Customer Service Sales

John Anthony Jones

Email: abpars@r.postjobfree.com

Address:

City: Lutz

State: FL

Zip: 33549

Country: USA

Phone: 813-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

An experienced financial and customer service professional with a successful career managing risk, performing due diligence, leading projects and handling time-sensitive, customer expectations and complex transactions.

Educational Background:

High School Dipolma from Kaplan University, IA 1/2001 to 2/2001 (Financial Services)

High School Dipolma from BCC, IA 1/2001 to 10/2012

High School Dipolma from Merritt Island High School, IA 1/2001 to 10/2012

Job History / Details:

Summary

An experienced financial and customer service professional with a successful career managing risk, performing due diligence, leading projects and handling time-sensitive, customer expectations and complex transactions.

Highlights

FINRA Series 7,24 License

Exceptional sales skills

Strong problem-solving capabilities

Self-sufficient

Energetic and proactive

Excellent work ethic

Strong interpersonal skills

FINRA Series 65 License

Financial Advisory Certification

Verizon Cofee, SSP trained

Accomplishments

Product Marketing

Offered comparable product substitutions and alternative product solutions to clients when current asset allocation and plan design were not appropriate.

Sales

Surpassed all sales goals by 10 percentage at a top 25 broker dealer while running branch operations.

Increased sales and recruitment by 35 percentage over a two year period.

Have received multiple customer service scores of 95 percentage and above

Experience

August 2011 to Current

New York Life/ Wilson WW

Inside Wholesaler

Field force of over 11,000 agents.

Developed and maintained long-term relationships with retail insurance agents and small business entities.

Over 100 contact attempts per day.

Identified and qualified customer needs, developed sales strategies and negotiated and closes profitable projects with a 85 percentage success rate.

Consistently hit and exceeded sales goals by 20 percentage .

Perfect attendance to date.

August 2009 to Current

One Touch Direct Tampa, FL

Verizon Escalations Supervisor

Verizon FIOS sales, service, and escalation supervisor.

Operate and mastered all program related software, Cofee, SSP, BQT.

Assist with compliance and customer service issues.

95 percentage schedule adherence Employee of the month 3 of the last 4 months.

Evening Supervisor for the 3rd party verification department.

CSR and Sales, projects; Kobie, Canadian Tire, Humana and Verizon wireless.

98 percentage adherence to the one call resolution policy within the call center metrics

August 2008 to January 2012

Tampa Fl

Plan Advisors

Independent Registered Investment Advisor

Income & Financial Planning dedicated to the "Boomer" population Licensed to distribute Life, Health, Annuities, Mutual Funds, Stocks, and Bonds.

Prospecting cold calling, referrals, and direct approach Developed a strategy for determining employee lay-offs.

Formulated "Income " strategies for retiring and post retired persons Annuity sales and service.

Registered Investment advisor with an emphasis on fee based planning.

Marketed services via the phone, workshops, referrals and social networking.

Successfully initiated and implemented income planning strategies which resulted in programs that guaranteed lifetime income

December 2007 to August 2008

Copytalk Mobile Scribe

Account Executive

Prospecting and sales of Copytalk mobile Scribe service to insurance and investment advisors via the phone.

Generate leads via the telephone, email and personal referrals.

Sold services through trade shows in Orlando Maintaining a call level of a minimum of 60 contacts per day.

Developing strategies to bring on large client accounts.

Maintaining and servicing existing accounts.

Client and account retention team member.

Assisted in the implementation of the company's first customer retention program.

October 2004 to January 2008

Invest Financial / DMR Tampa, FL

OSJ Branch Manager Series 24

Day to day operations of a Financial Advisory firm

Oversaw a branch team consisting of 18 adviser assistant representatives and 45 retail brokers

Maintained due diligence and compliance supervision for the entire branch.

Built the sales team from 11 reps to 45 in 18 months.

Conducted branch audits for 23 offices

Produced marketing strategies to address the health and retirement needs of small businesses.

Entered the Small Business market, formed a Business brokerage firm with a CPA alliance and mortgage brokerage firm.( Florida Business Intermediaries LLC) Small businesses for group health and retirement plans.

One of the first advisors to actively pursue the fee platform for 401(k) sponsors Developed Financial plans, Asset allocation models and product designs.

Increased overall annual sales by 46 percentage by incorporating several quality process improvements within the branch.

October 2002 to October 2004

Jones Financial

Independent Investment Advisor

Managed the day to day operations of the firm.

Developed marketing plans for Insurance and Advisory business.

Field tested new advisory products and Insurance advisory platform.

Placed 3 million in Annuity production during each year.

Averaged 50,000 in life production per year 3 million under management.

Sold life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Identified and qualified customer needs, developed sales strategies and negotiated and closes profitable projects with a 85 percentage success rate.

Built strong client relationships and provided high value-adding services.

October 1999 to October 2002

West Coast Financial Group Tampa, FL

Product Due Diligence Principal

Rep Training in areas of Insurance, Investments and Annuities for the 403(b) market Developed seminars and marketing strategies specific to the 403B market.

Reviewed all products for due diligence and trained reps on those products.

Assisted in the development of an ala cart Variable annuity.

Maintained personal book of business while supporting firm operations.

Won Silver Broker-Dealer award 2 years in a row - Top 10 percentage of all reps.

Developed web site for concept specific campaign ( DROP) Deferred Retirement Option Plan.

Education

2004 Kaplan University, IA

Financial Planning Financial Services

1983 BCC Cocoa, FL

AA Business Management

1978 Merritt Island High School Merritt Island, Florida

High School Diploma General Studies

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