Ethan Evans
Minneapolis,MN
Summary
Enthusiastic finance professional with 1.5 years of hands-on experience as an intern and financial representative at Northwestern Mutual. I bring a genuine passion for financial analysis, strong client relationship-building skills, and a solid background in insurance. Eager to contribute my expertise to a dynamic professional environment and drive success through collaboration and dedication.
Overview
2
2
years of professional experience
1
1
Certification
Work History
College Intern
Northwestern Mutual
05.2022 - 05.2023
- Interacted with customers by phone, email, or in-person to provide information.
- P10 Intern.
- Learned numerous skills in sales, business, and marketing.
Brother
Delta Sigma Pi Professional Fraternity
Duluth, MN
2021.12 - 2023.05
Financial Representative
Northwestern Mutual
05.2023 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Worked with clients with life, long-term care, or disability insurance accounts.
- Managed over 40 outreaches a day to build clientele
- Majority of work day spent prospecting, calling, zoom meetings, and in-person with potential or existing clients
Education
BBA - Finance
University of Minnesota - Duluth
Duluth, MN05.2023
Skills
- Financial Reviews
- Selling Techniques
- Client Servicing
- Project Management
- Risk Assessment
- Debt Management
- Insurance Knowledge
- Time Management
- Critical Thinking
- Decision-Making
Certification
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Timeline
Financial Representative
Northwestern Mutual
05.2023 - Current
College Intern
Northwestern Mutual
05.2022 - 05.2023
Brother
Delta Sigma Pi Professional Fraternity
2021.12 - 2023.05
BBA - Finance
University of Minnesota - Duluth
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