Talk to sales Try for Free
Deborah Moline

Deborah Moline

Sales Vice President

location of Deborah MolineCiti-Personal Wealth Management

Connect with Deborah Moline to Send Message

Connect

Connect with Deborah Moline to Send Message

Connect

  • Timeline

  • About me

    Sophisticated Insurance Strategies for You and Your Clients

  • Education

    • UNIVERSITY OF WISCONSIN-STOUT

      -
      Bachelor of Science Business Administration

  • Experience

    • Highland Capital Brokerage, Barrington, IL

      Jan 2011 - Jul 2016
      Sales Vice President

      Leading life insurance brokerage general agency employing over 90 sales professionals, providing financial producers with point-of-sale support, advanced marketing, estate and business planning techniques. Market and sell life insurance products to financial institutions, including financial advisors and independent producers. Service key accounts including Wells Fargo Advisors, Benjamin F. Edwards, US Bank, Stifel Nicholas, William Blair, and RW Baird. Present planning concepts with regional wholesalers to branch offices of wealth management advisors, CPA’s, and law firms. Facilitate professional presentations; negotiate more favorable underwriting offers; and leverage team of experts to reduce overhead costs to financial service professionals. • Doubled YOY sales, grew wire-house productivity by 56%, and increased case count by 13% from FY2013 to FY2014 by leveraging outstanding relationship management and consultative sale skills. • Ranked multiple times in top 10% of 90+ SVP’s in institutional and independent production by identifying and meeting customer needs. • Secured estate case with $2.2M premium by negotiating health class and reducing costs to client. Show less

    • Merrill Lynch Wealth Management

      Jul 2016 - Jan 2017
      Assistant Vice President, Associate Insurance Specialist

      Partner with financial advisors to identify opportunities for high net worth clients to control their wealth. Present strategic insurance solutions to branch offices, prepare policy analysis for clients, consult with advisors and clients on estate/legacy, business, supplemental retirement, and LTC planning. Support over 1,500 financial advisors.

    • Prudential Insurance Company of America

      Sept 2017 - May 2019
      Dedicated Life Consultant

      As a Dedicated Life Consultant, Debbie partners with financial advisors to help them implement and review life insurance strategies to meet the needs of their clients.

    • THG Financial Strategies, LLC

      Feb 2020 - Feb 2022
      Financial Professional

      THG Financial Strategies, a General Agency of the companies of OneAmerica.

    • Citi-Personal Wealth Management

      Feb 2022 - now
      Vice President, Regional Insurance specialist

  • Licenses & Certifications

  • Volunteer Experience

    • Volunteer driver for senior medical appointments

      Issued by Interfaith Community Partners on May 2017
      Interfaith Community PartnersAssociated with Deborah Moline

    • Council Member and Youth Ministry Volunteer Leader

      Issued by Grace Lutheran Church, LaGrange, IL on Jan 2011
      Grace Lutheran Church, LaGrange, ILAssociated with Deborah Moline

    • Dinner shift volunteer at emergency overnight shelter

      Issued by BEDS PLUS CARE, Inc on Oct 2013
      BEDS PLUS CARE, IncAssociated with Deborah Moline