Joshua T Jones

• Developed key broker partnerships, resulting in increased lead generation and cross-selling opportunities.
• Expanded market share and brand awareness with strategic territory planning and targeted prospecting.
• Researched sales opportunities and possible leads to exceed sales goals and increase profits.
• Boosted sales activity by cultivating strong client relationships and implementing effective sales strategies.
• Analyzed sales data regularly to monitor progress towards goals and make necessary adjustments to strategy as needed.
• Implemented CRM system for better customer tracking, leading to improved follow-up processes and higher conversion rates.
• Conduct monthly pipeline reviews with local hospital C-Suite team

• Served brokers & customers with knowledgeable, friendly support at every stage of the sales process.
• Built relationships with self-funded focused brokers & customers to promote long term business growth.
• Gained broker trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
• Contributed to team objectives in fast-paced environment.
• Negotiated prices, terms of sales and service agreements.
• Prioritized tasks and projects to meet tight deadlines.
• Worked with sales team to collaboratively reach targets.
• Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
• Worked independently with minimal supervision in a 100% remote position.

• Benefit communication liaison for insurance brokers and clients ranging from 10 employees to 1000 employees
• Successfully subcontracted tenured insurance agents based on the needs of the clients and brokers to communicate benefits
• Utilized our technology platforms (ben admins systems) to help employees understand and appreciate their benefit offerings by their employers
• Created a virtual call center in, to help meet and maintain the needs of our clients and broker partners.
• Cultivate broker, vendor, and client relationships

• Cultivate new and existing broker, vendor, client and team relationships simultaneously
• Set and run meetings with C-suite and HR Directors to promote our products and services
• Hire, train, and develop associates to close accounts and educate clients and brokers on our products, services, and capabilities
• Keep score by tracking KPI’s for sales team members
• Phone, door to door, email, mail, referral, and social media marketing
• Demo and implement SaaS benefits administration systems, and other proprietary software for our client and broker relationships
• Conduct A-Z sales cycle to include but not limited to: lead generation, quoting, RFP, Demo, run meetings, test SaaS integration, logistics, enroll employees (and/or oversee), billing reconciliation, claims assistance, and full service after the sale is complete to ensure satisfaction.
• Rinse and repeat above process for open enrollment renewal meetings while adding new clients to maintain each month and quarter
• Managing a team between 20-50 associates in the classroom, on the phone and in the field with new hires ensuring the growth of business to achieve and surpass expected quota assigned by Headquarters
• Oversee the administration of billing, claims, and bids of the entire teams’ clients, which added up to over several 100 accounts
• Achieve or exceed company expected quarterly & annual quota goals
• Achieved 2022 Q1 Quota
• Presidents Club, National Convention, and State Convention Qualifier
• Achieved over 1.5 million in annual premium with 200% of quota
• Honored by HQ for being 4th in the company for 53 recruits; achieving #1 District above quota for 2 straight quarters, and honored for doubling my quota
• Achieved several awards for Management Excellence, and qualified for the State Convention and National Convention
• Promoted several associates to managers from within my team’s organization

This role is similar (practically identical) to Aflac District Manager Role above. The same bullet points apply to this role as above.

• Promoted to District General Agent in 2016
• Achieved 1st, 2nd, 3rd, & 4th quarter goals
• Achieved 116% of Annual Goal
• Qualified for National Convention
• Hire and train managers to help manager their teams
• Led a team of 3 managers, each with separate teams to manager

This is a similar (practically identical) to my role at Aflac.

• Promoted to Agency Development Manager 2015
• Led scratch team to produce over $400,000
• Responsible for hiring, training, and sales growth
• Achieved quarterly and annual plan goals

• Produced over $200,000 in annual premium in first 4 months

• Effectively conduct productive and quantifiable sales training to new and existing managers and producers, including both classroom facilitation and joint field work
• Assist in the development and mentorship of 30 managers, 40 reps, while continuing to grow.

• Oversee Quality Control of Seven Distribution Centers while managing a staff of 4 office clerks and 20 warehouse employees whose duties included data entry, freight claims, vendor charge-back coordination, customer order fulfillment, shipping, receiving and stock handling
• Handle traffic scheduling for all store locations in state of Illinois while resolving a wide range of customer service matters which include business issues with clients, manufacturers, contracting companies and others.
• Number one Vendor-Charge-Back Coordinator company-wide; received bonuses and a promotion in 2003 Assisted with a California location transition which resulted in a $40,000 savings
• Nominated for Employee of the Quarter in 1999 (4th Quarter), and (4th Quarter), 2001 (1st Quarter) 2003 (4th Quarter), 2004 (1st Quarter) Received recognition for rapid growth and excelling in all expectations required of my position over the past 5 years.