Overview
Work History
Education
Volunteer Experience
Timeline
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Easton Young

Omaha,NE

Overview

6
6
years of professional experience

Work History

Financial Advisor

Futurity First Insurance Group/Lifetime Retirement Partners
Omaha, NE
06.2022 - Current
  • Cultivated and maintained, strong, trust-based relationships to a diverse portfolio of clients while giving financial advice and solutions that tailored to the individual clients’ needs
  • Communicated complex financial concepts in a clear and understandable manner, fostering strong client engagement
  • Expanded client base through effective networking resulting in on average 10 meetings per week
  • Implemented effective sales strategies resulting in $900k of annuity business sold
  • Ensured all client interactions and transactions adhered to regulatory guidelines
  • Collaborated with other advisors and company wholesalers to develop comprehensive financial solutions
  • Utilized financial planning and CRM software to streamline processes and enhance client service
  • Stayed current with industry trends and advancements through ongoing professional development and certifications.

Customer Service Representative

Midwest Bank
Lincoln, NE
11.2019 - 05.2022
  • Effectively resolved customer issues and inquiries, demonstrating strong problem-solving skills and the ability to handle challenging situations with professionalism
  • Cultivated strong relationships with bank customers, demonstrating excellent interpersonal skills and the ability to understand and fulfill their financial needs
  • Handle 40-50 deposits on average a day while being organized and very detail-oriented resulting in accurate information.

Server

Omaha Country Club
Omaha, NE
05.2019 - 08.2019
  • Delivered high-quality, personalized service to discerning members and guests in accordance with the exclusive standards of the country club
  • Paid meticulous attention to detail in table setup, presentation, and overall service execution, ensuring a polished and upscale atmosphere
  • Established and maintained daily interactions with accomplished club members.

CNA

Lexington Regional Health Center
Lexington, NE
05.2018 - 08.2018
  • Provided compassionate and attentive care to patients, demonstrating a deep understanding of their needs and concerns
  • Developed strong communication skills through interactions with patients, their families, and medical staff, fostering open and clear communication channels
  • Demonstrated efficient time management skills, balancing multiple responsibilities and prioritizing tasks to ensure optimal patient care.

Education

Bachelor of Science in Business Administration: Finance -

University of Nebraska-Lincoln
05.2022

Volunteer Experience

Clyde Malone Center: Lincoln, NE

Volunteer

Facilitated transportation for underprivileged students from their educational institution to the Malone Center, where I provided nutritional snacks and assisted with their homework assignments

Timeline

Financial Advisor

Futurity First Insurance Group/Lifetime Retirement Partners
06.2022 - Current

Customer Service Representative

Midwest Bank
11.2019 - 05.2022

Server

Omaha Country Club
05.2019 - 08.2019

CNA

Lexington Regional Health Center
05.2018 - 08.2018

Bachelor of Science in Business Administration: Finance -

University of Nebraska-Lincoln

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Easton Young