Evan Guthaus
Dallas ,TX
Summary
Excellent communicator and dependable team player with strong understanding of financial industry. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Constantly trying to grow and learn as a professional to gain more knowledge and better suit customers needs.
Overview
3
3
years of professional experience
Work History
Insurance Agent
New York Life Insurance Co
11.2023 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Utilized advanced analytical skills to evaluate complex cases and identify optimal solutions for challenging situations.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients' unique situations.
- Enhanced client satisfaction by providing personalized insurance recommendations based on individual needs and financial goals.
Marketing Internship
Candela Medical
05.2023 - 07.2023
- Made excel sheets to organize company industry awards applications and medical treatments
- Collaborated with marketing team on various projects to support the business and market different procedures.
Sales Operations Internship
Candela Medical
05.2022 - 08.2022
- Analyzed key metrics (pipeline development, close ratio, average transaction price, sales velocity) within top performers of commercial organization and provided critical feedback on how they could improve
- Proficient at salesforce.com in both data input and analytics
- Continued to work remotely on data cleansing project (post internship)
- 1 of 5 interns selected to attend annual North American meeting, 200 attendees.
Pool Attendant
JW Marriott
05.2021 - 08.2021
- Worked with my team to provide the best customer experience for hotel guests
- Typical day began at 6:30 am
- Interacted with co-workers and guests all day to contribute to a well running business.
Education
Bachelor of Business Administration - Business Management
BAYLOR UNIVERSITY
Waco, Texas05.2023
Skills
- Proficient in Excel, SalesForce, and Powerpoint
- Client Relations
- Insurance Planning
- Series 6 and Series 63 licenses
- Excellent Communication
Timeline
Insurance Agent
New York Life Insurance Co
11.2023 - Current
Marketing Internship
Candela Medical
05.2023 - 07.2023
Sales Operations Internship
Candela Medical
05.2022 - 08.2022
Pool Attendant
JW Marriott
05.2021 - 08.2021
Bachelor of Business Administration - Business Management
BAYLOR UNIVERSITY
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