Overview
Work History
Education
Timeline
Generic

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, IN
05.2023

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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Charles Ruttan