LUKE LU ⋅ Greenville, TX U.S. Army National Guard, Specialist ⋅ 18 years served

Luke P. Lu
6646 E. Lovers Lane #1506 Dallas, TX 75214
Mobile: 214-912-3084 Home: 469-454-8931 Email: usvetma@gmail.com

Objective: Seeking a position as an Insurance Sales Agent and Financial Advisor.

EDUCATION & CERTIFICATIONS
Charter Financial Consultant (current student) – The American College – 4/2018-Present
Master of Business Administration - University of Phoenix (3.2 GPA) – 2/2016
Bachelor of Science-Business Mgt. -University of Phoenix- (3.1 GPA) - 10/2010
Life & Health General Agent License- TX Department of Insurance, TX 2004 - Present
RELEVANT TRAINING
Financial Peace Military Edition, Djibouti Africa, 2018
Management Development Course, Djibouti Africa, 2017
Veteran Entrepreneur Program, Veteran Entrepreneur Academy, TX 2015
Certifications-Mediation and Arbitration-El Centro College, TX 2011

SUMMARY OF QUALIFICATION:
• Able to assess needs, processes, and performance and implement improvements.
• Strong communication skills with ability to deal with a diverse audience on a variety of complicated and sometimes controversial issues.
• Exceptional time management skills with the ability to balance multiple workloads and accomplish timely results.
• Active Texas Life & Health Agent License
• Master of Business Administration
• Proficient in the use of the Microsoft Suite of software to independently prepare correspondence; spreadsheets; prepare management reports; manage calendar and personal time.
• Bilingual-fluent in both English and Vietnamese
• Active U.S. Government security clearance
FINANCIAL CONSULTING:
• Developed plans by identifying extent of present coverage and investments to establish long-term goals;
• Calculated and quoted rates for immediate coverage action and long-term strategy implementation.
• Obtained underwriting approval by completing application for coverage.
• Completed coverage by delivering policy; planning future follow-up visits, and ongoing evaluations of needs.
DEVELOP & MAINTAIN CUSTOMER RELAITONSHIPS:
• Conducted presentations to diverse groups at company-sponsored gatherings. Spoke publicly to community groups on the subject of financial well-being offering strategic guidance for planning, investment, and monitoring of financial plans.
• Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determined extent of present coverage and investments; ascertained long-term goals.
• Arranged meetings, scheduled appointments and travel arrangements as requested. The challenge was to make sure records of 5,000 personnel were accurate and up to date so the service member would not lose benefits or experience delay in entitled benefits.
• Applied knowledge of best practices to negotiate through collaborative problem-solving in a positive manner with the intention of a win-win situation for all parties involved.
• Applied financial management principles through fact-finding appointments with clients, e.g., identified available resources and financial goals; assessed risk involved; analyzed benefits in both the short- and long-term; and developed a realistic plan to meet client needs.
WRITTEN AND ORAL COMMUNICATION:
• Promoted open lines of communication to ensure staff were clear on expectations, roles and responsibilities, and assigned duties.
• Prepared correspondence to document recommendations and findings relevant to financial planning information.
• Provided both written and verbal status updates to staff and informed leadership of issues requiring attention.
LEADERSHIP:
• Provided personnel and administrative management for a 2,000 personnel organization. Oversaw the full spectrum of administrative operations, systems, and programs.
• Created databases which increased accountability and efficiency of personnel actions and customer service, e.g., maintained and monitored use, distribution, and maintenance of over $100,000 in electronic equipment.
• Developed orientation, training, and counseling/mentorship programs.
• Managed personnel placement, accountability programs, and personnel records.
• Handled administrative workplace issues.
• Coordinated deployment and re-deployment of 3,600 personnel to an overseas location.
• Maintained 100 percent accountability of all personnel data and records during each phase of the cycle.
• Fostered a teamwork/open-door environment conducive to positive dialogue across the organization.
WORK HISTORY
2010 – Present Texas Army National Guard; Currently deployed to Camp Lemonnier, Djibouti
2013 – 2017 Assistant Manager Crystal Nails Spa
2004 – 2017 Associate Sales Agent World Financial Group
2005 – 2017 Security Officer Allied Universal