Summary
Overview
Work History
Education
Skills
Timeline
Generic

Carson Ultis

Houston,Texas

Summary

A sales professional with proven ability to drive client satisfaction and revenue growth. Leveraged strategic account management and relationship-building to achieve significant business outcomes. Known for collaborative leadership and adaptability in dynamic markets, bringing skills in client communication and sales strategy to team.

Overview

5
5
years of professional experience

Work History

Account Executive

Goosehead Insurance
2025.09 - Current
  • Cultivated strong client relationships to drive customer retention and satisfaction.
  • Analyzed client needs to provide tailored insurance solutions, enhancing policyholder experience.
  • Collaborated with underwriting team to ensure accurate risk assessments and coverage recommendations.
  • Developed and delivered presentations on insurance products to educate clients and prospects.

Financial Advisor (Intern)

Northwestern Mutual
2025.01 - 2025.06
  • Prepared presentations on results of analysis projects for both internal and external audiences.
  • Brought in new clients by generating leads through word of mouth, cold calling, and local marketing.

Front Desk Receptionist

Crunch Fitness
2024.07 - 2024.12
  • Kept clean, organized, and well-stocked checkout areas.
  • Answered incoming calls, directed them to appropriate personnel, and took messages.

Cashier

Treebeards
2021.02 - 2024.01
  • Resolved guest issues by working with customer service leaders and area managers to meet individual needs.
  • Bagged, boxed or wrapped products for customers.

Server

Guadalajara
2022.05 - 2022.08
  • Provided exceptional customer service by addressing and resolving guest concerns or complaints.

Education

Bachelor of Science - Business

University of Arkansas
Fayetteville
2025-05

Skills

  • Customer Service
  • Client relationship building
  • Pipeline management
  • Relationship building and management
  • Technical Trained
  • Microsoft Teams

Timeline

Account Executive

Goosehead Insurance
2025.09 - Current

Financial Advisor (Intern)

Northwestern Mutual
2025.01 - 2025.06

Front Desk Receptionist

Crunch Fitness
2024.07 - 2024.12

Server

Guadalajara
2022.05 - 2022.08

Cashier

Treebeards
2021.02 - 2024.01

Bachelor of Science - Business

University of Arkansas