Kyle Drovdal
Grand Forks
Summary
Reliable employee with proven leadership skills, knows how to work in a team, and provide excellent customer service. Result- and task-oriented, looking for a role that provides opportunities for growth and development. Motivated financial planning professional with a client-first mindset, and a passion for solving complex problems. Possess strong analytical skills for assessing potential investment shortfalls and risk exposure, as well as customer service abilities to ensure client satisfaction. Demonstrated ability to contribute positively to team objectives and client relationships, bringing a blend of technical knowledge and interpersonal skill set to any financial setting.
Overview
1
1
year of professional experience
1
1
Certification
Work History
College Financial Representative
Northwestern Mutual
Grand Forks
02.2025 - Current
- In the College Financial Representative role, I worked within my warm market to set introductory meetings and learn about the needs of prospective clients.
- Utilized all software available to me in order to build plans, track activity, and document processes with clients.
- Gained experience in financial planning and solution-based selling.
Insurance Intern
Marsh McLennan Agency
Grand Forks
05.2024 - 08.2024
- Shadowed colleagues in various departments throughout the business, including Business Insurance and Employee Health and Benefits salesmen, Accountants, and colleagues in various service roles
- Completed a focus project developing marketing material directed towards educating client’s employees about their benefits packages during the pre-enrollment process
- Used several applications such as Microsoft Office, Salesforce, Applied Epic, and LenAI, MMA’s AI tool available across the company
- Received sales and leadership development training from regional leaders in the company.
Education
BBA - Managerial Finance and Accounting
University of North Dakota
Grand Forks, ND12-2025
Skills
- Sales
- Financial analysis
- Financial planning
- Risk assessment
- Client relationship management
- Compliance monitoring
- Experienced in Microsoft Office applications
- Able to work independently or within a team
- Proven leadership abilities
- Effective communication
- Analytical thinking
References
- Kasey Fleming, HR and Office Coordinator, kasey.fleming@MarshMMA.com, 701.787.3201, Marsh McLennan Agency, Grand Forks, ND
- Samantha Lower, Senior Human Resources Generalist, samantha.lower@MarshMMA.com, 360.298.4844, Marsh McLennan Agency, Fargo, ND
- Isaac, Burger, Car Wash Manager, 701.541.6133, Simonson Car Wash, Grand Forks, ND
- Kyler, Crissler, RV detailing supervisor, 701.550.7246, Capital RV, Minot, ND
Certification
- Securities Industries Essentials/Series 7/Series 63 (CRD: 8009143)
- North Dakota Accident and Health, Life and Annuity (NPN: 21422648)
Timeline
College Financial Representative
Northwestern Mutual
02.2025 - Current
Insurance Intern
Marsh McLennan Agency
05.2024 - 08.2024
BBA - Managerial Finance and Accounting
University of North Dakota
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