Sales Life Insurance

Conrad Carter Jones

760-***-**** ************@*****.***

OBJECTIVE

To obtain a position in sales management at a mortgage company in San Diego, CA .

PROFILE

• Proven passion and proficiency for mortgage sales, highly organized – 16 years in mortgage origination.

• Ability to originate and close challenging mortgages.

• Strong knowledge of: Social Media, Microsoft Office, Calyx Point, Excel, Keynote, and SEO.

• Extensive use of Mortgage Coach™ client presentation software.

EXPERIENCE

Sales & Marketing:

Implemented Custom Customer Relationship Management (CRM) model, increased profitability 37%.

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Member of the Sandler Sales Institute, President’s Club.

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As mortgage marketing professional, consistently made a 400+% return on direct mail; 1100% on print ads.

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Bought Internet leads to create business; developed business from inception to full operation.

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Counseled clients on credit repair and transitioned them into 30 year fixed conventional mortgage.

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Management/Supervision:

• Skillfully directed recruitment and retention of loan officers.

• Effectively trained, supervised and evaluated staff, and coached on improving sales skills.

• Managed team that broke the company record of 92 closed loans in one month, with only ten loan officers.

• Successfully refined and implemented new radio, print and direct mail programs.

EMPLOYMENT

Internet Marketing Consultant: Homes.com San Diego, CA 2011 - 2012

Consulted real estate agents. Maintained consistent top position on sales floor of 60 consultants.

Financial Planner: Wealth 1 One San Diego, CA 2010 - 2011

Provided retirement planning solutions with tax advantaged “private” retirement plans.

Composed direct response retirement marketing articles placed in the La Jolla Village News to introduce this

unique concept to potential clients.

Loan Officer: Mortgage 1 One, Wealth 1 One Denver, CO 1999 - 2009

Originated commercial and residential mortgages. Specialized in underwriting loans for small business owners.

Life Insurance Agent: Life Quotes, Inc. Evergreen, CO 1995 - 1998

Exceeded long-standing record for “most applications signed in one day”.

Wrote Term Life Insurance policies. Company was successfully sold to a publically traded firm.

Branch Manager: Cornerstone Financial Group, Inc. Prior:

Trained and supervised L.O. staff; broke company record of 97 loans with just 10 L.O.s in small market.

Loan Officer: Terra Funding, Inc. Denver, CO

Top Producer. Great company to work for.

Loan Officer: WorldWide Financial, Inc. Chicago, IL

Originated FHA and VA loan programs.

EDUCATION & LICENSING

Northwestern University: Evanston, IL. Ranked #12 of all Colleges and Universities U.S. World & News Report.

Bachelor of Science Degree: Communication Sciences and Sociology, Additional Studies: Economics

NMLS: Passed National. Passed State of CA test with a 90%

Life Insurance License: CA, CO, TX and WY

Certified Financial Planning (CFP): CO

Yacht & Ship Salesperson License: CA

HONORS & AWARDS

Scholarship Award: Four-year full scholarship – Northwestern University, IL.

Published Author: Wrote personal finance related articles for Denver Daily News.

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