Joelisa Sherman

About Joelisa Sherman

Strategic and creative marketing professional with deep experience leading customer-focused initiatives across complex, highly regulated industries. I specialize in transforming insights into meaningful strategies that drive engagement, enhance brand visibility, and support business growth particularly within the Benefits & Protection space.As a Marketing Strategist, I work across teams to develop and optimize content and marketing programs that resonate with target audiences and align with broader enterprise goals. I lead efforts to enhance customer journeys, evolve messaging, and ensure the timely, accurate, and compliant delivery of marketing materials across platforms. My role blends strategic thinking with execution, ensuring our work is insight-driven, brand-aligned, and outcome-focused.Previously, I’ve held positions where I’ve led marketing strategies, managed content development, and supported large-scale business initiatives through collaboration, data analysis, and performance measurement. I thrive in fast-paced environments that demand flexibility, critical thinking, and a clear understanding of both customer needs and organizational priorities.Strengths include: Marketing strategy and content optimization Cross-functional collaboration and stakeholder alignment Customer experience and messaging strategy Strong attention to detail and process improvement Translating market insights into impactful actionsWith a balance of analytical and creative skills, I’m passionate about helping teams deliver smart, scalable marketing that makes a difference—for the business and the audiences we serve.

Experience

1. Marketing Strategist - Benefits & Protection

   Principal Financial Group

   Oct 2023 — Present

Education

• The American College of Financial Services

  Chartered Leaders Fellow Designation

  2014

• University of South Florida

  Bachelor of Science (B.S.), Marketing

  1997 — 2002

Skills

• Advertising
• Business Planning
• Market Planning
• 401(K), 403(B) Sep & Simple Iras
• Team Management
• Strategic Planning
• Social Media
• Retirement
• Lead Generation
• Marketing Strategy
• Retirement Planning
• Event Planning
• Social Media Marketing
• Marketing
• Market Research
• Customer Service
• Online Marketing
• Sales
• Marketing Communications
• Account Management
• Direct Marketing
• Small Business
• Marketing Management
• Email Marketing
• Insurance
• New Business Development