Shara Wells

Researcher
DISC Type : Cs

Field Vice President, Account Services at Coventry

Fairfax County, Virginia, United States

Overview

Shara Wells is a Field Vice President of Account Services at Coventry, leveraging a deep background in the financial services industry from roles at NAILBA and Finsec. She specializes in retirement planning and client engagement strategies, and holds a Bachelor of Science from George Mason University.

Shara is a passionate advocate for financial security, particularly for women in the field. She actively engages in policy discussions, taking part in events on Capitol Hill to meet with lawmakers and ensure the voices of financial professionals are heard and represented in legislation.

She recently lobbied on Capitol Hill as part of the NAIFA Women’s Financial Security Advocate Fly-In.

Personality Overview

Process Focused

ROI Seeker

Soft Communicator

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Life Settlements
She frequently discusses how life settlements can be integrated into conversations about retirement, liquidity, and changing client needs.
Financial Advocacy
Actively participates in advocacy by meeting with lawmakers and congressional staff on Capitol Hill to discuss financial security.
Women in Finance
She is honored to join women leaders to advocate for financial security and speaks proudly of being in a group of women who are "showing up and speaking up."

Media Appearances

Shara has no verified media appearances

Work History

1-2026
Field Vice President, Account Services at Coventry
9-2022 - 11-2025
AVP, Meetings and Events at Finseca
8-2018 - 1-2026
Sr. Director, Meetings, Exhibit Operations & Project Management at NAILBA
6-2016 - 10-2017
Customer Service Associate at Morgan Stanley
6-2015 - 6-2016
Complex Manager Assistant at Morgan Stanley

Education

2002 - 2006
Bachelor of Science (B.S.) from George Mason University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Fairfax County, Virginia, United States Job Level : Senior Designation : Field Vice President, Account Services at Coventry
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Insights For Selling To Shara

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Use a presentation with information before getting into a live product walkthrough

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shara is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Shara

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Shara move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Shara take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Shara

Personality Compatibility


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