Sales Customer Service
Resume:
Jonathan P Knight
* ***** ****** ( Worcester, MA 01602 ( **********@*******.*** (
Sales Management
Strategic Sales Planning / Market Expansion / Relationship Management
Goal-driven, tenacious sales and management professional demonstrating
superlative sales record in highly competitive industries. Strong leader
and team player, excellent motivational skills to build and sustain forward
growth momentum while motivating peak individual performance from members.
Experience in managing all aspects of sales development cycle, from
prospecting and cold calling through detailed presentations and
negotiations to closing follow-up activities.
Core competencies include:
Strategic Market Negotiations Key Client Retention
Positioning
Solution Selling Territory Growth/Development ( Staff Training &
Strategies Motivation
Team Building & Presentation & Project Management
Leadership Communications
Professional Experience
ASSISTANT BRANCH MANAGER, 2009 - 2010
TD BANK - Tewksbury, MA
TD Bank is a super- regional commercial bank and is an affiliate of Toronto
Dominion of Canada.
Developed and implemented the branch sales plan strategy. Established and
solidified customer relationships, including customer problem resolution.
Coordinated the employee experience through mentoring, coaching, cross-
training, staff meetings, and evaluations. Oversaw branch operations,
including staffing, safe deposit, vault/ATM settlement, monthly audits, and
monitoring for adherence to policy & procedure, risk management, dual
control, and regulatory compliance.
Selected Achievements:
o Branch consistently achieved 100% - 130% of quarterly sales revenue
goal during tenure.
o Branch improved overall district group ranking from 4th to 2nd
quartile for Q1 of 2010.
o Instructor for WOWZone, a comprehensive financial literacy program for
grades K - 12,
featuring a wide selection of lessons presented on-site at local
schools.
RETIREMENT PLANS SUPERVISOR, 2007 - 2008
SMALL BUSINESS INSURANCE AGENCY - Worcester, MA
Small Business Insurance Agency is a division of Carroll Enterprises, a
leading New England provider of small business services and employee
benefit plans, and employs a staff of 400.
Responsible for departmental sales and service team supporting 300 group
retirement plans, including education and enrollment for participants and
relationship management to plan sponsors. Coordinated plan service model
and growth strategy, developed proposals to prospective plan clients,
created group sales presentations, partnered with third party
administrators to enhance service quality. Provided cross-functional team
training, coaching, and mentoring.
Selected Achievements:
o Managed 9-month project to develop new book of 403(b) client school
districts. Secured service contracts with 53 districts, representing
a $14M market.
o Maintained key client retention of 100% during tenure.
o Consistently developed strong, sustainable relationships with vendor
partners, benefits colleagues, and executive decision makers of client
companies.
INTERNAL WHOLESALER, 2005 - 2007
METLIFE INVESTORS - Hartford, CT
MetLife Investors, a division of MetLife, is a distributor of variable
annuities with annual sales of $1.5B.
Supported 8-state territory of 2000+ brokers for variable annuity sales and
distribution with average annual sales of $25-30M. Developed and presented
sales ideas, produced written proposals, assisted brokers during client
appointments, conducted trade reviews, implemented marketing strategy,
conducted broker teleconference training, traveled and spoke regularly in
territory at broker seminars and group presentations.
Selected Achievements:
o Channel distribution team achieved #1 ranking in company sales 2006 &
2007.
o Created and hosted a monthly series of educational teleconference
training sessions, and produced a weekly broker e-newsletter to create
a culture for variable annuity sales. Territory sales increased by
$6M during tenure.
o Invited to speak at MetLife Investors National Sales Conference in
2007.
ASSISTANT BRANCH MANAGER - INVESTMENT REPRESENTATIVE, 2003 - 2005
FLEETBOSTON FINANCIAL/BANK OF AMERICA - Worcester, MA
FleetBoston Financial, New England's largest bank, was acquired by Bank of
America in 2004.
Trained and coached office team on company sales process, greeted and
directed customers, managed daily branch operations including transaction
review, cash needs, and staff scheduling, conducted client financial
reviews, recommended appropriate banking or investment products or
services, and made referrals to senior financial advisors as appropriate.
Selected Achievements:
o Increased branch office investment revenue by 400% during first year
of tenure.
o Recognized as a Top Ten MA Market Investment Sales Producer for 2004.
o Earned 14 Fleet Gold Star Awards for outstanding customer service.
BRANCH SUPERVISOR, 2002
FLAGSHIP BANK & TRUST - Worcester, MA
A leading community bank in Central MA, Flagship Bank is a division of
Peoples United Bank of CT.
Assisted retail and business customers with sales of community bank
products and customer service, made referrals to corporate partners as
appropriate, supervised evening shift branch operations.
FINANCIAL RELATIONSHIP SPECIALIST - INVESTMENT ASSOCIATE, 1998 - 2002
FLEET BANK/SOVEREIGN BANK - Shrewsbury, MA
Fleet Bank merged with Bank Boston in 2000, in the process selling all
Eastern MA branches to Sovereign.
Relationship manager for 180 high-value households assigned to branch,
providing enhanced service levels to retain these clients and expand
existing bank services per household. Performed periodic client reviews,
made product/service recommendations, sold fixed annuities as appropriate.
Selected Achievements:
o Created a district-approved telemarketing training guide for all
branch sales professionals.
o Held ranking as a Top 3 District and Top 50 MA Market Investment
Producer during tenure.
o Restored lost high-value household relationship resulting in return of
$750K in deposits.
Education & Training
Bachelor of Arts (BA), 1983 - University of Maine, USA
Professional Development Courses:
Dale Carnegie Sales Training
Facilitative Selling
Coaching For Results
Client Discovery Process
Principles of Retirement Planning
Estate Planning
Licenses & Certifications:
FINRA Series 6 & 63
MA Life/Health Insurance
Notary Public
Contact this candidate