Charles Ruttan
Fishers
Overview
12
12
years of professional experience
Work History
Life Insurance Agent
Symmetry Financial Group
02.2025 - Current
- Developed and maintained a client base of 25 individuals through prospecting, networking, and referrals.
- Collaborated with underwriters to expedite the application process and ensure timely policy issuance.
- Served as a trusted advisor to clients during claims processes by guiding them through necessary documentation requirements.
Loan Advisor
Royal United Mortgage
08.2023 - 12.2024
- Closed 30 loans for 4 million dollars while in the Loan Advisor position.
- Completed the management training program while being in a sales position.
- Managed 10-person sales teams while managers were on vacation.
Intern
Energenuity
02.2023 - 06.2023
- Gained product knowledge of the world of Renewable Energy Credits
- Listened to sales conversations and transactions in person/email.
- Researched constantly to stay on top of sales and communication tactics.
Substitute teacher
Riverside Intermediate School
12.2019 - 06.2020
- Introduced a new way to study to improve students' grades.
- Built 10 relationships with other teachers to develop more connections.
- Operated Zoom and PowerPoint to show lessons efficiently.
Small Group Leader
East 91st Christian Church
06.2013 - 03.2018
- Explained and analyzed 2 lessons each month to teach important life lessons
- Learned how to work on computers, macs, projector screens, and 2 different sound systems.
- Built connections with other leaders by communicating concerns with lessons and multiple environments for 2nd and 3rd-grade classes.
Education
Bachelor of Science - Healthcare Management and Policy, Management
Indiana University
Bloomington, IN05.2023
Timeline
Life Insurance Agent
Symmetry Financial Group
02.2025 - Current
Loan Advisor
Royal United Mortgage
08.2023 - 12.2024
Intern
Energenuity
02.2023 - 06.2023
Substitute teacher
Riverside Intermediate School
12.2019 - 06.2020
Small Group Leader
East 91st Christian Church
06.2013 - 03.2018
Bachelor of Science - Healthcare Management and Policy, Management
Indiana University
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