Jody B Bonnett

**** * ***** **

Girard, PA *****

814-***-****

aczc6u@r.postjobfree.com

EXPERIENCE

J Bonnett Advisory Group (Erie, PA)- 2010 to Present

Devise and execute business development strategies to attract and acquire new clients. Conduct in-depth reviews of clients' financial circumstances and future goals. Assist clients in making informed decisions. Identify and assist clients in improving efficiencies. Offer cost savings strategies to businesses that improve cashflow. Communicate complex information to clients and make recommendations for them to assess the relative merits of different plans. Develop investment strategies to meet short and long term financial objectives. Act as a steward of a client’s assets to meet goals and improve bottom line. Create, implement and continually review plans and strategies designed to help clients pursue their long-term goals.

2014 Top Life Producer for The Annuity Store

WJ Vakos Management Company- 2008 to 2010

Leasing Manager (Fredericksburg, VA)

Manage and direct the daily activities of the leasing operations department in accordance with organization policies and standards. Responsible for all leasing functions, which may include reviewing and negotiating lease transactions and agreements as well as property management. Oversee completion of all necessary paperwork and ensure proper customer service. Responsible for the productivity and budgetary performance of the leasing operations department. Developed and implemented polices and procedures to improve efficiency and profitability of the department.

MetLife– 2004 to 2008

Insurance and Financial Services Agent (Erie, PA)

Developed and implemented sales plans and managed all phases of the sales cycle-from prospecting to close and follow-up support. Represented a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.

Achievements:

Earned awards for excellent sales performance, including Super Starter Award and numerous quarterly Pace Setter Awards. Wrote over $600,000 in premium.

Consistently met and frequently exceeded the financial objectives of represented clients. Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs.

Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.

Increased referral business by 30% in 2007. Initiated an aggressive campaign of cold-calling, offering referral incentives, participated in networking events, developed and implemented a referral network with auto dealers and realtors using a strategic follow-up program.

Spotsylvania County School District / IU#5- 1998 to 2004

Teacher (Spotsylvania, VA)

Responsible for educating both the intellectual and social skills of students. Guided children toward becoming both successful and responsible citizens. Created lesson plans, followed curricula, assessed performance using a variety of methods and communicated with parents to help students reach their full potential. These were just a few of the tasks that were performed on a daily basis.

Achievements:

2003 Teacher of the Year recipient

14 Years of high school coaching experience.

EDUCATION & TRAINING

Edinboro University of PA (Edinboro, PA), 1995-1998

Bachelor of Science: Education

1996-1998 Member of Edinboro Men’s Golf Team

Penn State Behrend (Erie, PA), 1991-1993

1991-1993 Played for the Behrend Men’s Basketball Team

Contact this candidate