ZACHARY SHULTIS
Thousand Oaks,CA
Summary
Obtain a position with a reputable company that allows personal growth and professional advancement. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
11
11
years of professional experience
Work History
Sales Associate
Catalina Structured Funding
03.2022 - Current
- Identified customer financial service needs to prepare proposals and sell services.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Trained and developed new sales team associates in products, selling techniques and company procedures.
Insurance Agent
New York Life Insurance Company
01.2021 - 07.2021
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
College Football Assistant/Coordinator
Multiple Universitites
01.2013 - 12.2022
- Delegated responsibilities to staff members and made final decisions on implementation strategies.
- Ran staff meetings and supplied team members with detailed reports to best move forward with upcoming workloads.
- Wrote and delivered copies of daily schedules for all team members.
- Created a team-first approach.
Education
Master’s Degree - Liberal Arts & Science
San Diego State University
Bachelor of Science Degree - Political Science
California Lutheran University
Skills
- Marketing Strategy Development
- New Client Acquisition
- Consultative Sales Approach
- Client Needs Analysis
- Quote Information
- Client Account Management
- Working under deadlines
- Microsoft Office (Excel/Teams/Word), PowerPoint, Visio, WebEx, Zoho, Zoom
- Social Media Marketing
Timeline
Sales Associate
Catalina Structured Funding
03.2022 - Current
Insurance Agent
New York Life Insurance Company
01.2021 - 07.2021
College Football Assistant/Coordinator
Multiple Universitites
01.2013 - 12.2022
Master’s Degree - Liberal Arts & Science
San Diego State University
Bachelor of Science Degree - Political Science
California Lutheran University
Similar Profiles
Jessica ShamrellJessica Shamrell
Account Executive at Catalina Structured Funding, Inc.Account Executive at Catalina Structured Funding, Inc.
Chelsea MacChelsea Mac
Account Executive at Catalina Structured FundingAccount Executive at Catalina Structured Funding
SAMUEL FRANCOISSAMUEL FRANCOIS
Road Construction Worker at Structured SolutionsRoad Construction Worker at Structured Solutions
Brandon GaldamezBrandon Galdamez
Security Staff Leader at Gavin De Becker & AssociatesSecurity Staff Leader at Gavin De Becker & Associates
Al HayesAl Hayes
Partner at Spartan Media PartnersPartner at Spartan Media Partners