Welcoming Shea Werner to the Simplisure Team
We’re excited to welcome Shea Werner to Simplisure as our new Head of Sales.
Shea joins Simplisure with a career spent at the intersection of wealth management, investment management, technology, and growth. His experience working with financial advisors and helping build early-stage companies makes him a natural fit for Simplisure as we continue to introduce more advisors to a simpler way of approaching term life insurance.
Throughout his career, Shea has worked across wealth management, investment management, and wealth-tech. At TIFIN, he helped launch and scale several early-stage companies and products, gaining firsthand experience building technology designed for the wealth management industry.
More recently, Shea served as Co-Founder and Head of Sales at Archive Intel, an archiving and compliance technology company. That experience gave him another opportunity to work closely with financial professionals while helping grow a technology business from an early stage.
At Simplisure, Shea will lead our sales efforts with a particular focus on connecting with financial advisors and introducing them to the platform.
That advisor-facing role will also make Shea an important voice within the broader Simplisure team. The conversations he has with advisors will help us better understand the challenges they are facing, the questions they are asking, and what resonates when they think about incorporating life insurance into their client relationships.
Those insights will help inform not only how we talk about Simplisure, but how we continue to improve the experience we provide advisors.
“We’re excited to have Shea join the team,” said Simplisure Co-Founder Caleb Baker. “Shea has extensive experience selling to financial advisors and understands the wealth management industry inside and out. As he continues to connect with more advisors, he’ll be a great resource for helping us refine our messaging and better understand what’s resonating in the market.”
For Shea, joining Simplisure brings together several threads from throughout his career: financial advice, technology, early-stage growth, and working directly with advisors.
Outside of work, Shea lives in Colorado, where he takes full advantage of the mountains as an avid mountain biker and skier.
We’re thrilled to have Shea on board and look forward to introducing him to more of the Simplisure advisor community in the months ahead.
About Simplisure
Simplisure was built to help financial advisors simplify the life insurance process for their clients.
Drawing on more than two decades of experience working alongside advisors, we created a platform that combines unbiased education, transparent price comparison, a streamlined application experience, and ongoing support throughout the life insurance journey. Our goal is simple: help advisors confidently guide clients to the right convertible term life insurance coverage at the right price.
