Summary
Overview
Work History
Education
Skills
Affiliations
Websites
Timeline
Generic

JUSTIN SHULTZ

Summary

Director with extensive expertise in financial operations, strategic planning, and team development, driving revenue growth and customer satisfaction. Proven track record in market expansion, graphic design, and social media engagement, enhancing online presence and client relations. Adept at using CRM and ABC software to optimize membership relations and engagement, canva and adobe suite, aiming to leverage innovative strategies for future growth. Accomplished in promoting products, evaluating financial backgrounds and meeting customer needs with a determined mentality and flexible approach. Exceptional planning, organizational, and communication strengths.

Overview

6
6
years of professional experience

Work History

Financial Representative

Bankers Life & Casualty Insurance
11.2024 - Current
  • Managed clients' financial books daily, providing Medicare knowledge and servicing plans through Anthem, Aetna, Cigna, United Healthcare, and Humana.
  • Supported clients with Med Supplement Plans, offered guidance in life insurance protection, long-term care, and critical illness knowledge.
  • Provided financial support and recommendations, assisting clients with safety nets of investing in annuities and the market in financial planning.
  • Planning and driving financial security and relief for clients for retirement.
  • Maintaining a book of business, calendar invites, and scheduling, as well as daily and weekly collaborations with other financial team members for training, continuing education, and certification upkeep.
  • Meeting and helping clients with their financial goals and needs in life, providing financial knowledge and recommendations that best fit each individual's needs.

Marketing Associate

Capital Testing
05.2019 - 10.2024
  • Manage testing and repairs of Backflow Prevention Devices, ensuring compliance and client satisfaction
  • Develop and implement market expansion strategies, optimizing pricing and project management
  • Increase business reach and project success through strategic planning and execution
  • Analyze market trends and customer feedback to drive continuous improvement and innovation through 900+ individual yearly customers, 4 HOA current contracts assisting in 80-225 homes, and 6+ plumbing and construction companies under contract.
  • Design and manage website, social media, and marketing advertising
  • Develop new B2B or B2C through residential, commercial, HOA or Business contracts
  • Manage client projects weekly, ensuring timely, high-quality completion and client satisfaction
  • Implement marketing strategies, increasing client engagement and project inquiries

PGP FINANCIAL REPRESENTATIVE

Northwestern Mutual - Post Graduate Program
03.2023 - 10.2023
  • Guided clients on financial goals, resulting in measurable satisfaction and personalized solutions
  • Designed comprehensive financial plans and strategic calendars, enhancing client engagement
  • Conducted market research to develop effective financial strategies, improving client outcomes
  • Collaborated with clients to understand needs, ensuring tailored financial recommendations

INTERNSHIP-BUSINESS MANAGEMENT

Daffodil Premium Boutique
01.2022 - 12.2022
  • Developed customer-focused promotion strategies, boosting sales and engagement
  • Managed Square POS and monthly budget, ensuring financial accuracy and efficiency with the store $350,000+ yearly revenue
  • Maintained store layout and cleanliness, enhancing customer experience and satisfaction
  • Assisted in procurement, optimizing inventory and reducing costs
  • Created social media marketing campaigns, achieving measurable engagement growth of 2-5% a month.

Education

DIGITAL MARKETING SCIENCE CERTIFICATION -

University of Virginia

Bachelor of Science - Product Merchandising

Radford University
Radford, VA

Skills

  • CRM
  • Financial Planning
  • Project Management
  • Digital Marketing
  • Market Analysis
  • Customer Engagement
  • Compliance Management
  • Graphic Design
  • Google Analytics
  • Google Ads
  • Hubspot Marketing
  • Canva Suite
  • Adobe Suite
  • Microsoft Suite
  • Financial Sales
  • Financial Regulations
  • Portfolio management
  • Debt management
  • Relationship building

Affiliations

Phi Delta Theta - Non Profit, Founded 2019 Radford University

Google Analytics, Ads, Digital Marketing, and Hubspot Certification

Northwestern Financial Planning Academy Certification

Bankers Life - CNO Financial Planning Academy Certification

Medicare Certification (Anthem, Humana, United Health, Aetna, Cigna)

Life, Health, Annuities License for Financial Products

Timeline

Financial Representative

Bankers Life & Casualty Insurance
11.2024 - Current

PGP FINANCIAL REPRESENTATIVE

Northwestern Mutual - Post Graduate Program
03.2023 - 10.2023

INTERNSHIP-BUSINESS MANAGEMENT

Daffodil Premium Boutique
01.2022 - 12.2022

Marketing Associate

Capital Testing
05.2019 - 10.2024

DIGITAL MARKETING SCIENCE CERTIFICATION -

University of Virginia

Bachelor of Science - Product Merchandising

Radford University

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JUSTIN SHULTZ