Allison Terlip
General Agent, Financial Advisor, Owner
Navarre,FL
Summary
High-impact leader in the financial planning sector with a strong ability to identify initiatives and facilitate action-driven plans to support growth and objectives. Recognized leader in evaluating business, investment opportunities and possesses a quick understanding of potential niche markets. Maintains a record of successfully developing customized financial strategies to meet the needs of clients. Equally strong performance in new business development and growth. Over 15 years of experience in the industry, of which 12 years have been spent in leadership role.
Overview
17
17
years of professional experience
1
1
Certification
Work History
General Agent
FullLife Financial Planning an Ameritas Firm
Navarre, USA
06.2022 - Current
- Launched General Agency with a focus on acquiring new clients from specific markets, particularly the military sector.
- Outperformed 62 other agencies by securing the top spot in the first year with only seven months of work.
- Ranked 3rd for second year firms in 2023. Made Leaders Court the top 20 in personal prodcution from life and annuity sales.
- Developed an internal LinkedIn strategy and customized SkillBridge Program for targeted military personnel.
- Onboarded Managing Director who brought on Financial Advisors/Brokers along with tax planning team.
- Chosen to participate on the Diversity and Inclusion Board, and the Ameritas Women Empowered Committee.
Managing Director
Magnolia Wealth Strategies a Mass Mutual Firm
Gulf Coast Territory, USA
08.2019 - 05.2022
- Transitioned seamlessly into independent and non-captive market as advisor and manager.
- Created a niche in the military market from both recruiting and client generation perspectives.
- Adapted and expanded markets in military, businesses, and local professional sectors. Discovered an under utilized product specifically for Veterans to secure standard rate participating Whole Life policies without medical requirements.
- Achieved distinction as a top managing director at Mass Mutual due to significant increases in sales of life insurance and annuities.
- Appointed to help promote and advance women into leadership roles within the company through the Women’s Growth committee at Mass Mutual.
- Utilized LinkedIn to perform targeted outreach in densely populated military zones, leading to significant client and recruitment opportunities with minimal marketing expenditure.
- Secured military approval for the Mass Mutual Skill Bridge program, enabling transitioning and retiring military to gain advisor experience.
- Led effective advisor increase and managed leadership adjustments following General Agent resignation.
Intern/ Financial Advisor/ Advisor Team Leader District Manager
First Command Financial Planning
Shalimar District, USA
06.2008 - 05.2019
- Completed an internship in the Florida Panhandle during summer between junior/senrior year at Kansas State University. Secured a post-graduation career opportunity as a Financial Advisor.
- Awarded Gateway Advisor of the Year for company due to exceptional first year production in Financial Advisor role.
- Ranked consistently in top 10% of production amongst the entire advisor force in following two years of prodcution.
- Acknowledged for strong skills in business creation and a can-do attitude by being chosen for Pre-Leadership training.
- Appointed in May 2013 to oversee operations for a territory that spans New Jersey, Delaware, and the larger Philadelphia region. Taking territory from 2013-2019 from two advisors to thirteen and ranking in top 20% of districts based on insurance, investments and new clients created.
- Chosen for the First Command Board of Directors, occupying a managerial seat for twelve months.
- Collaborated with Home Office working committees to address marketing, CRM, and E-Scoreboard issues.
Education
Bachelor of Science - Finance
Kansas State University
01.2009
Skills
- Revenue Generation
- Strategic and Client Relationships
- Goal Oriented
- Situational Leadership
- Strong Communicator
- Crisis Management
- Strong networking skills
- Entrepreneurial Leadership
- Personal Perseverance
- Competive Spirit
- Financial and Strategic Planning
- Team player
- Energetic
- Initiative
- Expert Military Engagement and Planning
- Integrity
- Values Oriented
- Coach
Certification
- FINRA Licenses, 6, 65, 26
- Florida State Life Insurance License, Life, Health, Variable Annuity
Corestrengthsandskills
- Revenue Generation
- Strategic and Client Relationships
- Goal Oriented
- Situational Leadership
- Strong Communicator
- Crisis Management
- Strong networking skills
- Entrepreneurial Leadership
- Personal Perseverance
- Competive Spirit
- Financial and Strategic Planning
- Team player
- Energetic
- Initiative
- Expert Military Engagement and Planning
- Integrity
- Values Oriented
- Coach
Timeline
General Agent
FullLife Financial Planning an Ameritas Firm
06.2022 - Current
Managing Director
Magnolia Wealth Strategies a Mass Mutual Firm
08.2019 - 05.2022
Intern/ Financial Advisor/ Advisor Team Leader District Manager
First Command Financial Planning
06.2008 - 05.2019
Bachelor of Science - Finance
Kansas State University
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