Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ethan Davis

Porter

Summary

Aspiring financial professional with a strong work ethic, analytical skills, and a passion for helping clients achieve their financial goals. Licensed to sell health and life insurance, with experience in financial services and customer relations. Seeking to leverage my background in business administration and financial principles to excel in a financial advisory role.

Overview

4
4
years of professional experience

Work History

Licensed Health Insurance Agent

G-Rod Health Insurance
11.2024 - Current
  • Licensed to sell and advise on health insurance policies.
  • Work with clients to identify the most suitable coverage options.
  • Stay up-to-date with industry regulations and policy changes.

Financial Representative

Rethink Wealth
06.2024 - Current
  • Assist clients in understanding and selecting financial products tailored to their needs.
  • Provide personalized financial guidance and risk assessment.
  • Educate policyholders on life and health insurance options to ensure financial security.

Freezer Order Filler

Walmart Distribution Center
03.2023 - 02.2024
  • Receiving orders through computer systems
  • Locating and selecting the correct inventory
  • Labeling pallets with correct shipping information
  • Operating heavy machinery safely in a busy warehouse
  • Working efficiently to ensure that deadlines are met

Warehouse Receiver

Lowes
09.2020 - 01.2022
  • Examined shipment contents and compared with manifests, invoices and orders to verify accuracy
  • Recorded shipment data for reporting, accounting and recordkeeping purposes
  • Assisted with new hire orientation and employee training
  • Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
  • Requisitioned and stored shipping materials and supplies to maintain inventory

Education

Associate of Applied Science - Business Administration

Purdue University Global
West Lafayette, Indiana
05.2024

Skills

  • Licenses: Health & Life Insurance Licensed
  • Financial Skills: Client Advising, Risk Assessment, Financial Product Sales
  • Technical Skills: Inventory Management, Data Entry, Microsoft Office
  • Languages: Conversational Spanish, Basic German
  • Other: Former Semi-Pro Soccer Player, Competitive Pool Player, Manage Personal Stock Portfolio

Timeline

Licensed Health Insurance Agent

G-Rod Health Insurance
11.2024 - Current

Financial Representative

Rethink Wealth
06.2024 - Current

Freezer Order Filler

Walmart Distribution Center
03.2023 - 02.2024

Warehouse Receiver

Lowes
09.2020 - 01.2022

Associate of Applied Science - Business Administration

Purdue University Global
Ethan Davis