Lukas Manger
Cincinnati,Ohio
Summary
Dynamic financial services professional with nearly a decade of experience in fostering client relationships, facilitating discussions on insurance and annuity products, and delivering comprehensive financial planning services. Proven history of initiating high impact client outreach and cultivating deep partnerships, translating complex needs into customized financial strategies that maximize satisfaction and portfolio growth. Skilled in navigating complex financial landscapes while maintaining a strong focus on client satisfaction and retention. Committed to leveraging expertise to drive growth and enhance the overall client experience.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Superior Credit Union
Cincinnati
06.2021 - Current
- Consult with clients regarding investment, retirement, and insurance solutions
- Conduct proactive outreach and follow-ups to maintain client engagement
- Support annuity and insurance product discussions
- Facilitate account maintenance including rollovers, distributions, and beneficiary updates
- Broker Dealer: LPL Financial
Insurance Representative
Allstate Insurance
Lima
01.2017 - 01.2021
- Consulted with individuals and families to identify appropriate life, property, and casualty insurance coverage
- Built client relationships through consultative sales and ongoing service
Education
Bachelor of Science - Financial Management & Investments
Wright State University
Dayton, OH05.2016
Skills
Internal Sales Support
Advisor Relationship Development
Insurance & Annuity Knowledge
Client Relationship Management
Outbound Communication
Financial Needs Analysis
CRM Systems
Compliance Documentation
Relationship building and management
Sales expertise
Certification
- FINRA Series 7
- FINRA Series 66
- FINRA Series 6
- Life & Health Insurance License
- Property & Casualty Insurance License
Timeline
Financial Advisor
Superior Credit Union
06.2021 - Current
Insurance Representative
Allstate Insurance
01.2017 - 01.2021
Bachelor of Science - Financial Management & Investments
Wright State University