Trevor Voss
Peoria,AZ
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
St Louis, MO
11.2021 - 02.2024
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement.
- Used life and disability products in my clients financial plans.
- Served as a middle man for the commercial health insurance company Caravus.
Sales Manager
C3Logix
Cleveland, OH
03.2020 - 12.2020
- Researched potential customers using various sources such as public records, web searches.
- Resolved customer complaints regarding sales and service.
- Worked on internal changes used to make the product more covenant for the client.
Education
Finance -
Millikin University
Decatur, IL01-2022
Skills
- Client Relations
- Making Insurance Decisions
- Risk Assessment
- Relationship Building and Management
- Ethical Standards
- Pipeline Management
Affiliations
- Enjoy playing and competing in team or individual sports. As a former college athlete I like to keep my competitive spirit alive.
Certification
- Life and health insurance license.
Accomplishments
- Elite new rep of the year.
- Power of 10.
- SLIAC first team all conference honors.
References
References available upon request.
Timeline
Financial Advisor
Northwestern Mutual
11.2021 - 02.2024
Sales Manager
C3Logix
03.2020 - 12.2020
Finance -
Millikin University
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