Zach Perez
About Zach Perez
Zach Perez serves as a Sales Director at Mutual of Omaha, where he has worked since 2023. He has a background in financial advising and has held positions at Northwestern Mutual and Edward Jones, demonstrating strong skills in customer relationship development and effective communication.
Work at Mutual of Omaha
Zach Perez has been serving as the Sales Director at Mutual of Omaha since 2023. In this role, he is responsible for overseeing sales strategies and driving revenue growth in Waukesha, Wisconsin. His focus includes developing new customer relationships and enhancing client engagement, leveraging his extensive experience in the financial services sector.
Previous Experience at Northwestern Mutual
Prior to his current role, Zach Perez worked at Northwestern Mutual as a Financial Advisor from 2020 to 2021. During his one-year tenure in Delafield, Wisconsin, he developed skills in client relationship management and financial planning, contributing to his overall expertise in the sales industry.
Background at Edward Jones
Zach Perez began his career as a Financial Advisor at Edward Jones, where he worked for four years from 2009 to 2013 in Grafton, Wisconsin. This early experience laid the foundation for his skills in financial advising and client engagement, which he has continued to build upon in his subsequent roles.
Education and Expertise
Zach Perez holds two Bachelor of Business Administration (B.B.A.) degrees from the University of Wisconsin-Milwaukee. He studied Finance and Financial Management Services, as well as Marketing. His educational background supports his strong skills in presentation, negotiation, and closing deals, which are essential in his roles within the sales industry.
Current Role as Sr. Field Digital Engagement Specialist
In addition to his position at Mutual of Omaha, Zach Perez has been working at Northwestern Mutual as a Sr. Field Digital Engagement Specialist since 2021. This role involves enhancing digital engagement strategies and improving client interactions, further showcasing his commitment to personal and professional excellence.