Luke Phillips

INSPiRING the world to think differently about money

Role
Financial Services Professional at Inspire Financial Group
Location
Tulsa, OK, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Luke Phillips

BE ORGANIZED - BE PROTECTED - BE A WORLD CLASS SAVER - BE DEBT FREE I provide an…

Experience

  1. Financial Services Professional

    Inspire Financial Group

    Jul 2016 — Present · Tulsa, OK, US

    We at INSPiRE Financial Group believe everyone in life has 5 areas to continually get better at each day to continue to be successful: Relationships with family & friends, their career, their financial balance, their physical and spiritual well being. We get to directly help with the financial area which we believe directly affects the other four areas through our specialists approach, independent chassis, and our cutting edge technology. We help people grow wealth, preserve wealth, then turn the wealth into income to distribute and enjoy over a lifetime all while being tax efficient. Registered Representative of Park Avenue Securities LLC (PAS). OSJ:15303 North Dallas Parkway, Suite 550, Addison, TX 75••••••••85. Securities products offered through PAS, member FINRA, SIPC.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. INSPiRE Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

Education

  • Metro Christian Academy

    HS

    1996 — 1999

  • Oklahoma State University

    BS, Marketing

    1999 — 2003

Skills

  • Strategic Planning
  • Sales Operations
  • Finance
  • Customer Service
  • Sales Process
  • Cold Calling
  • Training
  • Account Management
  • Salesforce.com
  • Sales Management
  • B2b
  • Marketing
  • Leadership
  • Direct Sales
  • Sales
  • Email Marketing
  • Employee Benefits
  • Contract Negotiation
  • Selling
  • Management
  • Team Building
  • Marketing Strategy

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Luke Phillips — Financial Services Professional at Inspire Financial Group in Tulsa, OK, US | Unifers