Preston Schultz

• Promoted and sold value-added products, including:

- Precious Metals promoted and sold gold, silver, and platinum.

- Products promoted and sold government-minted coins and 24K Goldback notes.

• Promoted and sold value-added financial services, including:

- Third-party depository storage for secure, rapid buy/sell transactions.

- Precious metals IRA accounts for tax-advantaged investing and retirement.

- Delivery for peace of mind.

- Gold and silver leasing programs to enhance liquidity and maintain market volatility.

- Linked debit card solutions for precious metal-backed spending. –

- Zero-spread exchanges on established accounts up to $10,000.

• Managed outbound sales efforts, dialing 250+ leads daily to qualify prospects and generate new business opportunities.
• Consulted with potential clients and clients to discuss and facilitate the purchase of government-minted gold, silver, and platinum legal tender coins, as well as innovative specie legal tender products like 24K GoldBack notes.
• Expanded market reach by leveraging personal networks and attending professional events, including partnering with spouse’s networking functions to promote products and services.
• Achieved and exceeded sales targets by building trust-based relationships and delivering tailored financial solutions to individual and institutional clients.
• Negotiated prices, terms of sales, and service agreements.
• Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
• Utilized CRM tools effectively to manage client information and track progress for forecasting and pipeline management.
• Set up appointments with potential customers to promote new products and services.

• Promoted and sold value-added products, including:

- Precious Metals promoted and sold gold, silver, and platinum.

- Products promoted and sold government-minted coins and numismatic coins.

• Promoted and sold value-added financial services, including:

- Delivery for peace of mind and intrensic value.

• Learned and discussed with potential buyers and clients numismatic coins, the history of each coin and it's rarity.
• Gathered, organized and input information into digital database.
• Did 1 call promotional calls using their payment methods and registered & insured & tracked USPS shipping method.
• Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
• Managed outbound sales efforts, dialing 250+ leads daily to qualify prospects and generate new business opportunities.
• Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
• Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
• Communicated with clients and customers to gather, provide and share updated information on products and services.
• Maintained CRM database systems to track and analyze operational data.

• Started a new separate e-commerce company for the main retail investment company, Treasure Coast Bullion.
• Promoted and sold value-added products, including:

- Precious Metals promoted and sold gold, silver, platinum, and palladium.

- Products promoted and sold generic bars, generic rounds, government-minted coins, numismatic coins, and 24k Goldback notes.

• Promoted and sold value-added financial services, including:

- Third-party depository storage for secure, rapid buy/sell transactions.

- Precious metals IRA accounts for tax-advantaged investing and retirement.

- Delivery for peace of mind.

• Managed all phone service, networks, and computers.
• Deep understanding of the chosen e-commerce platform and website platforms managing and building (Shopify, Magento, WordPress/WooCommerce, etc.) including features, limitations, and customization options.
• Understanding using HTML, CSS, and JavaScript to interpret code and effectively communicate with developers.
• Experience with CRM's, managing them, and how important it is managing data for data management and analysis.
• Experience in managing and marketing funnel marketing, website forms, and advertising forms.
• Experience managing and marketing Google business, AdWords, search, analytics, and shopping.
• Experience managing and marketing social media for YouTube, Facebook, Instagram, Twitter, and LinkedIn.
• Experience integrating third-party APIs (payment gateways, shipping carriers, marketing tools) into the e-commerce platform.
• Reduced software development timeframes by identifying bottlenecks and optimizing the development process.
• Mentored junior staff in best practices for IT project management, fostering a culture of continuous improvement within the team.
• Answered marketing and website sales calls for sales and inventory status.

• Promoted and sold value-added products, including:

- Precious Metals promoted and sold gold, silver, platinum, and palladium.

- Products promoted and sold generic bars, generic rounds, government-minted coins, and numismatic coins.

• Promoted and sold value-added financial services, including:

- Finance physical precious metals as high as 3:1.

- Third-party depository storage for secure, rapid buy/sell transactions.

- Precious metals IRA accounts for tax-advantaged investing and retirement.

- Delivery for peace of mind.

- In-store pickup customers could come directly to the office for pickup rather than dealing with delivery issues.

• Managed CRM and all data.
• Built and managed predictive dialer call centers.
• Managed and marketed all Google, AdWords, search, and analytics.
• Managed all phone service, networks, and computers.
• Managed and marketed all social media accounts.
• Mentored and trained junior and senior account executives, fostering a positive work environment and encouraging professional growth.
• Increased account retention by building strong relationships with clients and addressing their needs promptly.
• Built charts and managed stockcharts.com for sales reps, potential customers, and customers.
• Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
• Consistently met or exceeded monthly sales quotas through diligent prospecting efforts and effective closing techniques.

• Merged with Treasure Coast Bullion.
• Promoted and sold value-added products, including:

- Precious Metals promoted and sold gold, silver, platinum, and palladium.

- Products promoted and sold generic bars, generic rounds, and government-minted coins.

• Promoted and sold value-added financial services, including:

- Finance physical precious metals as high a 3:1.

- Third-party depository storage for secure, rapid buy/sell transactions.

- Precious metals IRA accounts for tax-advantaged investing and retirement.

- Delivery for peace of mind.

• Managed CRM and managed all data.
• Managed inbound and outbound leads and customers.
• Called all customers for risk management.
• Help with auditing by Florida and CFTC.