Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Languages
Interests
Quote
Work Preference
Work Availability
Software
Timeline
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Scott M Schulze

Scott M Schulze

HOLT,MO

Summary

Dynamic IFBB Pro Bodybuilder and seasoned Financial Advisor with a proven track record at Allmax Supplements and NPC. Excelled in high-stress environments, mastering client relations and financial portfolio management. Demonstrates exceptional teamwork, problem-solving abilities, and a commitment to continuous learning and brand promotion. Achieved significant client loyalty through outstanding customer service and strategic investment advice. Sales professional with solid track record in driving revenue growth and enhancing customer satisfaction. Adept at building strong client relationships, leveraging product knowledge, and implementing effective sales strategies. Strong focus on teamwork and adaptability ensures consistent achievement of goals in dynamic environments. Skilled in communication, problem-solving, and time management. Highly experienced Trainer known for exemplary team-building and project oversight skills. Gifted at working with all types of personalities. Performance history of developing strong collaborative relationships and delivering impressive results.

Overview

18
18
years of professional experience
1
1
Certificate
1
1

Series 7

1
1

Series 63

1
1

Series 24

1
1

Insurance Cert

Work History

IFBB Pro Bodybulder

Allmax Supplements
01.2012 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • As A professional had to travel the world to compete and as one of Nutrition Allmax representatives to promote their brand and products. We were not allowed tp halve an "off moment". We are always on.

Sales Associate & Manager

Forethought Insurance Group
04.2016 - 06.2016
  • Instructed and showed other coworkers who were new to the business. Taught colleagues how to cold call, how to take rejection lightly, how to close on definite deals. etc.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Pounded the phones looking for new clients. We weren't allowed to get off the phones until we had each reached 100 clients.
  • Built customer loyalty and retention by delivering excellent investment and insurance experiences.
  • Prioritized helping customers over completing other routine tasks in store.
  • Participated in team meetings and training sessions regularly for continuous professional development within the retail industry.

Financial Advisor, Financial Executive/Owner

NPC (National Planning Corporation)
01.2007 - 02.2015
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped with asset allocation according to their personal risk and risk tolerance ( or perceived risk tolerance)
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Assisted clients with budgeting and cash flow management.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets. I also Fostered strong relationships with product wholesalers and other area advisors to assist our thousands of prospective clients.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.

Education

Bachelor of Arts - Sport And Fitness Management

Missouri State University
Springfield, MO

High School Diploma -

Truman High School
Independence, MO
05-1997

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Flexible and adaptable
  • Time management

Accomplishments

  • Achieved a more cohesive and flawless workflow by introducing Retail Software for tp the financial firm for almost all tasks. Redtail was a robust CRM that could do about anything and made us as advisors look like greatness in front of our clients on a daily basis.
  • Supervised team of 8 staff members, which wasn't always easy but they were wort!


  • Achieved record braking AUM of 130 Million by completing our conversion from a standalone tax office and another standalone investment office. BY combining both our businesses really took off from with accuracy and efficiency, and financially speaking

Affiliations

  • IFBB Pro League, The Kearney Dept of Commerce

Certification

ACE Personal Training Certification

Registered Dietician

IFBB Professional Bodybuilder

Personal Trainer

AED Specialist

CPR certified


Languages

English
Full Professional

Interests

Im obsessed with AI anything I love reading about it, talking about it, or just watching movies on the topic

  • Outdoor Recreation- I love hiking, basketball, float trips, or just sitting outside It resets my mind
  • I enjoy sketching and drawing, which helps improve my creativity and attention to detail I love abstract art Anything art gets my interest
  • Music- Im into , Reggae, Rap, Metal, and so much in between

Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Work Preference

Work Location

On-SiteRemote

Important To Me

Career advancementWork-life balanceCompany CultureFlexible work hoursHealthcare benefitsPaid sick leaveStock Options / Equity / Profit SharingPersonal development programs

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

Microsoft Word

Redtail Technology

Microsoft suite

Timeline

Sales Associate & Manager

Forethought Insurance Group
04.2016 - 06.2016

IFBB Pro Bodybulder

Allmax Supplements
01.2012 - Current

Financial Advisor, Financial Executive/Owner

NPC (National Planning Corporation)
01.2007 - 02.2015

ACE Personal Training Certification

Registered Dietician

IFBB Professional Bodybuilder

Personal Trainer

AED Specialist

CPR certified


Bachelor of Arts - Sport And Fitness Management

Missouri State University

High School Diploma -

Truman High School
Scott M Schulze