Joshua Schaaf
Erie,PA
Summary
Looking for a career to help support the growth and profitability of an organization that provides a challenge, encourages advancement and rewards achievement with the opportunity to utilize my education, experience, skills and proven abilities in a professional environment.
Overview
7
7
years of professional experience
Work History
Construction Laborer
Advanced Gutter Systems
11.2023 - Current
- Gathered waste and trash from job sites for placement in refuse containers to keep job sites clean and organized.
- Assisted in minimizing project delays resulting from inclement weather conditions by working diligently to protect materials and equipment from exposure damage.
- Strengthened relationships with clients through professional demeanor, clear communication about project status updates or concerns encountered during construction phases.
- Helped with erecting scaffolding and ladders.
- Worked independently in fast-paced environment while meeting productivity and quality expectations.
Sales Specialist
Data Verify
02.2022 - 10.2023
- Promoted to sales department January 2023 and worked multiple roles as a sales specialist and customer service specialist.
- Negotiated contracts with clients and developed relationships with key personnel.
- Worked closely with marketing teams to develop targeted campaigns that supported sales initiatives.
- Developed and delivered engaging sales presentations to convey product benefits.
- Provided ongoing support to existing clients, maintaining a high level of satisfaction and encouraging repeat business.
- Increased sales revenue by developing and implementing strategic sales plans.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Retirement Specialist
Bankers Life Insurance
08.2019 - 01.2022
- Conducted comprehensive reviews of client portfolios to ensure optimal asset allocation for risk tolerance and growth potential.
- Increased client base by conducting informative seminars and workshops on retirement planning strategies.
- Studied financial documents to identify potential areas needing improvement.
- Developed customized financial plans for clients, addressing their specific needs and goals for a comfortable retirement.
- Licensed to sell life insurance policies, extended care policies, and annuities. License expires August 2022.
- Assisted senior citizens with their Medicare policies to best suit their specific needs.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Assistant Manager
Finish Line, Inc
09.2017 - 07.2019
- Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Managed senior-level personnel working in marketing and sales capacities.
- Conducted employee performance evaluations, providing constructive feedback for growth and development.
- Responsible for determining the best products for each customer based their needs and affordability.
- Created employee schedules to align coverage with forecasted demands.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Education
Bachelor of Science - Marketing
Edinboro University of Pennsylvania
Edinboro, PA05.2020
High School Diploma -
Girard High School
Girard, PA06.2014
Skills
- Territory Growth
- Sales Training
- Closing talents
- Competitor Analysis
- Customer Referrals
- Market Trends Monitoring
- Investment Consulting and Planning
- Analytical Thinking
- Presentation Development
- Optimizing performance
- Market Analysis
Accomplishments
Name of Qualification / Achievement: Promotion
Date of Achievement: 01/2023
Additional Info:
After working at Data Verify for under 10 months, I was promoted to the job title of Sales Specialist in January 2023.
Name of Qualification / Achievement: Top Rookie Agent Recognition
Date of Achievement: 07/2020
Additional Info:
I was awarded and recognized for my outstanding sales as a 1st Year Rookie Agent, being in the top 5 most number of sales at a company seminar in Cleveland in July 2020.
Name of Qualification / Achievement: Licensing
Date of Achievement: 09/2019
Additional Info:
Became licensed to sell life insurance policies, extended care policies, health insurance and annuities.
Timeline
Construction Laborer
Advanced Gutter Systems
11.2023 - Current
Sales Specialist
Data Verify
02.2022 - 10.2023
Retirement Specialist
Bankers Life Insurance
08.2019 - 01.2022
Assistant Manager
Finish Line, Inc
09.2017 - 07.2019
Bachelor of Science - Marketing
Edinboro University of Pennsylvania
High School Diploma -
Girard High School
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