Chris Schultz
Punta Gorda,FL
Summary
Dynamic leader and adept Financial Professional with a proven track record with specializing in client engagement and financial services. Excelled in relationship building, leading to a broadened customer base through effective business development and referral generation. Achieved notable client satisfaction by leveraging sales skills and financial planning skills, fostering trust and loyalty. Knowledgeable on wide range of insurance and investment options, strategies, and products to maximize financial security. Top Club Presidents Cabinet producer and Million Dollar Round Table qualifier.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Financial Advisor
Modern Woodmen of America
08.2015 - Current
- Recruited and onboarded of talent individuals, creating a dynamic team environment through effective training and mentorship. Developed tailored training sessions to enhance team skills and performance, leading to improved client satisfaction and operational efficiency.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients and centers of influence in the community.
- Streamlined sales processes with efficient CRM management and optimized lead generation techniques.
- Expanded customer base through targeted personal observations, networking events, and being introduced to prospects on a favorable basis.
Finish Cabinetry Builder & Installer
Majestic Cabinetry Installation
09.2002 - 09.2015
- Laid out materials and system components to prepare for installation.
- Operated tools, equipment, and machinery according to safety standards.
- Installed complete systems at new residential and business construction sites.
- Enhanced customer satisfaction by providing timely and accurate installations.
- Trained new installers on best practices and company procedures, fostering a collaborative learning environment that strengthened overall team performance.
- Communicated quickly and accurately with supervisors about problematic sites, missed installations or other issues.
Fire Fighter / EMT
Punta Gorda Fire Department Volunteer Association
10.2010 - 07.2015
- Maintained strong knowledge of firefighting principles and suppression methods, which enabled proper decision-making in emergency situations.
- Increased firefighter skill levels by providing ongoing training sessions on new equipment use, rescue techniques, and hazardous materials handling.
- Provided critical medical assistance to injured individuals at incident scenes utilizing CPR certification and basic EMT skills when necessary.
- Maintained optimal fire station conditions by overseeing daily equipment checks, facility repairs, and inventory management tasks.
- Promoted a culture of safety within the fire department by adhering to established protocols in both routine activities and emergency situations.
Non Emergency Transporter
Ameditrans
08.2010 - 01.2013
- Warmly greeted patients and visitors and made each feel welcome.
- Developed strong working relationships with customers and coworkers through effective communication skills, contributing to a positive work atmosphere for all parties involved in the transportation process.
- Contributed to a safe work environment by consistently following safety guidelines when operating vehicles.
Education
EMT - Emergency Medical Technician - Medical
Florida South West
Punta Gorda01.2010
No Degree - Fire Fighting
Nokomis Fire Academy
Nokomis07.2008
High School Diploma -
Port Charlotte High School
Port Charlotte, FL05.2002
Skills
- Relationship building and management
- Sales expertise
- Retirement planning
- Sales and Marketing
- Client Relations
- Insurance sales
- Financial Services
- Lead Generation
- Business Development
- Prospecting - Networking
- Customer Referrals
- Client Engagement
Certification
- 215 Health, Life, Variable Annuity License
- Series 6 License - Investment Company and Variable Contracts Products Representative
- Series 63 License - Uniform Securities State Law Exam
- Series 26 License - Investment Company and Variable Contracts Products Principal
- Series 65 License - Uniform Investment Adviser Law
- FICF - Fraternal Insurance Counselor Fellow
- FFSC - Fraternal Financial Services Counselor
- CFFM - Certified Fraternal Field Manager
- MDRT - Million Dollar Round Table
Timeline
Financial Advisor
Modern Woodmen of America
08.2015 - Current
Fire Fighter / EMT
Punta Gorda Fire Department Volunteer Association
10.2010 - 07.2015
Non Emergency Transporter
Ameditrans
08.2010 - 01.2013
Finish Cabinetry Builder & Installer
Majestic Cabinetry Installation
09.2002 - 09.2015
EMT - Emergency Medical Technician - Medical
Florida South West
No Degree - Fire Fighting
Nokomis Fire Academy
High School Diploma -
Port Charlotte High School
Similar Profiles
John Hoffman IIJohn Hoffman II
Manager of IT Solutions at Modern Woodmen of AmericaManager of IT Solutions at Modern Woodmen of America
Wendi SunlinWendi Sunlin
Compensation Analyst at Modern Woodmen of America Financial FraternalCompensation Analyst at Modern Woodmen of America Financial Fraternal
Ronda SizemoreRonda Sizemore
District Agent at Modern Woodmen Of AmericaDistrict Agent at Modern Woodmen Of America