Robert Jones

**** ******** ****, **. *****, FL **772

E-mail: acxic7@r.postjobfree.com

407-***-****

Professional Summary:

I have close to 16 years (almost 15 with the same employer) of top performing sales experience in various roles within financial services. As a benefit of being self-motivated, driven by a passion to increase my knowledge and productively, I have consistently far exceeded employer established goals. I have advanced certification and knowledge of retirement services, including employer retirement plans, IRAs and retirement planning. From my sales experience, licensing and ongoing education I also have a comprehensive understanding of investment, insurance and retail bank products. I have been involved in creating procedures, training others, developing various marketing materials and have made significant contributions to the development of different departments. I have experience at collaborating with teammates within the bank, affluent clients of the bank, as well as influential points of contact outside the bank. Much of what I have accomplished has been on my own initiative, in an effort to create awareness and to achieve successful results for myself and my employer. Work History:

SunTrust Banks Inc. October 2001-Present

Department: Rollover Solution Center -Assistant Vice President (two different positions occupied) December 2008-Present Position: Retirement and Rollover Specialist June 2014 – Present (This position will be discontinued as of 8/31/16) Responsibilities: Within the SunTrust Rollover Solution Center, I’m currently providing solutions to 401(k) plan participants with their retirement savings. Among my responsibilities are to help participants better understand their employer’s plan by interpreting their plan’s documents and explaining features of their plans, such as permissible rollover contributions, their plan’s investment choices, the vesting schedule of their employer’s match and rollover options out of their plan. My primary objective is to help participants better organize their retirement savings. This includes assisting them with rolling over from their other retirement accounts into their employers plan’s managed by SunTrust or after they leave their employer, assisting them with rolling over into an IRA with SunTrust. This involves incoming calls and proactively making outbound calls. By consistently producing top performing sales results I have continued to demonstrate that I can prioritize my time effectively by following up diligently with several lead sources and in engaging with many people at any given time. I work closely with SunTrust Investment Services Financial Advisors and SunTrust branch teammates.

Accomplishments: In 2014, despite transitioning into this position mid-year, I finished 190% of my sales goal, which was the highest percentage over goal when compared with others in my department. In 2015, which was my first full year at this position, I led the team with rollovers, retained $21.2 million in assets and I finished 175% of my overall sales goal, just 1% behind the leader. Despite the fact that there was no sales incentive for this position in 2016, I was far exceeding my sales goals by over 180% YTD and was on pace to be a top performer again. Position: Retirement and Financial Services Specialist December 2008 – May 2014 Responsibilities: This was a startup position that I developed into a very successful role within the SunTrust Rollover Solution Center. My duties included providing education and guidance to active participants in 401(k) plans provided by SunTrust. My primary focus was incoming rollovers, which is providing assistance with rolling over/transferring outside retirement (qualified) assets into their employer’s 401(k) plan or brokerage IRA account with SunTrust Investment Services. I developed this process into what became referred to as "Incoming Rollover Services." I was also able to use my experience and knowledge of banking to encourage our plan participants to take action on other products or services that SunTrust Bank offers. I took the initiative to collaborate with product specialist throughout all the lines of business of the bank (including Wealth Management, Retail Banking, Consumer Lending, Mortgage, and others.) At any given time I would normally manage in excess of 100 leads, which I very productively followed up on with award winning results. Accomplishments: For the 5 1 2 years that I developed this position I consistently led my department in the number of retirement accounts rollovers. I increased incoming rollovers by over 400%, from capturing over $6 million in rollovers in my first full year in 2009 to capturing over $25 million in rollovers by 2012. My involvement resulted in a substantial increase in new brokerage accounts, bank deposit accounts, mortgages and consumer loans. I far exceeded my annual sales goals and each full year that I occupied this position I was honored with a top sales performer award. Department: Retirement Solutions Center (has since merged with Client Investment Center) June 2007 – November 2008 Position: Retirement Guidance Specialist

Responsibilities: I became involved in the development of the Retirement Guidance Specialist position from its inception. I was one of two individuals that were asked by management to participate in the IRA pilot that evolved into the creation of the Retirement Solutions Center (which has since merged with another department.) The duties of the Retirement Guidance Specialist included providing guidance to clients on ways to prepare for retirement, calculating retirement income projections, establishing and funding IRA accounts. We were also responsible for cross-selling other retail bank products. I took on various tasks that included training new hires, script writing for outbound sales calls, created resource material and provided managerial assistance with record keeping and other organizational matters. Accomplishments: I was one of the first on the team to obtain the CRPC - Chartered Retirement Planning Counselor designation. I led the team in all Wealth Management/brokerage and Retail Bank sales categories. I received the Chairman’s Team Award, which was the highest sales award, for my performance in 2008.

Department: Investment Client Care February 2003-May 2007 Position: Investment Client Care Representative

Responsibilities: The duties of an Investment Client Care Representative include servicing and cross-selling by phone SunTrust Investment Services brokerage clients and SunTrust Bank affluent clients (those who either have assets totaling at least $250,000 between their brokerage and checking account or who have at least $500,000 in total relationship with the bank, including all deposit accounts, brokerage accounts, loans and trust accounts.)

Accomplishments: As part the original team that help start up the Investment Client Care department I made significant contributions to the development of this position. I provided leadership and training to those who later joined the team. I was one of the first on the team to pass the FINRA Series 7 and Series 63 exams. During my tenure with this department I referred over $100 million in assets to Private Wealth Management, received S3E2 (Sell, Serve, Sustain with Excellence in Execution) award for the successful outcome a $4.2 million trust referral, honored as a Star Referrer at the Orlando PWM event in 2004, named Employee of the Month (10/04), selected to meet with a Vice Chairman at SunTrust to share successes and contributions to my position. I earned the Edge Leader award for the years 2005 and 2006 for my sales performance and I contributed to the I.C.C team’s success with being honored as Specialty Group of the Year 2003, 2004, and 2005 for our accomplishments. Department: Inbound Contact Center Sales October 2001-January 2003 Position: Retail Bank Sales Representative

Responsibilities: The function of this position involves receiving incoming calls from both existing and potential clients. The duties include establishing both deposit accounts (such as checking, savings, CDs) and credit based accounts (such as credit cards, HELOCS and other consumer loans.) The prospect is guided through the decision making process, which includes asking open-ended and closed-ended questions to uncover needs, and then providing solutions in an educational manner which informs the prospect about the features and benefits of retail products offered by SunTrust Bank. This results in the prospect becoming a client of that service/product. Accomplishments: Through the repetition of regularly taking a large volume calls, this position provided me the opportunity to sharpen my persuasive skills. With the desire to improve my productivity, I gradually became recognized as a top performing sales representative and was part of the 2002 Sales Group of the Year.

Lake Buena Vista Resort September 2000- September 2001 Position: Hotel Room and Pool Service

Responsibilities: Oversaw daytime food service to hotel guest. Accomplishments: I significantly improved revenue for daytime food service. Own my own initiative I started and developed pool-side service, for which I designed a creative menu and set pricing. I expanded restaurant dining to continue during lunch hours. I was recognized by management for my contributions.

The Acacia Group, Inc. (has since merged with Ameritas Mutual Insurance Holding Company) August 1998-August 1999 Position: Financial Advisor (registered with Acacia’s broker-dealer The Advisors Group, Inc.) Responsibilities: Establish client base, set appointments, encourage referrals, prepared financial plans and sold insurance/investment products.

Accomplishments: Although I left the company as a result of them closing their Orlando office, I gained experience at prospecting and developed creative ways of networking. The General Manager acknowledged my efforts and my desire to succeed. After he left Acacia he called and offered me a position with his new company.

Awards/Honors:

I have experienced much success in my tenure with SunTrust Bank, for which I have been fortunate to receive considerable recognition and many awards. In 2002 I received recognition for my success in Retail Bank Sales. In 2004 I received both the S3E2 (Sell, Serve, Sustain with Excellence in Execution) award for my part in acquiring a $4.2 million trust client and later that year I received the Star Referrer award at a Private Wealth Management event in Orlando for other successful trust referrals that I had made. In 2005 I was selected to meet with a Vice Chairman of SunTrust Bank at a SunTrust rising star gathering to share my successes and contributions to the position I was occupying. I contributed significantly to the development and success of a team that combined bank and brokerage services, which was honored as Top Performing Specialty Group of the Year for 2003, 2004, and 2005. At different positions at SunTrust I earned the second highest sales honor for the years 2005, 2006, 2009, 2010 and 2011. I achieved top sales performer at several positions with SunTrust for the years 2008, 2012, 2013, 2014 and I finished 175% of my sales goal (only 1% behind the top performer) for the year 2015. In 2013 I received the Client Compliments Achiever award. Education:

Chattanooga State Technical Community College, TN January 1993 - December 1995 A.A. Degree in Broadcasting/ Communications – Cum Laude Tennessee Temple University, TN August 1989 - June 1991 General courses

Professional Certifications: (Continuing Education Current) CRPC® – Chartered Retirement Planning Counselor January 2008 - Current FINRA Series 7* May 2003 - October 2015

FINRA Series 63* July 2003 - October 2015

Insurance 0215 – Life Including Variable Annuity, Health September 1997 - Current FINRA Series 6* November 1996 – August 1999

*(CRD# 2771452 - No violations and no complaints on Form U4 or Form U5)