As Onboarding and Business Development Manager for Pilot Financial Advisors, Darlene works with financial professionals who are new to Pilot Financial or are new to selling life products. She provides the education and training they need to get started, including product information, application submission options training, how to navigate the carrier websites and, most importantly, how to access and utilize all the valuable resources available to them. Additionally, she continues to educate financial professionals on product and process updates and is responsible for case consultation and management, running illustrations and handling in force customer service requests. Darlene believes that it is paramount to partner with the financial professionals to provide a firm foundation and the resources they need to serve their clients.
Darlene brings a personal level of conscientious detail to the position based on years of experience in the healthcare management and consulting fields. She particularly values building and nurturing the strong relationships with the financial professionals with whom she works daily.
Darlene studied French at The University of North Carolina at Greensboro, achieving the Dean’s List with a 4.0 GPA. She and her husband of 33 years, daughter and son reside in Greensboro. She enjoys spending time with her family--including walks and game nights, reading, and traveling and supporting her son in baseball and loves listening to him play the tenor saxophone in his high school jazz band.