Luke Rucinski
Houston,TX
Summary
Motivated hard worker. Natural ability to work with peers. Experienced in leadership roles. Strives in leading others and guiding a team to success. Retains information quickly and delivers information effectively and efficiently. Creative thinker and problem solver while being understood by others with efficient and dynamic communication skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Internal Wholesaler II
Corebridge Financial
Houston, TX
01.2024 - Current
- Partnered with my external wholesaler to support one of the firm’s highest-producing annuity territories, consistently exceeding quarterly and annual sales targets.
- Cultivated and strengthened relationships with financial advisors through outreach, personal follow-ups, and value-driven conversations—resulting in increased advisor engagement and repeat business.
- Drove significant growth in annuity sales, with a strong emphasis on index annuity strategies, by clearly articulating product positioning, market opportunities, and client suitability.
- Delivered timely, tailored illustrations and case specific support to help advisors effectively present solutions to clients and close business.
- Acted as a valuable resource for advisors, providing market insights, product education, and sales ideas to deepen partnerships and expand market share.
- Collaborated closely with my external wholesaler to identify territory opportunities, execute strategic business plans, and ultimately surpass overall territory production goals.
- Maintained a high level of activity and responsiveness, balancing inbound requests with proactive business development to maximize territory growth.
Financial Professional
Equitable
Dallas, TX
08.2023 - 01.2024
- Worked under senior advisors to coordinate in-person and virtual meetings with prospective clients
- Developed and retained personal relationships with clients
- Gained knowledge of customer accounts and suitability
- Learned how to assess various client situations and goals
- Successfully generated new leads through in-person meetings and cold calls
Inside Sales Specialist
Foamtec International
Waco, TX
01.2023 - 05.2023
- Assisted the company's life science division in their sales processes
- Work alongside a small team providing beneficial products to life science companies around the world
- Learned how to initiate meaningful sales-driven conversation with potential consumers
Lead Canvasser
CAMELBACK STRATEGY, Mclennan County Precinct
Waco, TX
04.2022 - 09.2022
- Reported to the Governor Greg Abbott Campaign
- Initiated the hiring of over 50 employees
- Formulated daily political reports
- Advanced communication and improvisation skills
- Learned the basics of United States Political Campaigning
Guest Services/Shift Lead
TOPGOLF
Greenville, SC
01.2018 - 01.2019
- Facilitated employee to customer communication
- Focused on presenting the Topgolf rules to guests
- Promoted and reinforced the ‘Topgolf way’ throughout the facility
- Evaluated the needs of guests and acted promptly
- Given the first ever “Associate of the Month” award at Greenville, SC location
- Promoted to shift lead within first 2 weeks of work
Education
High School Diploma -
Southside Christian School
Simpsonville, SCBachelor of Arts - Political Science, International Studies
BAYLOR UNIVERSITY
Waco, Texas05.2023
Skills
- Relationship management with financial advisors
- Sales strategy and territory management
- Lead generation and prospecting
- Advisor education and product training presentations
- Written correspondence and proposal development
- Resilience in a fast-paced sales environment
Certification
- Texas Life and Health Insurance License
- SIE
- Series 7
- Series 63
Languages
Chinese (Mandarin)
Limited Working
Timeline
Internal Wholesaler II
Corebridge Financial
01.2024 - Current
Financial Professional
Equitable
08.2023 - 01.2024
Inside Sales Specialist
Foamtec International
01.2023 - 05.2023
Lead Canvasser
CAMELBACK STRATEGY, Mclennan County Precinct
04.2022 - 09.2022
Guest Services/Shift Lead
TOPGOLF
01.2018 - 01.2019
Bachelor of Arts - Political Science, International Studies
BAYLOR UNIVERSITY
High School Diploma -
Southside Christian School