Debra Curtis

Commander
DISC Type : D

Registered Service Adviser at Valmark Financial Group

Pittsford, New York, United States

Overview

Debra Curtis is a Registered Service Adviser at Valmark Financial Group with a background in financial services at firms like Centra Financial Group. She is licensed in securities, holding Series 6 and 63, as well as New York State Life, Health & Accident Insurance.

Based on her educational history at St John Fisher College and Genesee Community College, she appears to have strong ties to the New York area. She maintains an interest in St. John Fisher University.

Debra holds both securities and state-level insurance licenses, demonstrating a comprehensive understanding of financial products.

Personality Overview

Impact-Driven

Strong-Willed

Candid & Clear

More than the product, they care about the impact of the product.  They prefer to be the ones controlling the conversation or defining the terms. They respond better to strong and respectful interactions.

Topics They Care About

Financial Services
Her entire career, including roles as a Registered Service Adviser and Sales Assistant, has been dedicated to the financial services industry.
Securities & Insurance
Holds Series 6 & 63 securities licenses alongside a NYS Life, Health & Accident Insurance License, showing broad expertise.
Regulatory Compliance
[Predicted] Working in registered roles requires a deep understanding of FINRA rules and other financial regulations to properly advise and service clients.

Media Appearances

Debra has no verified media appearances

Work History

8-2020
Registered Service Adviser at Valmark Financial Group
11-2015 - 8-2020
Registered Sales Assistant at Centra Financial Group
11-2015 - 8-2020
Registered Representative at Hornor Townsend & Kent
2000 - 2015
Registered Sales Assistant at Bonadio Financial Services LLC

Education

Education details unavailable from St John Fisher College
Education details unavailable from Genesee Community College

More Information

Social Presence :

Prographics :

Exp : 26 Location : Pittsford, New York, United States Job Level : N/A Designation : Registered Service Adviser at Valmark Financial Group
URL has been copied!

Insights For Selling To Debra

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Do not spend too much time focusing on product tech or features
  • Don’t take too much time in sending them information if they ask for any
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Debra is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Debra

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Debra move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Debra take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Debra

Personality Compatibility


Other Valmark Financial Group Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.