Teri Ross is president of the Shared Services division at Sammons Financial Group.
As president of this division, Teri is responsible for all operations for the companies’ life and annuity product lines, including agency, new business, suitability, underwriting, policy administration, and claims departments. She also oversees the information technology functions for the company. Shared Services is the largest division at Sammons Financial Group, with over 950 employees who provide service to more than 1.6 million in-force life and annuity policies.
Before joining the company in 2001, Teri worked at Principal Financial Group where she held a variety of roles focusing largely on 401(k) administration. Since joining Sammons Financial Group, she has been in numerous leadership positions centered on business operations. Teri’s expertise is rooted in over 30 years of experience in the financial services industry.
Teri is a member of the Global Insurance Chief Operating Officer Roundtable (GICOOR) and McKinsey Women in Insurance Executive Roundtable. She’s earned numerous designations including FINRA Series 6, 7, 24, 66, and SIE designations; Fellow, Life Management Institute (FLMI); LIMRA Leadership Institute Fellow (LLIF); Associate, Annuity Products and Administration (AAPA); Associate, Customer Service (ACS); and Associate, Secure Retirement Institute (ASRI). She serves on the board for Young Women’s Resource Center, and previously served on the board for Big Brothers Big Sisters of Central Iowa. Teri is a graduate of the University of Northern Iowa where she received a B.A. in management.