LUKE WRIGHT
Finance
Chester,SC
Summary
Financial professional with proven track record of delivering impactful results in client financial planning and investment strategies. Demonstrates strong team collaboration and adaptability, ensuring reliable performance in fluctuating environments. Skilled in financial analysis, customer relationship management, and compliance with regulatory standards. Known for effective communication, problem-solving abilities, and results-driven mindset.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
Founders Federal Credit Union
Columbia, SC
04.2025 - Current
- Guided clients through financial product selection, ensuring alignment with individual goals and objectives.
- Analyzed client portfolios to recommend strategic adjustments based on market trends and performance metrics.
- Developed comprehensive financial plans, incorporating risk management and investment strategies for diverse clientele.
- Collaborated with team members to streamline processes, enhancing operational efficiency within branch services.
Car Sales Associate
Honda Cars of Rock Hill
Rock Hill, SC
09.2020 - 04.2025
- Drives sales growth through personalized customer interactions, showcasing Honda’s latest models and features to match client needs and preferences.
- Consistently meets and exceeds monthly sales targets, contributing to dealership’s revenue goals while maintaining high customer satisfaction ratings.
- Analyzes market trends and competitor offerings to refine sales strategies, ensuring competitive edge in local automotive market.
- Implements creative marketing techniques to attract new clientele, leveraging social media and community events to boost brand visibility and sales.
Insurance Agent
State Farm
Chester, SC
10.2022 - 06.2023
- Drove insurance sales growth, optimized client portfolios, and exceeded revenue targets. Implemented data-driven strategies to enhance customer retention rates.
- Built strong relationships with clients and team members. Provided comprehensive insurance solutions, adapting to diverse customer needs and market trends.
- Conducted in-depth risk assessments, analyzing client data to recommend tailored insurance packages. Utilized market insights to refine product offerings.
- Guided clients through claims processes, ensuring prompt resolution. Delivered exceptional customer service, maintaining high satisfaction rates and client loyalty.
Education
High School Diploma -
Legion Collegiate Academy
Rock Hill, SC05-2020
Some College (No Degree) -
University of South Carolina- Lancaster
Lancaster, SC05-2020
Skills
- Customer Service
- Communication
- Time Management
- Problem-solving
- Conflict Resolution
- Team Collaboration
- Coachable
- Customer relationship management
Timeline
Financial Services Representative
Founders Federal Credit Union
04.2025 - Current
Insurance Agent
State Farm
10.2022 - 06.2023
Car Sales Associate
Honda Cars of Rock Hill
09.2020 - 04.2025
High School Diploma -
Legion Collegiate Academy
Some College (No Degree) -
University of South Carolina- Lancaster