Lucas Lundy
Carmel,IN
Summary
Dynamic and adaptable professional with a strong foundation in financial analysis, risk assessment, marketing, and insurance principles. Proven expertise in sales and client relations, along with strategic decision-making abilities that drive business performance and create lasting relationships. Committed to leveraging analytical skills and industry knowledge to deliver impactful solutions in fast-paced environments.
Overview
5
5
years of professional experience
Work History
Sales Agent
BankersLife
Pendleton, IN
06.2024 - Current
- Licensed in Life and Health Insurance
- Licensed in Long Term Care Insurance
- Top Rookie in Q2-Q3 sales
- Collaborated with team members and senior agents to enhance sales strategies
- Conducted in depth consultations to evaluate customers’ financial goals and risk tolerance
Formal chair, Social chair
Alpha Tau Omega Fraternity
Muncie, IN
11.2022 - 11.2024
- Formal chair, Alpha Tau Omega Fraternity, Muncie, IN
- Social chair, Alpha Tau Omega Fraternity, Muncie, IN
Crew Member/Cook
Culvers
Westfield, IN
05.2023 - 08.2023
- Crew Member/Cook, Culvers, Westfield, IN
Treasurer
Alpha Tau Omega Fraternity
Muncie, IN
08.2021 - 05.2022
- Treasurer, Alpha Tau Omega Fraternity, Muncie, IN
Education
Bachelor of Science - Business Finance
Ball State University
Skills
- CRM Software
- Risk assessment
- Influencing skills
- Project management
- Microsoft Office
- Innovative and visionary
- Marketing expertise
Timeline
Sales Agent
BankersLife
06.2024 - Current
Crew Member/Cook
Culvers
05.2023 - 08.2023
Formal chair, Social chair
Alpha Tau Omega Fraternity
11.2022 - 11.2024
Treasurer
Alpha Tau Omega Fraternity
08.2021 - 05.2022
Bachelor of Science - Business Finance
Ball State University
CONTACT
- Lucas.Lundy123@yahoo.com
- Linkedin.com/in/lucas-lundy-a85b36273
- 317-764-8234
- Carmel, IN 46033