Ethan McAfee
Kearns,,UT
Summary
Motivated financial professional with experience at Northwestern Mutual, specializing in comprehensive financial planning and customer service. Passed the CFP® Exam in March of 2024. Expertise in retirement strategies and active listening led to successful presentations of tailored financial plans, significantly enhancing client satisfaction. Committed to delivering impactful solutions that drive financial success and foster long-term relationships.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Seasonal Return Agent
Enterprise Mobility
Salt Lake City Airport, Utah
09.2024 - 12.2024
- I resolved customer complaints and involved an assistant manager when necessary
- I inspected vehicles for changes of condition
Financial Representative Intern
Northwestern Mutual
Salt Lake City, Utah
08.2021 - 10.2021
- Company Overview: Insurance Company
- I gave advice to potential clients on budgeting, risk management and more
- I presented a personalized financial plan to potential clients
- Insurance Company
Education
Bachelor of Science - Family, Community and Human Development, Financial Planning
University of Utah
Salt Lake City, Utah12.2022
Skills
- Comprehensive financial planning expertise
- Retirement and estate planning
- Insurance and tax strategies
- Psychological insights in finance
- Active listening and nonverbal skills
- eMoney proficiency
- Time value of money analysis
- Customer service excellence
General Skills
- Dependability and trustworthiness
- Positive interpersonal skills
- Quick learning ability
- Effective time management
- Communication proficiency
- Commitment to continuous learning
- Critical and analytical problem-solving
- Adaptability and growth mindset
Certification
Fidelity Investments Customer Relationship Advocate Job Simulation on Forage
Completed a simulation focused on customer service on the Fidelity Investments team, navigating multiple customer calls effectively using active listening skills
Accomplishments
- Passed the CFP® Exam, March 2024
- Accident and Health or Sickness, Life Insurance License for the state of Utah, 2021
Timeline
Seasonal Return Agent
Enterprise Mobility
09.2024 - 12.2024
Financial Representative Intern
Northwestern Mutual
08.2021 - 10.2021
Bachelor of Science - Family, Community and Human Development, Financial Planning
University of Utah
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