Senior Profit and Productivity Consultant Tareaz Pegues is the solution for insurance and financial services firms committed to creating a culture of sales, recruiting, retention and promotion success.
Tareaz built her financial advisory practice at UBS Financial Services in the ‘90s, largely by leading “Smart Women. Smart Investing.” workshops. She has been a trusted partner to advisors, recruiters and executives at Fortune 100 insurance and financial services firms since 2003.
Tareaz researches target and cultural market trends, using the data to help clients increase sales, recruiting, retention and promotion among:
- African Americans
- South Asians
She developed the Growth & Engagement Master Class for financial advisors and recruiters. A journey of self-discovery, Tareaz’s virtual coaching program helps participants address behaviors and beliefs that limit growth and sustainability. A staunch believer in the power of the right mindset, she arms participants with tools to better align daily activity with production or recruiting goals.
Considered a “brilliant” storyteller, Tareaz is often asked to interview and distill the best practices of top performers, including five Council Presidents and former MetLife Premier Client Group spokesperson NFL Hall of Famer Jerry Rice.
Tareaz pursued her passion for great storytelling at the University of Florida, #GoGators, where she earned a B.S. in advertising. The New Orleans native is a foodie who loves experimenting in the kitchen with her two daughters.