Ethan J. Porter
______________________
Summary
Registered Administrative Associate with background in sales and desire to further career within the financial industry. Considered a highly dependable professional with dynamic communication skills and understanding of how to retain and handle valued client accounts. Possesses ability to successfully manage multiple priorities with a positive attitude, and a willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
4
4
Certifications
Work History
Administrative Associate
LPL Financial | Founders Financial Alliance
Raleigh, NC
07.2020 - Current
- Obtained Series 7, Series 66, Variable Life & Annuity Insurance licenses in 2021.
- Assisted in executing financial planning strategies for client base with a broad array of needs.
- Used trading platforms to support management of client accounts.
- Organized logistics and materials for meetings, arranged spaces and took detailed notes for later dissemination.
- Managed filing system, entered data and completed other clerical tasks.
- Drafted professional correspondence to support business objectives and growth.
Sales Representative
Asset Insure
Raleigh, NC
10.2021 - Current
- Assisted with agency growth through development of client base and social media presence.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Utilized techniques such as cold calling, networking and prospecting to develop new leads.
- Set clearly defined goals to drive customer retention, brand awareness and website or social media traffic.
Intern
Founders Financial Alliance
Chapel Hill, NC
11.2017 - 06.2020
- Sorted and organized files, spreadsheets and reports.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Maintained organized files and stocked supplies to support team needs and maximize performance.
Education
Bachelor of Arts - History
08.2016 - 05.2020
Skills
Microsoft Office Suite Proficiency
Wealthbox CRM Proficiency
LPL & Schwab Trading Platform Proficiency
Relationship Building and Maintenance
Good Telephone Etiquette
Dependable Team Member
Excellent Communicator
Insurance Decisions
Certification
Series 7 & 66 Licenses
Timeline
Sales Representative - Asset Insure
10.2021 - Current
Administrative Associate - LPL Financial | Founders Financial Alliance
07.2020 - Current
Intern - Founders Financial Alliance
11.2017 - 06.2020
Elon University - Bachelor of Arts, History
08.2016 - 05.2020