Blake Jones
Phoenix,AZ
Summary
Results-oriented Investment Advisor that is knowledgeable about diverse investment strategies and planning. Hardworking and forward-thinking with excellent judgment and customer service skills. Focused on building long-lasting relationships to drive business success.
Overview
14
14
years of professional experience
Work History
Outbound Investment Advisor
Edelman Financial Engines
08.2022 - Current
- 280 CSAT surveys submitted @ 9.60 (2023) vs 186 surveys submitted @ 9.65 (2024 YTD). Q3 CSAT: 57 surveys submitted (#1 rank) @ 9.67 (#4 rank).
- Improved Q3 metrics from Q2 in dials, connections, conversations, CSAT and referrals.
- Pending and completed opportunity rate of 24.84%.
- Effective time management of calendar to include OT, meetings with leadership, planners, etc. outside of normal work functions.
Inbound Investment Advisor
Edelman Financial Services
07.2021 - 08.2022
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Consistently improved key metrics each of the last three quarters.
- Consistently worked OT Saturdays to gain OB experience while also working IB OT weekdays when asked. Also worked on Flexed OB for last 3 months on IB.
Project Manager
Pure Energy Solar
11.2016 - 09.2017
- 80+ daily cold calls door-to-door to home owners to increase client base.
- Scheduled and attended an average of six appointments per week with 80% closing ratio.
- Top rookie sales rep first three months with avg monthly earnings of $11,500.
Integrated Digital Specialist
Tactive Digital
02.2015 - 10.2016
- Designed marketing collateral for sales meetings, presentations and educational training meetings for tv reps.
- Increased recurring revenue from $0 to $36,000 in first six months.
- Exceeded target sales goals by avg of 17% month-over-month.
Account Executive
Groupon
03.2013 - 06.2014
- Exceeded targeted sales goals by 20% month-over-month.
- Created 2nd highest grossing deal in North America in Q1 2014 with $338,000 gross billings.
- Planned and organized routes to maximize efficiency at home office and in the field.
Multi Media Marketing Consultant
East Valley Tribune
01.2011 - 03.2013
- Managed largest region (Mesa) and performed full sales cycle duties, increasing annual sales by 30%.
- Recognized as top rookie sales generator six months in a row, increasing sales level by 40%.
- Developed digital offerings and marketing materials then lead weekly training meetings to educate print reps.
Education
CFP
Brett Danko Educational Center
03.2025
CRPC
Kaplan College - Phoenix
Phoenix, AZ10.2022
Series 65
Kaplan College - Phoenix
Phoenix, AZ10.2021
Bachelor of Science - Public Relations
West Virginia University
Morgantown2007
Skills
- Client Relations
- Market/Investment Knowledge
- Asset Management
- Analytical thinking
- Self-motivated nature
- Meticulous attention to detail
- Verbal and written communication
Timeline
Outbound Investment Advisor
Edelman Financial Engines
08.2022 - Current
Inbound Investment Advisor
Edelman Financial Services
07.2021 - 08.2022
Project Manager
Pure Energy Solar
11.2016 - 09.2017
Integrated Digital Specialist
Tactive Digital
02.2015 - 10.2016
Account Executive
Groupon
03.2013 - 06.2014
Multi Media Marketing Consultant
East Valley Tribune
01.2011 - 03.2013
CFP
Brett Danko Educational Center
CRPC
Kaplan College - Phoenix
Series 65
Kaplan College - Phoenix
Bachelor of Science - Public Relations
West Virginia University
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