Summary
Overview
Work History
Education
Skills
Timeline
Generic

Zachary Cotton

Rocklin

Summary

I am from Rocklin, CA. Currently a Life Insurance Agent with extensive experience in customer service and cash handling as well as sales. Proven ability to build lasting client relationships and improve retention through effective communication. Skilled in managing sensitive information and training new team members, ensuring a welcoming environment while maximizing operational efficiency and professionality. I thrive in face paced environments along with creating a healthy communicative team work space. I am currently looking to seek a long-lasting career in the financial area to become a professional banker.

Overview

6
6
years of professional experience

Work History

Cashier/Cook

Jim Boys Taco's
08.2019 - 02.2021
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Built relationships with customers to encourage repeat business.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Restocked and organized merchandise in front lanes.
  • Learned and understood how every item of food was made.

Busser/FoodRunner

Yard House
03.2022 - 01.2023
  • Worked quickly, always communicated with servers and management to always find a new task to be done.
  • Always pacing around finding newly left tables to ensure to minimize wait times for incoming customers.
  • Always kept great communication with Bartenders to make sure we are working efficiently.
  • Worked To-Go orders and handled cash.

Barback

Yard House
03.2022 - 01.2023
  • Restocked ice, condiments and glasses to help other team members.
  • Collected trash, wiped up spills around the bar area to make sure all customers felt comfortable.
  • Replaced empty kegs and soda syrups and utensils
  • Always kept great communication with Bartenders to make sure we are working efficiently.
  • Worked with shipment and signing off on orders while over-looking a team handling and restocking.

Barback/Support

Huntress RMD
02.2023 - 07.2023
  • Coordinated with servers and bartenders to maintain the smooth operation of the bar area.
  • Restocked glassware, cleaned tables, and organized supplies to meet demanding trading periods throughout the shift.
  • welcomed customers and provided friendly, knowledgeable service.
  • Replace empty kegs and soda syrups.
  • Handled the cash checkouts of the register every night before the shift close.

Labor

Embers Protection Services
08.2023 - 10.2023
  • Loaded, unloaded, and moved material to and from storage to worksites.
  • Maintained and prepared work areas by cleaning and straightening for productivity and safety.
  • Performed PVC installation and fixed leaks and breaks in pipes.
  • Trenching the appropriate areas to lay the PVC
  • Learned soldering copper piping for sprinkler products up to 2 1/2 ".
  • Handled shipment and orders from delivery trucks and pick-up sites.

Pest Control Sales Manager

Hawx Pest Control
01.2024 - 07.2024
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies working Door-to-Door sales.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Learned and studied objections to overcome during sales process to provide suitable products for clients.
  • Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.

Life Insurance Agent

Bankers Life and Casualty
08.2024 - Current


  • Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies and directed them to a financial planner.
  • Improved client retention rates by offering tailored policy recommendations that met their unique requirements and goals.
  • Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
  • Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
  • Created appointments through Warm-Leads and Cold-Leads calling and in-person visits.
  • entrusted with handling bank information along with social security numbers and various other sensitive personal information.
  • Created a trusting and friendly environment conducted within my in-person appointments
  • Carefully analyze clients needs and goals by using a Needs Analysis form
  • Learned and understood every policy to be able to provide and accurately sell the correct policy and answer questions and concerns from the client.

Education

High School Diploma -

Whitney High School
Rocklin, CA
06.2022

Skills

  • Communication/Teamwork
  • Cash handling
  • Entrusted with variety of clients sensitive personal information
  • Learning and studying to ensure full understanding to be able to answer all questions and concerns
  • Quality and time management control
  • Constantly enduring new task to maximize efficiency and sense of urgency in the work environment
  • Learned to create a personalized agenda to ensure efficiency during sales appointments formed to clients needs and goals
  • Created a friendly and safe environment to help the clients feel welcomed and comfortable
  • Lead prospecting and creative marketing
  • Client retention and open and fast communication
  • Learned and earned to be in a position of team leadership and helped train new hires and/or new agents
  • Learned to create viable and trusted referrals to financial planners

Timeline

Life Insurance Agent

Bankers Life and Casualty
08.2024 - Current

Pest Control Sales Manager

Hawx Pest Control
01.2024 - 07.2024

Labor

Embers Protection Services
08.2023 - 10.2023

Barback/Support

Huntress RMD
02.2023 - 07.2023

Busser/FoodRunner

Yard House
03.2022 - 01.2023

Barback

Yard House
03.2022 - 01.2023

Cashier/Cook

Jim Boys Taco's
08.2019 - 02.2021

High School Diploma -

Whitney High School

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Zachary Cotton