.
Work at Primerica
Shawna Kerr Smith has served as Regional Manager at Primerica since 2011, accumulating over 13 years of experience in this role. Based in Cochrane, Alberta, Canada, she is actively involved in the company's operations and strategic initiatives. Shawna is preparing to open a new branch in Cochrane, which involves training with top leaders within Primerica. Her responsibilities include assisting clients with retirement savings and debt management, as well as coaching newly licensed representatives who join Primerica's business model.
Education and Expertise
Shawna Kerr Smith studied at DeVry Institute of Technology, where she focused on Business Operations. She completed her Bachelor's Degree with Honours from 2004 to 2006. This educational background provides her with a solid foundation in business principles, which she applies in her role at Primerica. Her expertise lies in financial planning, particularly in helping middle-income families protect their income through low-cost term life insurance.
Background
Shawna Kerr Smith has a professional background that combines education and practical experience in financial services. Since joining Primerica, she has dedicated her career to supporting clients in achieving financial stability. Her approach emphasizes building personal relationships with clients, treating them as family friends, which fosters trust and loyalty.
Achievements
During her tenure at Primerica, Shawna Kerr Smith has made significant contributions to the organization by focusing on client education and support. She assists clients in saving for retirement and managing debt, which are critical aspects of financial health. Additionally, her role in coaching newly licensed representatives has helped expand Primerica's reach and effectiveness in serving clients.