Barbara Scharf
Life Insurance Agency - Team Leader - New Business Development - Trust Administration
- Role
- Operations Team Lead at AdvisorNet Financial
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Barbara Scharf
Barbara Scharf is a proven leader with expertise in life insurance, annuities, premium finance and financial services with a demonstrated ability to champion relationship development and management with both colleagues and clients. Adept in leading teams and communicating both internally and externally to ensure effective and transparent communications. History of success collaborating with all levels on businesses to promote organizational objectives and define processes. Core competencies include: Account Management | Relationship Management | Administrative Management | Team Leadership | Project ManagementRegistered Administrative Assistant of Cetera Wealth Services, LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Address of record: 110 CHESHIRE LANE SUITE 200 MINNETONKA, MN 55305
Experience
Operations Team Lead
Nov 2025 — Present · US
Education
North Dakota State University
Bachelor's degree, Communication and Business
1990
Skills
- Refinancings
- Wealth Management Services
- Wholesale Banking
- Financial Advisory
- Business Relationship Management
- Retirement Planning
- Insurance
- Mortgage Brokers
- Whole Life
- Mortgage Lending
- Account Management
- Universal Life
- Business Process Improvement
- Underwriting
- Mortgage Banking
- Relationship Management
- Project Management
- Process Improvement
- Long Term Care Insurance
- Case Managment
- Life Insurance
- Finance
- Sales Process
- Loans
- Estate Planning
- Negotiation
- Microsoft Office
- Sales
- Financial Services
- Policy Analysis
- Long-Term Care
- Banking
- Mutual Funds
- Home Equity Lines of Credit
- Team Management
- Compliance
- Home Equity Loans
- Team Leadership
- Problem Solving
- Operations Management
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