Service Representative Agent
Resume:
Zachary Schefman
To overcome challenges, develop unique solutions to multi-faceted problems,
and work with great people.
Farmington Hills, MI 48336
****.********@*****.***
Experience
Primerica Financial Services, 3001 W. Big Beaver, Ste. 200, Troy, MI — Representative, Owner
march 2014 - PRESENT
Analysis - Accurately collect client information
Planning - Provide investment strategy and actionable steps that are congruent with clients values using data to inform the decisions. Compliance - Maintain accounts & ensure compliance with all applicable state and federal laws as a fiduciary.
Hungry Howies, 35103 Grand River Ave., Farmington, MI, 48335 — General Manager
February 2019 - March 2022
Daily Operations - Opening, closing, prep, production, food & sta safety. Inventory Accounting - Ordering, unloading, rotation, daily audits. Team Management- Scheduling, interviewing, hiring of new team members and training.
Customer Service - Build customer relationships through trust & excellent service and product.
Marketing - Merchandising & the implementing of promotional material. Jewish Senior Life, 15000 W. 10 Mile Rd., Oak Park, MI, 48237
— Driver
March 2012 - March 2015
Scheduling- Manage schedules for the transportation of up to 48 passengers and cargo daily, as well as vehicle maintenance.
Safety - Ensure adhere to enhanced safety standards Multi-Tasking - keeping passengers and their cargo organized during overlapping trips
Education (highest completed)
Lahser High School, Bloomfield Hills, MI — Degree
1999 - 2004
High School Diploma
Professional Licenses
Series 6
Series 63
Variable Annuities
Life Insurance
Skills
Problem solving
Interpersonal
communication
Attention to detail
Goal oriented
Critical thinking
Quick learner
Patience
Areas of Study/Focus
History, Finance, Arts,
Politics, Storytelling, Food,
Gaming, Energy Technology.
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