
Zully DiLascio
driving business growth through strategic scheduling solutions for financial professionals


Timefficient, LLC is the financial industry’s most effective scheduling and territory management firm. We help financial wholesalers achieve outstanding sales production and exceed revenue targets by maximizing weekly appointments with top producers. Timefficient schedulers provide cost-effective, strategic scheduling and marketing support services that increase sales opportunities in large geographical territories, and reduce the amount of time clients spend planning sales meetings. Additionally, Timefficient has established relationships with target contacts and firms across the U.S. that can greatly benefit new wholesalers trying to build territories. Founded in 2008, Timefficient schedulers have become trusted partners to wholesalers at firms such as:-Protective Life Insurance Co.-Nationwide-The Smith Companies (a Capitas Partner)-Direxion Funds-New York Life Insurance Co.-Guardian Life Insurance Co.For a fraction of the cost of a full-time administrator, Timefficient scheduling coordinators will:- Work with wholesalers on a territory rotation plan to maximize time with their best producers- Develop appointment strategies using zoning technology to optimize time with clients/prospects and minimize travel time- Schedule and confirm meetings of all types, including individual and phone meetings, seminars and large-group meetings - Enhance customer data with continuous contact information and call history updates- Deploy Mass Mailings and Email Campaigns with key product information - Assist with travel arrangements and expense reports- Send thank you notes, birthday cards and cards of concern (additional fee)For information on how Timefficient’s professional staff and proven business methods can drive your sales to the next level, contact me at: [email protected] or (803) 547-0779.Visit our website: www.timefficient.com
Zully DiLascio is a highly experienced professional with 15.9 years of work experience. She possesses a diverse skill set including CRM, marketing, retirement planning, time management, and strategic planning. Based in Fort Mill, South Carolina, Zully is the President of Timefficient, LLC, a financial industry's most effective scheduling and territory management firm. She helps financial wholesalers achieve outstanding sales production and exceed revenue targets by maximizing weekly appointments with top producers. Zully has established relationships with target contacts and firms across the United States, allowing her to benefit new wholesalers.
United States
Business Consulting and Services
Birmingham,Alabama,United States
Protective has helped people achieve protection and security in their lives for 115 years. Through its subsidiaries, Protective helps more than 12 million people protect what matters most. Protective’s more than 3,700 employees put people first and deliver on the company’s promises to customers, partners, colleagues and communities — because we’re all protectors. With a long-term focus, financial stability and commitment to doing the right thing, Protective Life Corporation, a wholly owned subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), has grown to about $132 billion in assets, as of Dec. 31, 2021. Protective is headquartered in Birmingham, Alabama, and supported by both robust virtual workforce and core sites in Cincinnati and St. Louis. For more information about Protective, visit www.protective.com.
Crm
Marketing
Retirement Planning
Time Management
Strategic Planning
New Business Development
Insurance
Territory Management
Marketing Support
Sales Force Development
Outlook
Email Marketing
Calendar Management
Establishing Strategic Partnerships
Customer Experience
Microsoft Outlook 2010
Manage Calling Campaigns
Calendaring
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