Luke Kohart
Virginia Beach,VA
Summary
Self-motivated Financial Representative devoted to building trusting relationships with clients. Astute professional providing client support in fast-paced corporate settings.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Representative / Benefit Specialist
Haycox Financial Group
07.2017 - Current
- Analyze and report on 401(k) data to identify trends and develop strategies for improvement.
- Work with Third Party Administrators and Plan Sponsors to develop comprehensive plan designs to improve employee satisfaction and retention.
- Conduct employee education and enrollment meetings
- Benchmark plan fees
- Analyze fund lineups and suggest replacements as needed
- Manage $130 Million AUM
Financial Representative
The Frieden Agency
07.2014 - 07.2017
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships
- Met with customers to assess needs, financial status and eligibility.
- Discussed financial options with clients and provided informed suggestions.
- Worked with businesses on their employee benefit offerings.
Education
Certified 401(k) Professional Designation
UCLA Anderson School of Executive Management
Los Angeles, CA11.2022
Bachelor of Science - Communicaton
Radford University
Radford, VA05.2014
Skills
- Technological Knowledge
- Employee Relations
- Complex Problem-Solving
- ACA Standards Knowledge
- Documentation
- Microsoft Office Suite
- Customer Care
- Verbal and Written Communication
- Creative Solutions
Certification
Certified Plan Fiduciary Advisor - (CPFA)
Certified 401(k) Professional - C(k)P
Timeline
Financial Representative / Benefit Specialist
Haycox Financial Group
07.2017 - Current
Financial Representative
The Frieden Agency
07.2014 - 07.2017
Certified 401(k) Professional Designation
UCLA Anderson School of Executive Management
Bachelor of Science - Communicaton
Radford University