Experience

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  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

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  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.

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  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.

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  Thg financial strategies, llc

  Feb 2020 - Feb 2022

  Financial professional

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

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  Citi-personal wealth management

  Feb 2022 - now

  Vice president, regional insurance specialist