Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Sophia Smith

Minneapolis,MN

Summary

A highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Financial Representative Intern

Northwestern Mutual
Minneapolis, MN
06.2024 - Current
  • Developed and implemented financial strategies to meet clients' long-term goals.
  • Conducted client meetings to discuss financial objectives, develop action plans, and review progress.
  • Advised clients on risk management strategies utilizing insurance products such as life insurance and annuities.

Bank Teller

Bell Bank
Fargo, ND
01.2024 - 05.2024
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Maintained confidentiality of bank records, transactions and customer information.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.

Cast Member

The Walt Disney Company
Lake Buena Vista, FL
06.2023 - 01.2024
  • Greeted guests with a friendly smile and engaged in conversation to ensure they had an enjoyable experience.
  • Ensured all menu items were prepared according to restaurant standards and specifications.
  • Maintained stock levels of kitchen supplies and ingredients needed for daily operations.

Education

Bachelor of Science - Finance

Minnesota State University Moorhead
Moorhead, MN
05-2025

Skills

  • Insurance Policy Sales
  • Developing financial plans
  • Money Handling
  • Customer Relationship Management
  • Adaptable
  • Efficient time management

Certification

  • Life, Accident, and Health Insurance Licensed in MN with lines of authority in SC, KS, IA, and TX.
  • HTML certified
  • Retail Merchandising certified

Accomplishments

  • State DECA President for the 2024-2025 term
  • Dean's list for 4 consecutive semesters
  • Top 10 national DECA finalist
  • Financial Advisor spotlight of the month
  • 1st place state DECA champion for 2 consecutive years

Timeline

Financial Representative Intern

Northwestern Mutual
06.2024 - Current

Bank Teller

Bell Bank
01.2024 - 05.2024

Cast Member

The Walt Disney Company
06.2023 - 01.2024

Bachelor of Science - Finance

Minnesota State University Moorhead

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Sophia Smith