Shane Fuoco
Yuba City
Summary
Dynamic professional with extensive experience in client relationship building and retirement planning. As a Sales Manager at North West Exteriors, I consistently exceeded sales targets, leveraging strong problem-solving skills and expertise in investment management. Proven ability to develop customized solutions that align with clients' financial goals and enhance satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Health, Life and Retirement Specialist
Self Employed
01.2017 - Current
- Educate seniors on their health and retirement options, as well as their Medicare benefits though sit down consultations and group settings such as seminars.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Built long-term relationships by delivering customized retirement strategies aligned with clients' life goals and financial plans.
Maintenance Technician and Supply Specialist
Environmental Heating and Air Solutions.
05.2022 - 12.2024
- Performed electrical and mechanical repairs of production equipment to minimize downtime.
- Order all parts for inventory and for the pending jobs in a timely maner.
- Inspected and maintained equipment to keep items in top working condition.
- Followed work orders and specifications for machine and equipment replacement, repair, or maintenance.
- Completed daily, weekly, and monthly checklists on building equipment to maintain records of scheduled maintenance procedures.
- Completed partial or full dismantling of equipment to quickly repair or replace defective components and restore functionality.
Sales Manager
North West Exteriors
04.2015 - 02.2017
- Set appointments for windows consultation.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Assign territories to the crew to meet sales expectations.
Sales Agent
West Corporation
03.2012 - 06.2014
- Handled high volume of inbound calls per shift to offer callers product and service information and generate quotes.
- Responded to customer requests, offering excellent support and tailored recommendations to address communication equipment needs.
- Met customer call guidelines for service levels, handle time and productivity.
- Educated customers about billing, payment processing and support policies and procedures.
- Surpassed monthly and quarterly sales targets by an average of 130 lines of service, consistently ranking among the top performers.
Education
High School Diploma -
Mesa Verde
Citrus Heights, CA06-2004
Skills
- Client relationship building
- Portfolio diversification
- Investment management
- Retirement planning
- Life Insurance Sales (Term, Whole, Universal)
- Retirement Planning Solutions
- Annuity Products (Fixed, Indexed, Variable)
- Long-Term Care & Disability Insurance
- Teamwork and collaboration
- Problem-solving
- Salesforce
- Microsoft Excel
Certification
Life License
Accident License
Health License
Timeline
Maintenance Technician and Supply Specialist
Environmental Heating and Air Solutions.
05.2022 - 12.2024
Health, Life and Retirement Specialist
Self Employed
01.2017 - Current
Sales Manager
North West Exteriors
04.2015 - 02.2017
Sales Agent
West Corporation
03.2012 - 06.2014
High School Diploma -
Mesa Verde
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