Luke Woolbright, Chfc® Email & Phone Number

Similar job duties as before. Specialists also take on some specific specialist only cases, and there is an emphasis on team training tasks as well.

 Own 3-5 cases daily where I examine current client portfolios and insurance holdings and collaborate with IARs to determine what insurance solution, if any, is in the best interest of their clients. Conduct 40-60 virtual meetings per month alongside IARs in which I educate clients on proposed products and how they fit within their financial plan, making best interest recommendations when appropriate. Complete 40+ account opening applications per month on a two-day turnaround from client meeting while exceeding standards for quality control.

 Proactively prospected (called) 40-50 RIA or hybrid broker-dealer advisors daily to create new relationships for our firm. Exceeded sales goals 4 out of the 5 quarters I was performing sales duties in this role. Collaborated daily with external sales representatives and RIAs to create sales collateral and conduct client presentations for our 3 different product offerings. Conducted and provided analysis of approximately 300 life insurance and annuity products currently held by clients with other carriers and created comparisons to products we offered for both financial professional and client use.*Endorsements and recommendations received from my connections were not solicited and they did not receive any form of compensation.*

Louisville, Kentucky, United States

Louisville Metropolitan Area

New Albany, In

Through this internship I was blessed to work with many great people who helped me develop as a leader, professional, and man. I was given the opportunity to speak 10-15 times to groups ranging from 250-400+ people, as well the opportunity to prepare class material and teach classes to smaller groups on a weekly basis. Through individual studies and visits and I also formed deep relationships that I will always value.

Greater Minneapolis-St. Paul Area

At Northeast church of Christ I had the valuable experience of relocating to a city I'd never visited and quickly forming new relationships. I grew as a speaker by preaching weekly to groups of 150-250 people, and as a teacher by teaching 1-3 classes a week to groups of 5-80 people of all different ages. I was afforded the opportunity to write 23 articles throughout the summer that were published in the weekly bulletin, and I was given many opportunities to both lead others, and to be led by some great men and teachers whose guidance was invaluable.

Bachelor Of Science - Bs, Biology, General, 3.35

Activities and Societies: Bible Study IUS | Indiana University Southeast | 2016-2017With the help of a few friends, we launched.

Bachelor Of Science - Bs, Biology (Chemistry Minor). Degree Finished At Ius.

Activities and Societies: Student Athlete | Western Kentucky | 2013-2015I was one of three walk-on athletes on a team of 40+ athletes. It.