Dan Schultz Email & Phone Number

Eagan, Minnesota, Us

- Devised a comprehensive four-week onboarding program resulting in enhanced revenue for sales reps within the initial three months of commission.- Conduct sales skills sessions for various legal segments aligned with the FindLaw product vertical, delivered both in live in-person and virtual settings to facilitate onboarding and ongoing learning.- Generated data-driven reports to monitor and aid sales representatives, enabling the identification of training needs and remedial interventions using Tableau, PowerBI, and Salesforce.- Created and led 90-minute sessions during National Sales Meeting, engaging over 150 sales and service representatives.- Create and deliver workshops focused on key competencies, objection resolution, tactical empathy, value messaging, and negotiations.- Collaborate with cross-functional teams to identify training needs and design tailored programs.- Evaluate training effectiveness through feedback, testing, and performance metrics.

- Working with banks and credit unions to enhance their sales, service, and coaching efforts. Offering train-the-trainer courses, sales, service, and coaching tools and activities, and training content.- Collaborates with institutions to prepare for rollout/implementation and provides additional support post-rollout.

Nashville, Tennessee, Us

- Designed and facilitated sales skills training sessions for sales representatives through live and virtual eLearning formats, supporting both onboarding and ongoing development for sales and support teams.- Played a key role in revamping the enterprise sales process to improve efficiency and effectiveness.- Collaborated across business segments to deliver coaching and certification for demo specialists via the Demo2Win learning program.- Partnered with data analytics teams to identify improvement opportunities within the Salesforce sales process, focusing on increasing close rates and maintaining strong Salesforce hygiene.- Supported sales reps and leaders by optimizing the use of enablement tools such as Clari, High Velocity Sales, and SalesReach.io to streamline sales workflows.- Monitored key sales velocity indicators to identify at-risk representatives and provided targeted training or support to improve performance.

Toronto, On, Ca

- Collaborated with stakeholders across 13 verticals to deliver impactful sales training and tools, driving revenue growth for client-facing sales teams.- Developed and implemented coaching initiatives, strategies, and objectives to enhance sales team performance.- Provided support across all segments, with a specialization in Legal and Digital Marketing. Expertise included SaaS, cloud-based solutions, and hardware products in legal, tax, accounting, and project management domains.- Certified Trainer in Demo2Win, a SaaS sales demo methodology, training and coaching over 150 sales representatives to improve demo effectiveness and outcomes.

New York, Ny, Us

Play-by-play and color commentator for high school and college sports. Sports of interest hockey, football, and basketball.

Atlanta, Georgia, Us

- Project manager, representing the Agency, during the acquisition by Assurant that led to the name and branding transition from Green Tree Insurance Agency to Assurant Insurance Agency (February-August 2017), and the converting the phone system from a third-party to Assurant’s in-house system (February-April 2019).Coordinated with several departments, spread across the country and nationwide vendors to achieve sales success impacting over 2.4 million mortgages.- Developed new-hire training course material for Rapid City, SD agency using a university-style format.- Led and managed outbound email, direct mailing, and telemarketing campaigns for new business acquisitions.- Served as a member of the Global Learning Council.

Saint Paul, Mn, Us

- Developed comprehensive new hire and sales training materials tailored for the Rapid City, SD agency, ensuring seamless onboarding and equipping staff with essential skills for success.- Designed and coordinated multi-channel marketing campaigns, including outbound email, direct mail, and telemarketing, aimed at acquiring new business and expanding market reach.- Led the management of special process and procedure projects within the agency, streamlining operations and enhancing overall efficiency.

Maple Grove, Minnesota, Us

- Fostered a sales and service culture by providing training and instruction using in-person, live online, podcasts, and live and recorded eLearning delivery channels.- Doubled the penetration figures on GAP and increased MBP in the first year of coaching.- Led the search and final recommendation for implementing a new Learning Management System (BVS). - Designed and evaluated curriculum for staff to ensure compliance within an LMS.- Created and facilitated leadership training for managerial and suite level executives.

Falcon Heights, Mn, Us

Sought out, trained, coached, managed and facilitated the Preferred Way of Selling sales program.Featured speaker at the 2011 National Profit Stars Conference (Synapsys) regarding the rollout and successful onboarding of the customer relationship management (CRM) program.Directed, trained, and facilitated the indirect outbound telephone sales program.Managed the rollout, training, and implementation of the Net Promoter Score.Increased cross-selling penetration on non-interest income products each year.Presenter at the National ProfitStars Conference 2011. Facilitate the Net Promoter Score member service program.Certified Instructor for the Preferred Way of Selling and Integrity Sales

Saint Paul, Minnesota, Us

High performing sales consultant with deposit, loan, mortgage, and insurance products.Excelled as a payment protection seller for consumer loans. Resolve credit report inquiries and assist members in correcting CCCU reporting.Completed continuing education in Credit Union Sales, Advanced Lending, Consumer Lending, Member Service, Credit Union Accounting, and Professional Development.Develop new training procedures and assistance for CCCU employees.

San Francisco, California, Us

Market new and existing retail products to current and prospective customers.Work with team members to create unified front for marketing and product solutionsCreate solutions of retail banking products to current and prospective customers.Answer questions and resolve customer-related service issues.Manage customer relationships giving advice on financial and credit services.

Minneapolis, Minnesota, Us

Develop new season ticket and ticket package accounts.Develop new group ticket accounts.Responsible for game-day duties and meet with existing accounts.Develop new strategies for marketing to new accounts and meet existing account's needs. Make cold calls to businesses and residential prospects and receive prospective inquiries.Produce and edit radio broadcasts.Interview players and coaches for radio productions.

Bachelor Of Arts (B.A.), Broadcast Journalism

Education record

Project Management