Summary
Overview
Work History
Education
Skills
Certification
References
Awards
Timeline
Generic

Lorenzo Vergara

Hoffman Estates,Illinois

Summary

Dynamic Financial Advisor at Northwestern Mutual with a proven track record in managing over $10 million in AUM and achieving sales of over $50 million in life insurance. Leveraging strong financial analysis and relationship-building skills, I excel in identifying client needs and driving successful investment strategies. Adaptable and results-oriented, I thrive in high-pressure environments.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Advisor

Northwestern Mutual
Elgin
10.2023 - Current
  • Advised clients on investment strategies that best suited their individual needs and goals.
  • Identified the financial needs of clients through effective questioning and listening techniques.
  • Met activity and production targets that met personal and company goals.
  • Made over 20,000 cold and warm calls in under a year.
  • Manage over $10 million in AUM, and sold over $50 million of in-force life insurance.
  • Performed financial analysis to identify trends, variances and opportunities for improvement.

Sports Information Director

Brownsburg High School
Brownsburg
08.2022 - 07.2023
  • Brand and social media management
  • Website management
  • Created content for website updates, social media posts, and other digital communications
  • Organized photo shoots featuring athletes or coaches for use in print publications or online galleries
  • Analyzed audience engagement metrics across multiple platforms to measure success of campaigns

Marketing Intern

Lumavate LLC
Carmel
06.2022 - 02.2023
  • Write SEO pillar pages, sub-pillar pages, and blog posts optimized for targeted
  • Curated social media content and managed accounts to increase engagement
  • Assisted in marketing strategy implementation to drive customer acquisition, engagement, and retention
  • Displayed trends on graphs and visual aids to present conclusions to supervisors
  • Conducted market research to identify trends and opportunities and provided insights to support marketing strategy and planning

Education

Bachelor's degree - Sports Communications

Butler University
Indianapolis, Indiana
05.2023

Skills

  • Sales Experience
  • Grit
  • Financial analysis
  • Time Management
  • Creativity
  • Active listening
  • Adaptability
  • Relationship building

Certification

  • Life and Health Insurance
  • Securities and Industry Essentials
  • Series 6
  • Series 63

References

References available upon request

Awards

New Client Leader for Month of April 2024

Timeline

Financial Advisor

Northwestern Mutual
10.2023 - Current

Sports Information Director

Brownsburg High School
08.2022 - 07.2023

Marketing Intern

Lumavate LLC
06.2022 - 02.2023

Bachelor's degree - Sports Communications

Butler University

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Lorenzo Vergara