Laurel Anne Fish

• Partner with individuals and families to develop personalized financial strategies focused on protection, growth, and long-term wealth building
• Educate clients on financial literacy, including life insurance, retirement planning, and tax-advantaged strategies
• Build and maintain a client base through relationship-driven service, referrals, and consistent follow-up
• Guide clients through policy selection and implementation, ensuring alignment with their financial goals

Leadership & Recruiting:

• Source, interview, and onboard new agents into the organization
• Train and mentor recruits in sales, client communication, and financial product knowledge
• Develop team culture through ongoing coaching and performance support
• Represent the organization at college job fairs and networking events to attract emerging talent

• Supported daily operations for a residential construction company, coordinating permits, logistics, and vendor relationships
• Negotiated vendor pricing and identified cost-saving opportunities to improve operational efficiency
• Managed scheduling, client communications, and marketing initiatives, including building and maintaining a company website
• Strengthened client experience by acting as a liaison between customers, site managers, and subcontractors
• Handled HR-related responsibilities, supporting employee concerns and ensuring OSHA compliance

Recruiting:

• Participated in hiring initiatives, including representing the company at college job fairs and engaging prospective candidates

• Provided clients with life, accident, and health insurance solutions tailored to their needs
• Built strong client relationships through clear communication and consultative sales practices
• Supported and coached new agents on effective sales strategies and client engagement
• Managed underwriting processes across a wide range of insurance carriers

• Led and coached team members to improve sales performance, member engagement, and service quality
• Supervised daily operations, ensuring efficiency, accuracy, and compliance in financial transactions
• Assisted members in achieving financial goals through lending solutions and account services
• Implemented systems to safeguard sensitive financial information and improve operational organization

Recruiting:

• Represented the credit union at college job fairs, supporting talent acquisition and community outreach efforts

• Managed and motivated a sales team to exceed performance goals through structured coaching and incentives
• Achieved top sales performance, generating over $20,000 in monthly revenue consistently
• Developed team engagement through trainings, competitions, and performance tracking