Tara Schnaus
Jasper
Summary
Dynamic financial professional with a proven track record at Merrill Lynch, specializing in customized wealth management solutions. Adept at relationship building and team supervision, I excel in optimizing client strategies, contributing to a top-ranked wealth management team. Committed to enhancing client confidence through strategic portfolio management and exceptional service.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Resident Director & Financial Advisor
MERRILL LYNCH
Jasper
10.2019 - Current
- Designed customized wealth management solutions for clients to build financial confidence
- Consulted with clients and team members to develop strategies to optimize retirement planning and other financial goals utilizing portfolio and risk management planning
- Member of the Payne & Mencias Group earning “Best-in-State Wealth Management Teams” 2025 list ranked #5 in the nation
Personal Risk Manager
GERMAN AMERICAN BANK
Jasper
11.2018 - 10.2019
- Demonstrated strong closing ratios of 60% plus selling personal lines insurance
- Immediately marketed myself within the bank to develop key referral relationships
- Regularly participated as a volunteer to promote myself in the Dubois County community and to support local organizations
Project Coordinator
KIMBALL HOSPITALITY
Jasper
10.2017 - 11.2018
- Assisted Project Managers with hotel furniture orders to ensure clerical portion was completed on time not to delay projects
- Organized training documents to enhance new hire training experience
District Sales Coordinator
AFLAC
Evansville & Jasper
07.2014 - 10.2017
- Led a team of independent agents to provide consultation to businesses through health care reform services and worksite benefits
- Maximized personal experience and brand recognition to grow clientele annually by providing employee benefit communication and enhanced administration capabilities
- Worked with a variety of businesses by delivering tailored benefit programs that aided in increased employee retention, productivity, and morale
Independent Agent
AFLAC
Evansville & Jasper
02.2009 - 06.2014
- Marketed myself as a benefits consultant that provided clients with no cost benefit programs to increase profitability in other key areas of business
- Provided prompt customer service to include enrollment, billing, claims, and account administration
- Increased clientele annually by setting goals with concrete business plans and accountability
Education
Bachelor of Science - Kinesiology, Fitness Specialist concentration, Entrepreneurship minor, Public Health Education minor
INDIANA UNIVERSITY
Bloomington, IN05.2006
Skills
- Relationship building
- Client relationship management
- Team supervision
- Teamwork and collaboration
Certification
- Series 7, 66, 9 & 10 Licensed, 01/20, Present
- Indiana Health and Accident Insurance License, 02/09, Present
- Property and Casualty Insurance License, 11/18, Present
References
- Brandon Jahn, Jasper, IN, Manager, German American Insurance
- Mallory Schwenk, Jasper, IN, Friend, Co-leader Ireland Elementary PTO
Activities
- Junior Achievement Classroom Volunteer, 03/09, Present
- Ireland Elementary PTO, Co-President, 2022 and 2023 School Years
Timeline
Resident Director & Financial Advisor
MERRILL LYNCH
10.2019 - Current
Personal Risk Manager
GERMAN AMERICAN BANK
11.2018 - 10.2019
Project Coordinator
KIMBALL HOSPITALITY
10.2017 - 11.2018
District Sales Coordinator
AFLAC
07.2014 - 10.2017
Independent Agent
AFLAC
02.2009 - 06.2014
Bachelor of Science - Kinesiology, Fitness Specialist concentration, Entrepreneurship minor, Public Health Education minor
INDIANA UNIVERSITY
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