Sales Manager
Resume:
Angela K. Marshall, MSF
Adrian, MI 49221
Cell: 517-***-****
Email: **************@*****.***
Objective
I would like to find a position that will utilize my education and experience in bookkeeping, accounting, management, and leadership to develop others and to further the objectives of the company in which I am employed.
Professional Experience
Bookkeeping/Accounting
AKM Tax Services Jan. 1991 to 2006
Dec. 2009 to Present
I operated my own personal tax business from my home after completing the H & R Block tax course. I turned the business over to The Taylor Agency in 2006. I reopened the business in 2009 after receiving concerns from clients.
The Taylor Agency of Southern Michigan, Inc. 1991 to June 2005
Adrian, MI
I handled the bookkeeping, accounts payable, reconciled accounts receivable and commission statements, payroll, sales tracking and other aspects of bookkeeping using Quickbooks and Excel.
Rosier’s Meats and Deli 2002 to 2008
Adrian, MI
I handled the accounts receivable, accounts payable, payroll, sales and withholding tax tracking and payments, and some aspects of inventory control using Quickbooks.
TJ Marshall LLC 2009 to 2012
Onsted, MI
I handled the accounts receivable, accounts payable, sales tax accounting, and all other aspects of the bookkeeping.
White Elephant Flea Market 2014 to 2015
Adrian, MI
I handled the sales tax reporting and bookkeeping using Quicken. I developed and managed an Excel workbook to track sales and payments for each of the approximately 30 vendors.
Peaceful Paws Pet Cremation Jul. 2013 to Present
Adrian, MI
I took the previous paper bookkeeping methods to a Quickbooks system. I now handle accounts receivable, accounts payable, sales tracking and invoicing. I use Excel for the sales tracking and calculating changes in the sales numbers from year to year by different categories. I also handled payroll when they had a payroll.
Financial Services
Western and Southern Financial Group July 2015 to Present
Holland, OH
Staff Manager – My duties include the training both in the office and in the field of new representatives, planning meeting agendas and the material and sales ideas to be presented. These duties include holding new representatives accountable for their conduct and progress toward the goals set by the company and by the representative
The Taylor Agency of Southern Michigan, Inc. 1989 to July 2015
Adrian, MI
August 1989 – 2001
Progressed from Office Assistant to Office Manager, Bookkeeper and Sales Manager
2001 – Licensed Insurance Sales
While still managing the office and sales staff, I began making sales and servicing clients
2005 – Licensed Securities Representative
While training a new office and sales manager, I became Series 6 and 63 licensed. Started holding part-time office hours in the Agency office within TLC Community Credit Union in Tecumseh, MI. Responsible for sales and service to current clients while generating referrals and new business from Credit Union employees.
2007 – Financial Advisor
Manage the Tecumseh office full-time, handle all aspects of financial planning for clients, both personal and credit union. Responsible for completion of all applications, paperwork, and the follow up on all business activity while maintaining the relationships with the credit union employees and generating referrals
2013 – Primary Taylor Agency/TLC Community Credit Union liaison
Primary office location within the credit union facilities. Responsible for all aspects of an independent financial advisor and generating referrals from credit union staff.
Other Positions and Skills
Owens Community College Adjunct Professor May 2016 to Present
Class INS101 Aug. to Dec. 2016
Software Skills Experience with Microsoft Office
Outlook, Excel, Word, Powerpoint, Publisher
Quickbooks Pro 2012
Quicken
Education
Leadership in Life Institute NAIFA-Michigan June 2008
Bachelor of Science in Management-Marketing Kaplan University July 2011
Masters of Finance – Financial Planning Kaplan University May 2013
Designations and Awards
Fraternal Insurance Counselor (FIC)
National Quality Award Recipient
National Sales Achievement Award Recipient
Top Qualifier – Award of Excellence
Million Dollar Round Table Producer (MDRT)
Community Service
National Association of Insurance and Financial Advisors-Lenawee Adrian MI
Past Secretary, Treasurer, President
Golf Outing Chair
National Association of Insurance and Financial Advisors-Michigan Lansing, MI
Current Leadership in Life Institute Moderator – 2012–Current
Current State Leadership In Life Institute Chair
Onsted Kiwanis Onsted MI
Past President
5th Grade Scholarship Committee
VanWagner Golf Outing Committee
Gleaner Life Insurance Society – Tecumseh Arbor Tecumseh MI
References
Deb Elliott 517-***-****
Gleaner Life Insurance Society
Barb Rupley 517-***-****
Tonya Miller 517-***-****
Thomas Taylor 517-***-****
The Taylor Agency of Southern Michigan, Inc.
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