Luke Walthall
Financial Representative
Westfield,IN
Summary
Driven and accomplished professional with a proven track record in financial planning and client relations, honed at Northwestern Mutual. Finished #1 in the state of Indiana out of all interns and was in the top 10% of interns nationwide in the summer of 2024. Excelled in presenting information and leading client meetings, significantly enhancing client wealth. Skilled in problem-solving and organization, adept at closing sales and fostering positive customer experiences.
Overview
5
5
years of professional experience
4
4
Certification
Work History
College Financial Representative
Northwestern Mutual
Carmel, IN
05.2024 - Current
- Prepared budgets, used financial education tools, and made and led presentations for potential clients.
- Evaluated client situations and recommended optimal products to meet individual needs
- Made calls to warm leads in order to sit down and talk with the person.
- Conducted individual meetings with prospective clients to review their financials, and work with them to protect and grow their wealth
Team Member/Kitchen Supervisor
Chick-fil-A
Carmel, IN
03.2020 - 01.2024
- Maintained a clean and organized work area throughout shift.
- Monitored expiration dates on food items for freshness assurance.
- Rotated through series of different stations based on team needs.
- Facilitated training sessions for new employees on company policies and procedures.
- Addressed customer needs, responding to specific requests.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Resolved customer issues promptly in a professional manner.
Education
Bachelor of Science - Finance
Grace College
Winona Lake, IN05-2025
Skills
- Financial planning
- Closing sales
- Presenting information
- Leading meetings
- Problem-solving
- Client relations
- Organization
- Positive work ethic
Certification
- SIE
- Series 6
- Series 63
- Indiana Life and Health
- Studying Series 7
Timeline
College Financial Representative
Northwestern Mutual
05.2024 - Current
Team Member/Kitchen Supervisor
Chick-fil-A
03.2020 - 01.2024
Bachelor of Science - Finance
Grace College
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