Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Jessie Schultz

Boerne,TX

Summary

Dynamic leader with a proven track record in managing and growing personnel, meeting sales and operations goals, and fostering client relationships. Strong communication, negotiation, and problem-solving skills paired with the ability to develop strategic business plans. Demonstrated success in driving revenue growth and improving customer satisfaction rates.

Overview

14
14
years of professional experience

Work History

Account Executive, Advisor

Quest Benefits Northwest
Portland, OR
03.2022 - Current
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Provided timely customer service support to resolve any issues quickly and efficiently.
  • Collaborated with cross-functional teams such as finance, operations, legal, and marketing to identify new opportunities for growth.
  • Maintained accurate records of all sales activities using CRM software systems.
  • Advised customers on best practices regarding product usage or maintenance procedures.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Drove sales of company products and services by meeting with customers using strategic and organized approach.
  • Produced sales documents, finalized deals and filed records.

Life Coach

Forging Diamonds
Portland, OR
10.2020 - 12.2022
  • Developed and implemented individualized life coaching plans for clients.
  • Facilitated group workshops to help individuals identify and achieve their goals.
  • Provided guidance on how to make decisions around career choices, relationships, and other life changes.
  • Conducted one-on-one sessions with clients to discuss progress towards goals and strategies for improvement.
  • Created actionable plans that empowered clients to take ownership of their lives.
  • Helped individuals build self-confidence by exploring potential abilities, strengths, and weaknesses.
  • Educated clients on healthy lifestyle practices such as nutrition, exercise, stress management.

F. Executive Senior Sales Director

Mary Kay
Dallas, TX
10.2010 - 09.2020
  • Directed sales teams, ensuring seamless communication and collaboration.
  • Oversaw recruitment processes for sales teams
  • Spearheaded initiatives to enhance leadership and employee development
  • Provided guidance, mentoring and training support to entry-level sales personnel.
  • Identified areas for improvement within the organization's existing processes and procedures.
  • Organized trade shows, conferences and other events geared towards increasing brand awareness.
  • Presented sales proposals to prospective customers to build new opportunities.
  • Built relationships with customers and industry professionals to establish long-term business growth.
  • Developed and promoted weekly, monthly and quarterly sales objectives.

Education

Bachelor of Arts - Cognitive Psychology

George Fox University
Newberg, OR
05-2010

Skills

  • Operations
  • Staff Management
  • Customer Relations
  • Business Development
  • Pipeline Management
  • Performance Tracking
  • Progress Reporting
  • Compelling Sales Presentation

References

References available upon request.

Timeline

Account Executive, Advisor

Quest Benefits Northwest
03.2022 - Current

Life Coach

Forging Diamonds
10.2020 - 12.2022

F. Executive Senior Sales Director

Mary Kay
10.2010 - 09.2020

Bachelor of Arts - Cognitive Psychology

George Fox University
Jessie Schultz