Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Reid Zolldan-Lam

Reid Zolldan-Lam

Grass Valley,CA

Summary

Sales-driven finance and economics graduate with expertise in client acquisition and relationship management. Demonstrated success in generating leads through proactive outreach and managing full sales cycles. Background in banking and insurance enhancing strong interest in commercial real estate and investment analysis.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

American Income Life
06.2021 - Current
  • Managed full sales cycle including prospecting, closing, and underwriting coordination
  • Conducted client consultations to assess financial needs and recommend tailored coverage solutions
  • Built and managed pipeline through high-volume cold calling, referrals, and lead generation, resulting in increased client acquisition
  • Developed long-term client relationships, leading to repeat business and increased referrals
  • Conducted trainings for new agent, improving their sales and client engagement skills

Relationship Banker

Bank of America
10.2024 - 10.2025
  • Managed relationships with retail and small business clients, identifying and addressing financial needs
  • Generated new business through proactive outreach and effective in-branch engagement
  • Collaborated with internal partners to develop and implement comprehensive financial solutions

Sales Associate

General Nutrition Center (GNC)
05.2023 - 05.2024
  • Cultivated customer loyalty through exceptional service and in-depth product knowledge
  • Increased sales by implementing upselling and cross-selling techniques
  • Recommended products tailored to customer health goals, enhancing satisfaction and loyalty

Education

Bachelor of Science - Business Finance, Economics

Sonoma State University
Rohnert Park, CA

Skills

  • Insurance Needs Analysis
  • Sales Pipeline Management
  • Cold Calling
  • Advanced Excel
  • Client Acquisition
  • Regulatory Compliance
  • Industry Trends Analysis
  • Relationship Building
  • Cash Handling
  • Client Account Management

Certification

Licensed Life & Health Insurance Agent (CA,TX, FL, GA, AL)

Real Estate License - In Progress

Timeline

Relationship Banker

Bank of America
10.2024 - 10.2025

Sales Associate

General Nutrition Center (GNC)
05.2023 - 05.2024

Life Insurance Agent

American Income Life
06.2021 - Current

Bachelor of Science - Business Finance, Economics

Sonoma State University