Debra Patterson Email & Phone Number

Winston Salem, Nc

Debra Patterson is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 5925 Carnegie Blvd., Suite 300, Charlotte, NC, 28299. (704)554-6404. Summit Advisory Group and all other persons and entities are independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC) and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. An “endorsement” of Debra is not a referral of her for investment advisory services and may not reflect others’ views or experience.Debra is licensed to sell securities in NC and SC. She is also insurance-licensed in NC, SC, VA, and ME. TC84292(0816)p

Winston Salem, North Carolina

Sales of Life Insurance, Annuities, Disability Insurance, Long Term Care Insurance, and Investments; Recruiting and Developing Career Agents

High Point, Nc

Responsible for: strategic leadership of a District Sales Agency, covering eastern Missouri and western Illinois. Duties included but were not limited to: recruiting, developing, and retaining a diverse group of Sales Managers and Financial Advisors; direct supervision of compliance and regulatory processes, resulting in occasional disciplinary action; improvement of product sales and marketing through annual agency plan implementation and oversight; district budgeting through the use of cost-efficient efforts; developing sales and marketing plans that supported organizational goals; creating and articulating a compelling business vision for all managers and advisors by conducting semi-annual and annual reviews as well as one-on-one coaching and specialized training and development.

Greenville, South Carolina Area

Vice-President of Marketing & CommunicationsResponsible for: research and development of new and innovative products designed to maximize profitability within targeted market segments; working with Group Risk Management to ensure all products were within risk management guidelines; developing and implementing a business plan for revising current products, adding third-party products, and developing new products to improve competitive positioning and increase revenue; creating and maintaining market share through establishment and maintenance of cohesive U.S. branding strategy; responsible for third-party partnerships and effective acquisition integration; oversight of all marketing activities, including development of advertising, collateral, e-marketing, and public relations; managing a $2.5M annual budget, consistently meeting objectives while remaining at or under budget; conducting market research to determine the viability of new insurance products and to guarantee the proper positioning and pricing of existing insurance products.Accomplishments:Introduced ExpressTERM, a Smoker's Term Life Insurance product that gained national recognition and continues to be of the top 5 term insurance products sold online.Developed and implemented the first integrated Marketing Communications Plan for all U.S. holdings of RBC Insurance.