Drew Schell

Drew Schell Email and Phone Number

Tax Associate | Insurance Advisor @ Redeem Wealth
Gilbert, AZ, US
Drew Schell's Location
Gilbert, Arizona, United States, United States
About Drew Schell

I’m passionate about helping clients protect what matters most with personalized insurance solutions that fit their lives. I believe in building genuine relationships and making sure every client feels understood and supported throughout their journey.I love creating growth strategies that not only boost business but also provide clients with peace of mind, knowing they’re covered in the ways they need most.🔍 My Superpowers:- Creating Holistic Growth Strategies- Building Strong Client Relationships- Personalized Coverage Solutions- Dynamic Outreach & Onboarding- Leading Teams & Projects to Success- Problem-Solving with a Smile- Networking & Community Engagement- Tech-Savvy with Tools like KEAP, Salesforce, Wrike, and MoreLet’s work together to create meaningful, faith-driven client experiences and take our insurance outreach to new heights!

Drew Schell's Current Company Details
Redeem Wealth

Redeem Wealth

View
Tax Associate | Insurance Advisor
Gilbert, AZ, US
Website:
redeemwealth.com
Employees:
3
Drew Schell Work Experience Details
  • Redeem Wealth
    Tax Associate | Insurance Advisor
    Redeem Wealth
    Gilbert, Az, Us
  • Redeem Wealth
    Insurance Advisor
    Redeem Wealth Oct 2024 - Present
    Gilbert, Arizona, United States
    I specialize in helping individuals and businesses protect their futures with comprehensive insurance solutions, including life, health, group benefits, disability, and more. At Redeem Wealth, I work closely with clients to ensure their coverage aligns with their financial goals, providing tailored strategies for long-term security and peace of mind.
  • Solidarity Healthshare
    Manager Account Management
    Solidarity Healthshare Apr 2024 - Oct 2024
    United States
  • Solidarity Healthshare
    Manager, Member Development
    Solidarity Healthshare Nov 2022 - Apr 2024
    United States
    • Drove revenue growth through strategic sales initiatives, consistently surpassing organizational targets. • Cultivated and maintained strong client relationships, leading to increased satisfaction and retention. • Proactively engaged in industry outreach, contributing to new business development opportunities. • Utilized KEAP, WRIKE, JotForm, Shareable, Javelina to streamline processes and enhance overall efficiency. • Worked closely with leadership/executive to develop processes and to better member experience.
  • Pnc
    Business Banking Manager Avp
    Pnc Oct 2021 - Nov 2022
    Gilbert, Arizona, United States
    Worked in market managing a small business portfolio of 200 clients generating 1mm- 10mm in revenue. Cross sold CRE, IRE, EFD and treasury products to exceed targeted goals for portfolio and market penetration.
  • Bank Of The West
    Business Relationship Manager
    Bank Of The West Aug 2019 - Oct 2021
    Tempe, Arizona
    Managed territory in CA/NV covering 13 branches and a portfolio of 400 clients. Partnered with branches and business owners to identify commercial banking needs. Grew portfolio 12% YoY in lending products for bank as well as deposit growth of 32% YoY (2019-2020). Performed KYC recertifications for AML back office monthly.
  • Bank Of The West
    Assistant Branch Manager
    Bank Of The West Sep 2017 - Aug 2019
    Tualatin, Or
    Lead sales efforts in branch by implementing promotional campaigns and product initiatives. Manages more complex sales transactions of the branch and cross sells products and services.Assists with all team member activities related to sales staff including: interviewing, hiring, coaching and performance management. Assists team by establishing annual performance targets, providing direction and support through activity based coaching and skill development.
  • Union Bank
    Senior Relationship Officer
    Union Bank Nov 2015 - Sep 2017
    Portland, Oregon Area
    Used analytical skills to identify areas of opportunity and develop strategies to improve performance and prioritize opportunities to maximize revenue for the branch. Managed and performed credit and portfolio analyses and forecasts on “scratch and dent” residential mortgages making credit decisions within the context of the delegated authority.

Drew Schell Skills

Epic Systems Sharepoint Nmls Licensed Management Leadership Customer Service Finance Healthcare Training Teamwork Team Building Microsoft Word Microsoft Excel Microsoft Office Banking Time Management Sales

Drew Schell Education Details

Frequently Asked Questions about Drew Schell

What company does Drew Schell work for?

Drew Schell works for Redeem Wealth

What is Drew Schell's role at the current company?

Drew Schell's current role is Tax Associate | Insurance Advisor.

What is Drew Schell's email address?

Drew Schell's email address is an****@****est.com

What schools did Drew Schell attend?

Drew Schell attended Portland State University.

What are some of Drew Schell's interests?

Drew Schell has interest in Social Services, Children, Civil Rights And Social Action, Education, Training, Surfing, Hiking, Sports, Biking, Finances.

What skills is Drew Schell known for?

Drew Schell has skills like Epic Systems, Sharepoint, Nmls Licensed, Management, Leadership, Customer Service, Finance, Healthcare, Training, Teamwork, Team Building, Microsoft Word.

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