Everly
Charles Norris, MBA, currently serves as an Insurance Client Manager at Everly since July 2025. Prior to this role, Charles held various positions at Protective Life, including Director of Product Enablement, and spent nearly eight years at Prudential Financial, where responsibilities included enhancing retirement plan knowledge as a Retirement Counselor, directing sales training, managing investment advisory transitions, and leading a team of internal wholesalers. Charles began a career in finance as a Financial Advisor at UBS Wealth Management and Oppenheimer & Co., following initial experience as a Mortgage Specialist at AMC, and has further developed expertise as a Financial Advice Sales Consultant at Ameriprise Financial Services. Educational credentials include an MBA in International Management and Innovation & Entrepreneurship from Northeastern University, a CRPC designation from the College for Financial Planning, and a Bachelor's degree in Liberal Studies from Saint Cloud State University.
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Everly
Introducing life insurance made for living. Build your financial confidence with the power of protection and tax-deferred growth. That’s living Happy Everly After. Agency services provided by Everly, LLC, AR Insurance License # 3001180536 and CA Insurance License # 6004464. For a full list of states Everly is licensed to conduct business in, please refer to everlylife.com. Everly does not transact business in the state of New York. Something big is happening here. Do you fiercely challenge the way things have always been done? Are you ready to help change the way the world sees, buys and LIVES life insurance? Are you a tech-driven, data loving, customer obsessed, creative powerhouse looking for a new challenge? Sounds like we might be a good fit. Check out the open positions in our job board!