Summary
Overview
Work History
Skills
Certification
Accomplishments
References
Languages
Timeline
Generic

Zulema Santana

Seattle,WA

Summary

Dedicated and results-driven professional with a proven track record in General Management, Financial Advisory, and Massage Therapy. Seeking opportunities to leverage a diverse skill set across multiple fields to contribute to organizations success. Service-focused General Manager dedicated to delivering positive customer experiences to promote loyalty and repeat business. Orchestrates optimal resource utilization to handle expected operational needs. Sales leader with sound judgment, good planning abilities and interpersonal communication strengths.

Overview

15
15
years of professional experience
1
1
Certification

Work History

General Manager

StretchLab
01.2023 - Current
  • Successfully managed two StretchLab locations, achieving $1 million in net sales for first location's first year
  • Led team of 25, optimizing operational efficiency and ensuring exceptional customer experiences
  • Spearheaded strategic improvements, fostering increased customer satisfaction, retention, and overall business performance
  • Organized and executed networking pop-up events, contributing to community engagement and brand visibility.
  • Managed diverse team of professionals, fostering positive work environment and high employee satisfaction.
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
  • Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.

Primerica Financial Representative

Primerica
01.2013 - Current
  • Acquired and maintained active licenses in life insurance, Series 6 & 63, and SIE
  • Achieved top recruiter and salesperson status, earning awards for outstanding performance
  • Advised clients on insurance, investments, and retirement planning
  • Developed effective financial strategies tailored to clients' goals.
  • Met with customers to assess needs, financial status, and eligibility.
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Supported continuous improvement efforts within organization by participating in training programs, workshops, and industry conferences.
  • Enhanced team performance by sharing industry insights, best practices, and constructive feedback during weekly meetings.
  • Established effective communication channels between internal departments, fostering collaboration on key projects and initiatives.
  • Mentored new hires, resulting in stronger staff development and increased productivity.
  • Provided one-on-one mentoring to help individuals reach their full potential within organization.
  • Enhanced trainee engagement through interactive workshops and hands-on activities.
  • Delivered dynamic presentations to facilitate learning and retention among diverse audiences.
  • Improved employee performance by designing and implementing effective training programs.

Massage Therapist

Independant Contractor
01.2009 - 01.2021
  • Practiced various massage modalities, maintained loyal client base, and collaborated with insurance companies
  • Conducted medical billing and managed day-to-day operations, contributing to overall success.

Skills

  • Leadership and Team Management
  • Strategic Planning and Implementation
  • Business Development
  • Sales and Marketing
  • Operations Management
  • Financial Planning and Analysis
  • Budgeting
  • Insurance Sales
  • Investment Management
  • Client Relationship Management
  • Training and Development
  • Various Massage Modalities
  • Medical Billing
  • Organizational and Communication Skills
  • Leadership and team building
  • Problem Resolution
  • Team Player
  • Staff Development
  • Client Relations
  • Schedule Management
  • Staff Motivation
  • Customer Retention
  • Strategic Planning
  • Vendor relationships
  • Employee Development
  • Consistently meet goals
  • Staff Training
  • Microsoft Word Mastery
  • Google Docs proficiency

Certification

  • Life Insurance License [WA,OR]
  • Series 6 - Investment Company and Variable Contracts Products Representative
  • Series 63 - Uniform Securities Agent State Law Examination
  • Securities Industry Essentials (SIE) License
  • Licensed Massage Therapist [Renton Technical College], [Renton, WA] [2009]

Accomplishments

  • Consistently exceeded sales targets, contributing to overall company growth.
  • Successfully managing both locations, achieving significant sales milestones.
  • Awarded "Top Recruiter of the Year" and "Top Salesperson in the State."
  • Consistently exceeded performance metrics, demonstrating commitment and excellence in client service.

References

Available upon request.

Languages

Spanish
Native or Bilingual

Timeline

General Manager

StretchLab
01.2023 - Current

Primerica Financial Representative

Primerica
01.2013 - Current

Massage Therapist

Independant Contractor
01.2009 - 01.2021

Similar Profiles

CREATE PROFILE
Zulema Santana