Trent Morton
Noblesville,IN
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Advisor
One Indiana
Indianapolis, IN
05.2025 - 07.2025
- Coordinating with the internal operations team to process new business, track applications, and ensure timely follow-through.
- Conducting preliminary financial needs assessments, analyzing insurance coverage, and preparing comparison illustrations.
- I explained the advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Consulted with clients to assess and meet short- and long-term financial goals.
Sales Executive Intern
AssuredPartners
Carmel, IN
05.2024 - 08.2024
- Fostered client relationships through participation in meetings and calls.
- Generated new leads and scheduled meetings via cold outreach efforts.
- Managed CRM system by updating client interactions for accuracy and accessibility.
Education
Bachelor of Science - Accounting And Finance
Purdue University
West Lafayette, IN05-2025
Skills
- Financial analysis
- CRM management
- Risk assessment
- Investment strategies
- Client relationship management
- Microsoft Excel
Certification
- Indiana Life & Health License
- SIE License
- Series 7 (Expected to complete in August)
Websites
Timeline
Financial Advisor
One Indiana
05.2025 - 07.2025
Sales Executive Intern
AssuredPartners
05.2024 - 08.2024
Bachelor of Science - Accounting And Finance
Purdue University