Flmi Katie Small Acs

Katie Small, FLMI, ACS has a diverse work experience spanning various industries. Katie currently holds the position of Marketing Manager, Communication at Gerber Life Insurance Company, where they are responsible for managing marketing initiatives. Prior to this, they served as the National Membership Director at Women In Insurance & Financial Services.

Katie also gained valuable experience as the Owner & Business Amplifier at Small Virtual Solutions, LLC, where they assisted small business owners with virtual tasks and social media management. Before that, they worked as the Director of Marketing and Director of New Business at Strategic Planning Group, where they contributed to the agency's goal of helping families secure their financial futures.

In earlier roles, Katie served as a Case Manager on the Merrill Lynch platform at Crump Life Insurance Services, where they worked with an Insurance Specialist to place policies for high net worth clients. Katie also worked as a Sales Associate and Case Support in the Life Division at Financial Independence Group, processing new business and supporting independent agents.

Additionally, they have previous experience in customer service roles, including serving as a Customer Service Clerk at Harris Teeter and a Senior Teller at BB&T. Katie started their career as a Customer Service Agent at Delta Global Services.

Throughout their career, Katie has developed strong skills in marketing, communication, customer service, and business development. Katie is committed to providing exceptional service to clients and ensuring their financial goals are met.

Katie Small, FLMI, ACS, has a strong educational background with degrees in both Educational Media and Communication. Katie obtained their Bachelor of Science degree in Communication from Appalachian State University, where they studied from 2004 to 2007. Katie then pursued further education and received their Master of Arts degree in Educational Media from the same university from 2009 to 2011.

In addition to their degrees, Katie has acquired various certifications and licenses throughout their career. Katie holds the prestigious Fellow, Life Management Institute (FLMI) designation from LOMA, which they obtained in December 2019. Katie is also a Founding Member of the Pink Mentor Network since May 2019. Katie holds the ACS certification from LOMA, which they achieved in December 2017. Katie possesses the Hootsuite Social Selling certification, earned in August 2017. Furthermore, they are a licensed life insurance agent in the State of North Carolina since October 2014 and has been a Notary Public in the same state since July 2009.

Although not specified, it is mentioned that they have pursued the ALMI certification from LOMA as well, however, the specific date of achievement is not provided.