Lukas Swan
Kempton,Indiana
Summary
Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
2
2
years of professional experience
Work History
Financial Advisor
One Indiana Financial Group
06.2021 - Current
- Daily training sessions with Chief Development Officer
- Gained Life and Health Certification through the State of Indiana
- Met with my own clients to establish and assist with asset allocation, wealth distribution and management, investments, long-term care, and business planning
- Learned how to plan cases and operate our Future Value Calculator
The Floor Store
05.2020 - 08.2020
- Customer Relations/Instillation/Sales, Conversed with customers on the phone and in person daily
- Ordered flooring and supplies
- Installed carpet and performed measurement estimations
- Met with clients in their homes to find solutions to their wants and needs
Education
Bachelor of Arts Degree - Business Management & Marketing
Franklin College
05.2022
Academic Honors Degree -
Tipton High School
Tipton, IN05.2018
Skills
- QuickBooks, Excel, PowerPoint, Microsoft Outlook, Sales, Customer Service,
- Problem Solving, Verbal and Written Communication, Project Planning and
- Management, Critical Thinking, Zoom, Microsoft Teams, Leadership
- Financial Knowledge
- Sales Expertise
- Prospecting Skills
Affiliations
Member of Sigma Alpha Epsilon Fraternity (4 Years)
Sigma Alpha Epsilon House Manager and Health and Safety Manager (2 Years)
Franklin College Economics/Business/Accounting Club (4 Years)
Timeline
Financial Advisor
One Indiana Financial Group
06.2021 - Current
The Floor Store
05.2020 - 08.2020
Bachelor of Arts Degree - Business Management & Marketing
Franklin College
Academic Honors Degree -
Tipton High School
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