Jonathan Fontenot
*** ******* **, * *****, L A * 0070
Home: 985-***-**** - C ell: 504-***-**** : j ***************@*******.***
Summary
Accomplished in new insurance sales, marketing and customer service. Exceptional organization, time management and
multi-tasking abilities.
Highlights
Life license Client relations expert
Series 7 and 63 license Excellent communication skills
Property and Casualty license Proficient with Microsoft Office and Financial
Retirement planning / Fee based Asset Profiles software
Management Education Specialist
CLOSER
Accomplishments
Met or exceeded production goals for the prior 11 years. Expanded my business through current client annual reviews as
well as cold calling individuals and businesses. Grew my Group Benefits Brokerage to 26 companies in two years.
Experience
Exclusive Financial Specialist
January 2011 to Current
Allstate Financial / LSA Securities - Metairie, LA
Work with Allstate agents to meet production goals which would make them eligible for annual bonuses through life
insurance, disability contracts, and investment / retirement needs. Designed quarterly goals and developed strategies
for maximizing commissions.
Group Benefit Specialist
August 2005 to December 2010
Jonathan Fontenot Brokerage - Metairie, LA
Managed my own brokerage and consulted small businesses on group Medical, Dental, Vision, Life, and Retirement
plans. Managed 26 groups and supported over 200 employees. I assisted employers in developing benefit strategies,
performed enrollment meetings, assisted employees with benefit questions and billing issues, and had quarterly
meetings to monitor how the plans were working for them. Had brokerage relationships with 5 major carriers for group
and individual coverage.
Agent
August 2002 to September 2007
Metlife - Metairie, LA
Developed a book of business from scratch, working with current Metlife "orphan clients" as well as cold calling, my
warm market, and walking in the front door of businesses. Sold life insurance, disability insurance, property and casualty
insurance, managed assets on a fee basis, and group benefits, employer sponsored and voluntary.
Education
Bachelor of Science : Finance, 1998
The University of Southwestern LA - Lafayette, LA, U SA
Finance and Marketing majors, Business Communications and Accounting minors. Was the soccer team captain on the
club team for 3 years.
Did not graduate from here : Business
The University of Alabama in Huntsville - Huntsville, AL, U SA
I went to UAH on a soccer scholarship. I started as a freshman until I broke my ankle. My sophomore year I was leading
scorer. My junior year I was elected team captain by my teammates. I tore my ACL in the first game, elected not to have
surgery and finished the season with a brace, becoming leading scored once again.