Summary
Overview
Work History
Education
Skills
Timeline
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Zachary Franklin

Aurora,CO

Summary

Results-oriented sales professional with a proven track record of driving revenue growth and cultivating strong relationships. Motivated team player committed to contributing to a distinguished organization that values dedication and hard work. Detail-oriented with a strong focus on enhancing productivity and expanding profit channels through strategic partnerships and exceptional service.

Overview

11
11
years of professional experience

Work History

Financial Services Advisor

Yield Solutions Group
08.2021 - 09.2024
  • Assisted call-in customers with questions and orders. Approximately 100-500 inbound/outbound calls per day.
  • Consistently met or exceeded sales targets by effectively promoting company's financial products and services, by relating customer's needs.
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Streamlined financial planning processes for improved efficiency and effectiveness in advising clients.
  • Maintained up-to-date knowledge of regulatory requirements, keeping clients compliant while maximizing returns.
  • Negotiated favorable terms for clients when working with third-party providers such as banks or insurance companies.
  • Collaborated with cross-functional teams to develop innovative solutions for unique client challenges.
  • Increased client satisfaction by providing accurate and timely financial advice tailored to individual needs.
  • Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
  • Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of their WHY.

Owner/Operator

Myzer LLC
02.2019 - Current
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Discovered areas of improvement by generating quarterly operational and sales reports.
  • Aligned branding initiatives and sales strategies with client goals.
  • Managed day-to-day business operations.
  • Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.

General Manager

Green Sativa
01.2016 - 09.2020
  • Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
  • Implemented operational strategies and effectively built customer and employee loyalty.
  • Reduced costs, managed delivery schedules and performed risk analysis to improve overall profitability.
  • Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
  • Formulated policies and procedures to streamline operations.
  • Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
  • Implemented robust inventory management systems to optimize stock levels and minimize waste/costs associated with excess product storage.
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
  • Developed and implemented strategies to increase sales and profitability.

Store Manager

AJS Holdings
05.2013 - 01.2016
  • Coached sales associates in product knowledge and specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
  • Managed store employees successfully in a fast-paced environment through proactive communication and positive feedback.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Increased member count and daily sales averages by over 30%

Education

High School Diploma -

Falcon High School
Peyton, CO
05.2010

Skills

  • Sales oriented
  • Relationship and Team Building
  • Portfolio Management
  • Call Control
  • Integrity and Transparency
  • Business Planning
  • Strong Work Ethic
  • Dependable
  • Customer service
  • Negotiation

Timeline

Financial Services Advisor

Yield Solutions Group
08.2021 - 09.2024

Owner/Operator

Myzer LLC
02.2019 - Current

General Manager

Green Sativa
01.2016 - 09.2020

Store Manager

AJS Holdings
05.2013 - 01.2016

High School Diploma -

Falcon High School
Zachary Franklin