Natalie Terry
About Natalie Terry
Natalie Terry is a Staff Manager at Western & Southern Life with 13 years of experience in the financial services industry. She leads a team focused on client relations and has a background in art and merchandising.
Work at Western & Southern Financial Group
Natalie Terry has served as a Staff Manager at Western & Southern Life since 2009. In this role, she manages a team of sales representatives dedicated to building a strong client base. The focus of her team is on delivering superior customer service, particularly for the middle market. Under her leadership, the Central Ohio Agency, where she works, has received the Presidents Trophy award for two consecutive years, highlighting the agency's performance and commitment to excellence.
Education and Expertise
Natalie Terry studied at Franklin University, where she focused on Marketing and Art History, achieving a Bachelor of Science degree from 1994 to 1996. Her educational background equips her with a solid foundation in both marketing strategies and creative thinking, which she applies in her current role in the financial services industry. Additionally, she completed her high school education at Bloom Carroll, graduating in 1987.
Background in Financial Services
With 13 years of experience in the financial services industry, Natalie Terry has developed a strong expertise in asset protection and wealth accumulation strategies. She works closely with families and small businesses to create tailored financial plans that meet their specific needs. Her extensive experience in managing sales teams contributes to her effectiveness in building client relationships and ensuring customer satisfaction.
Previous Professional Experience
Before her tenure at Western & Southern Life, Natalie Terry owned and operated her own business, Commissioned Art by Nat, from 2000 to 2008. This role involved artistic design and client commissions, showcasing her creative skills. Additionally, she worked at JC Penney as a Merchandising Assistant Manager for ten years, from 1988 to 1998, where she gained valuable experience in retail management and customer service.