Sales Life Insurance

RANDY JONES

P.O. Box ***** Fayetteville, Arkansas 72703 479-***-**** *********@*******.***

BANKING – INVESTMENTS - INSURANCE

PROFILE

Highly motivated, dependable, professional with extensive experience in the financial industry.

Consistently increasing annual investments through leadership, processes, and implementation. Excel in

building business and client partnerships with solid organizational and customer service practices. Thrives

on challenges, continuous learning, and coaching others. Additional key strengths:

Leadership Management Embrace Change

High Integrity Team Oriented Organization

PROFESSIONAL EXPERIENCE

Financial Advisor 2014-Present

Simmons First Investment Group; Fayetteville, Arkansas

Responsible for Managing Simmons First Investment Group business in 9 branches in Northwest

Arkansas.

Responsible for setting goals and developing a Financial Plan for clients.

Successfully help Clients plan for/in retirement, children or grandchildren education, save on taxes,

and protect their nest egg through certain insurance products such as Life Insurance, Annuities and

Long Term Care Insurance.

Providing Life Insurance Wealth Management solutions for our best individual and business owner

clients involving Estate Planning..

Support clients to make sense of investing through face to face meetings to develop goals and stay on

track to reach their retirement strategy and their financial plan.

Help business owners retain employees and save on taxes through retirement plans tailored for that

particular business.

Financial Advisor 2011-2014

Edward Jones Investments; Fayetteville, Arkansas

Responsible for Managing Edward Jones Office, Fayetteville, AR.

Successfully help clients plan for/in retirement, children or grandchildren education, save on taxes,

and protect their nest egg through certain insurance products such as Life Insurance and Long-Term

Care.

Support clients to make sense of investing through face to face meetings to develop goals and stay on

track to reach their retirement strategy.

Help business owners retain employees and save on taxes through retirement plans tailored for that

particular business.

Grew assets under management from $9MM to over $18.5MM in 33 months.

RANDY JONES PAGE 2

Regional Sales Vice President 2010-2011

Metlife Investors Distribution Company; Fayetteville, Arkansas

Strategic business partner for successful Financial Advisors, providing Life Insurance Wealth

Management solutions for their best individual and business owner clients.

Responsible for National Accounts of Edward Jones, Wells Fargo, UBS and Arvest Asset

Management (aka, Arvest Bank Group). Territory: Arkansas and Oklahoma.

Designed cases, conduct sales meetings and worked with Financial Advisors at point of sale in

joint client meetings.

Vice President, Risk Management Specialist 1999-2010

Arvest Asset Management; Lowell, Arkansas

Designed cases, conduct sales meetings and worked with Financial Advisors at point of sale in

joint client meetings.

Responsible for sales and training for Life Insurance, Long Term Care Insurance, and Disability

Income Insurance for 75 client advisors within Arvest Banks in AR, OK, and MO.

Grew Bank Client Advisor sales from $0 insurance production in 1999 to average annual

commissions of $1.8 MM over 10 years.

Increased 10 year insurance sales track record for Bank Client Advisors (Agents).

Developed presentations for Arvest Client Advisors for point of sale with clients.

EDUCATION AND AWARDS

University of Arkansas, Bachelors of Science Business Administration

Fayetteville, Arkansas

Life Insurance/ Health Insurance licensed in Arkansas, Oklahoma, Missouri, Kansas.

FINRA Registered Representative Series 7 & 66.

Awarded the designation of LUTCF-Life Underwriter Training Council Fellow.

Awarded the designation of Certified in Long Term Care – CLTC.

President of the Northwest Arkansas Chapter of the National Association of Insurance

and Financial Advisors (NAIFA), 1998-1999.

Member Fayetteville Chamber of Commerce.

RANDY JONES PAGE 3

SUMMARY

FINRA Representative, over 37 year successful track record.

Years of Experience with Annuities and Life Insurance as a Wholesaler.

Proficient designing Microsoft Programs (Word, Excel, and PowerPoint) presentations,

conducting seminars and developing sales proposals using.

Designed needs profiles within financial planning software to help Clients meet their retirement

goals.

Created, managed and diversified investment portfolios for clients.

Scheduled and held portfolio review meetings with clients.

Facilitated sales idea meetings and focus study groups.

Excellent interpersonal skills including the ability to build relationships at a high level.

Proven track record of performance in achieving annual product sales goals in assigned territory.

Team oriented, strong work ethic, with high energy, enthusiasm, and commitment to deliver top

quality work.

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