Zachery Smith
Iowa City,IA
Summary
Experienced Financial Representative and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Innovative Merchandising Manager offering 6 years of experience in leveraging technology and data to manage broad selection of merchandise. Successful in managing inventory to provide detailed data for successful purchasing selections. Proficient in using technology to drive sales with knowledge of e-commerce and online sales techniques.
Analytical Generator Mechanic committed to properly repairing, installing and maintaining generator wiring and parts. Skilled at troubleshooting mechanical and electrical issues with sound understanding of hydraulic, thermal and electrical systems.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
10.2023 - Current
- Met with clients to assess needs, financial status, and eligibility.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
Tactical Power Generation Specialist
Minnesota Army National Guard
01.2018 - 01.2024
- Performed diagnostic and troubleshooting procedures to find and identify root causes of mechanical issues.
- Replaced damaged, missing, or defective parts with new and/or refurbished components.
- Ordered repair parts quickly to prevent delays in projects and repair work.
- Inspected and tested equipment to locate worn and damaged parts.
- Measured amperage and voltage or units or components to diagnose problems using ammeters, voltmeters, and other testing devices.
- Serving as a Non-Commissioned Officer, I conjunctively led a team of soldiers and helped mentor them into better soldiers, people, and masters of their MOS.
General Merchandise/Food and Beverage Team Leader
Target
02.2022 - 08.2023
- Developed a positive work environment by fostering open communication and teamwork among staff members.
- Addressed guest concerns promptly and professionally, ensuring high levels of customer retention and loyalty.
- Reduced food waste by closely monitoring product freshness and implementing proper rotation practices.
- Improved customer satisfaction by implementing efficient food and beverage service strategies.
- Streamlined inventory management with efficient ordering and storage procedures.
- Monitored financial performance indicators to identify areas for improvement or potential growth opportunities in the business strategy.
- Established strong vendor relationships for optimal product quality and pricing negotiations.
- Enhanced team productivity by providing consistent training and development opportunities.
- Managed daily operations, including scheduling, budgeting, and employee evaluations for continuous improvement.
Team Member
Target
10.2018 - 02.2022
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Learned all required tasks quickly to maximize performance.
- Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
- Contributed to team success by completing jobs quickly and accurately.
- Maintained productive, efficient approach to all tasks.
- Developed strong customer service and product knowledge skills to enhance individual and team performance.
- Contributed to a positive work environment by consistently demonstrating professionalism, adaptability, and strong interpersonal skills.
- Increased customer satisfaction with prompt and accurate responses to inquiries, addressing concerns, and resolving issues.
- Assisted with inventory counts and stocking of merchandise.
Education
Bachelor of Arts - Business Administration
University of Maryland-Global Campus
Online12.2025
Skills
- Customer Service
- Payment plans
- Relationship Building
- Selling techniques
- Appointment Scheduling
- Cash Flow analysis
- Sales expertise
- Retirement planning
- Wealth Management
- Financial Planning
- Leadership
- Equipment Repair/Mechanical Expertise
Certification
- Life Insurance Producers License
- Accident & Health Producers License
- Long-Term Care Producers License
- Military Basic Leadership Training
Timeline
Financial Representative
Northwestern Mutual
10.2023 - Current
General Merchandise/Food and Beverage Team Leader
Target
02.2022 - 08.2023
Team Member
Target
10.2018 - 02.2022
Tactical Power Generation Specialist
Minnesota Army National Guard
01.2018 - 01.2024
Bachelor of Arts - Business Administration
University of Maryland-Global Campus
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