Luke Miller
American Fork
Summary
Annuity Service Specialist with a strong focus on customer service and lead generation. Ability to engage customers, understand their needs, and resolve issues effectively.
Overview
1
1
year of professional experience
Work History
Annuity Service Specialist
Fidelity Investments
Salt Lake City
11.2024 - Current
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Help Customers with Planning needs by asking appropriate questions, discerning needs and sending leads to our planners.
- Assisted on our lead committee team to help the department with lead generation, and lead quality.
Education
Finance
Wilmington University
New Castle, DESkills
- customer service
- Human connection and empathy
- Sales focused
- problem solving
- work well with others
Timeline
Annuity Service Specialist
Fidelity Investments
11.2024 - Current
Finance
Wilmington University