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H O M E : ( 7 0 4 ) 3 2 1 - 3 5 5 6
C E L L : ( 7 0 4 ) 9 0 6 - 0 3 2 2
E M A I L : D E B B I E R A B E 1 @ W I N D S T R E A M . N E T
CORE STRENGTHS:
Insurance / Personal Finance Trainer / Facilitator / Speaker
Communications Customer Service / Call Center
Operations / Sales Project Manager
Human Resources Technical Writer
CAPABILITIES:
Teaching innovative wealth building strategies through group presentations and personal
financial education and coaching
Prepare training curriculums and provide meeting facilitation to teach, motivate, develop
and mentor individuals and groups within the organization
Actively promote change, innovation and collaboration with enthusiasm to achieve
company objectives and strategic initiatives
Provide strong guidance to employees and competent leadership to meet or exceed goals
Manage a diverse work force through effective oral and written communications
Organize, prioritize and delegate tasks to meet deadlines and operate within budgets
Reduce cost and improve efficiencies of systems, work flows and processes through
thoughtful analysis, design, development and implementation of new guidelines and procedures
ACCOMPLISHMENTS:
Teach financial education, promote life stage planning and provide safe money strategies
for ordinary people with a passion for teaching families, church groups/associations, and
businesses how to make their money work harder by reducing risk and without impacting lifestyle.
Led the expansion of the Call Center Team including an increase in staffing and operating
hours. Operating hours doubled and staffing increased from 35 to more than 130. Other
improvements included an upgrade to the Telecorp system for customer satisfaction, call center
reporting and installation of GMT, a workforce management system.
Improved the work environment and leadership practices of the Customer Service team of
more than 35+ employees while reducing turnover and lowering the refund and certificate
expenses with open communications and participative management.
Successfully led and participated in the planning and execution of strategic corporate
meetings for groups of up to 650 including site selection, logistics, database management,
curriculum development and facilitation for 10+ years.
2. Experienced field operator including positions in photography, sales and studio management. In
addition, as a Regional Personnel Administrative Manager my duties involved recruiting, selection,
training and orientation as well as payroll and responsibility for warehouse functions. Recognized
as District Studio Manager of the Year for Department Store Division for 2 consecutive years.
Organized department managers and company leaders in a task force to improve the
customer experience for internal and external customers resulting in improvements in the
manufacturing process and higher service standards.
Established audit department with 4 staff members to ensure compliance of operational
procedures and internal controls and identify areas of opportunity and loss of revenue for more
than 1000 studios.
Design, write and edit company communications including operational protocols and manuals,
quarterly newsletters and other special projects as required.
Developed and implemented studio certification program and training process for 5000+
employees.
WORK HISTORY:
Personal Finance Consultant/Advisor
Marla Allen & Team, Charlotte, NC
Financial Education & Insurance Services
Life/Health/Long-Term Care/Medicare Supplements/Annuities
Broker / Realtor®
Passmore Realty, Charlotte, NC
Residential/Commercial Real Estate Services
PCA International, Inc – Portrait Corporation of America
Matthews, NC
Various management positions and areas of responsibility
JC Penney
Baton Rouge, LA and Little Rock, AR
Sales
Louisiana National Bank
Baton Rouge, LA
Proof Operator
EDUCATION AND TRAINING:
Licensed Insurance Agent - Life, Health, Long-term Care, Medicare Supplements, Annuities
Horizon Professional Development
Charlotte, NC (Non-resident SC, TX, AR)
Licensed NC/SC Real Estate Broker
Charlotte, NC
Central Piedmont Community College
Charlotte, NC
Business, Management, Real Estate, Continuing Education
Louisiana State University
Baton Rouge, LA
Marketing
University of Arkansas
Little Rock, AR