LOGAN DAVIS
Tampa
Summary
Dynamic financial advisor with a strong track record in client acquisition, consultative sales, and relationship management. Expertise in presenting complex financial solutions and driving revenue growth while delivering exceptional client service in competitive markets. Results-driven professional with a proven ability to exceed performance goals, demonstrating resilience and motivation in achieving success. Committed to fostering long-term client relationships and providing tailored financial strategies that align with individual needs.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Advisor
Florida Financial Advisors
11.2024 - Current
- Drive business growth by consistently acquiring new clients through proactive prospecting, cold calling, and networking.
- Manage and expand client portfolios by delivering tailored financial strategies across wealth management, retirement planning, and risk management.
- Conduct quarterly client reviews and presentations, strengthening trust and long-term relationships.
- Exceed performance goals by leveraging consultative sales techniques and strategic follow-ups.
- Ensure compliance with regulatory standards while managing sensitive client information.
Financial Representative Intern
Northwestern Mutual
05.2024 - 09.2024
- Assisted in developing personalized financial plans for clients, focusing on insurance and retirement strategies.
- Partnered with senior advisors to evaluate portfolios and recommend strategic adjustments.
- Conducted prospecting and follow-up meetings to enhance client engagement and retention.
- Built a foundation in consultative sales, financial planning, and client relationship management.
Education
Bachelor of Arts (B.A.) - Finance
University of Findlay
Findlay, OH12.2024
Skills
- Sales strategy development
- Lead prospecting
- Relationship management
- Effective negotiation skills
- Effective product demonstrations
- Goal setting
- Resilience under pressure
- Quality assurance
Certification
- Series 65 - NASAA
- Securities Industry Essentials - FINRA
- Life and Health Insurance License - Ohio Department of Insurance
Timeline
Financial Advisor
Florida Financial Advisors
11.2024 - Current
Financial Representative Intern
Northwestern Mutual
05.2024 - 09.2024
Bachelor of Arts (B.A.) - Finance
University of Findlay