Angela Marsh
Vincennes,IN
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Insurance Sales Representative
The Western and Southern Life Insurance Company
08.2023 - Current
- Provided valuable guidance to help clients make informed decisions about life insurance coverage for themselves and their families
- Assisted in the creation of personalized retirement plans for clients to ensure a smooth transition into their post-working years
- Successfully obtained licenses for FINRA SIE and Series 6.
- Engaged in ongoing efforts to obtain Series 63 License.
- Generated detailed reports to track sales activities that documented the frequency of contact made per day, week, and month.
- Successfully managed and recorded sales transactions with precise accuracy through CRM software.
- Completed paperwork for customers to process policy changes or renewals.
VP of Mortgage Lending NMLS #703900
Guaranteed Rate
04.2021 - 08.2023
- VP of Mortgage Lending at Guaranteed Rate
- Personal NMLS# 703900
- Guaranteed Rate #2611
- A mortgage company who grows for good
- We believe you're amazing and can do anything you want in the world
- Believe you can and you will
- For licensing information, go to www.nmlsconsumeraccess.org | www.rate.com/licensing Guaranteed Rate, Inc
- NMLS 2611 3940 N
- Ravenswood Ave., Chicago, IL 60613 (866) 934-7283
- Rate.com(866) 934-7283
- Rate.com Equal Housing Lender For licensing information, go to www.nmlsconsumeraccess.org
Branch Manager
EVANSVILLE TEACHERS FEDERAL CREDIT UNION
01.1987 - 04.2021
- Accountable for soliciting business accounts and developing strategic alliances with clientele in a management position.
- Developed tactics to boost assets and profitability in six-county areas.
- Provided individualized recommendations for investment opportunities, risk assessment, and financial gains
- Successfully promoted and marketed various banking offerings to meet customer needs
- Enhanced credit union's reputation as a prominent figure in the territory by actively engaging in community events.
Education
Bachelor of Arts - Business; Human Resource Management
Indiana State University
Terre Haute, INAssociate's degree - Business Administration and Management, General
Vincennes University
Vincennes, INSkills
- Customer Service
- Communication
- Business Development
- Credit
- Financial Risk
- Problem Solving
- PowerPoint
- Strategic Planning
- Microsoft Word
- Policy understanding
Certification
- Indiana Life and Health License, State of Indiana, 08/01/23, 08/01/24
- FINRA Securities License SIE and Series 6, FINRA
Timeline
Insurance Sales Representative
The Western and Southern Life Insurance Company
08.2023 - Current
VP of Mortgage Lending NMLS #703900
Guaranteed Rate
04.2021 - 08.2023
Branch Manager
EVANSVILLE TEACHERS FEDERAL CREDIT UNION
01.1987 - 04.2021
Bachelor of Arts - Business; Human Resource Management
Indiana State University
Associate's degree - Business Administration and Management, General
Vincennes University
- Indiana Life and Health License, State of Indiana, 08/01/23, 08/01/24
- FINRA Securities License SIE and Series 6, FINRA
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