EARL JONES JR.
Massapequa Park,NY
Summary
Professional leader with deep expertise in national account management and strategic partnerships. Proven ability to drive growth, foster team collaboration, and adapt to evolving business needs. Strong skills in negotiation, relationship building, and market analysis, combined with results-oriented mindset. Recognized for reliability and consistent track record of achieving organizational goals.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Vice President, National Accounts
Mutual of America Financial Group
01.2021 - Current
- Lead national partnerships with the National Community Action Partnership, National Head Start Association, and National Council for Mental Wellbeing
- 2024 National Accounts Sales Campaign Winner
- Serve as liaison between executive leadership and regional offices to align strategic goals
- Drive client engagement, business development, and strategic growth initiatives
- Represent MOA as a national conference speaker and content creator on finance and retirement planning.
Group Account Executive
Mutual of America
01.2016 - 01.2021
- Consistently exceeded annual sales goals for retirement products
- Partnered with nonprofit and for-profit plan sponsors to fulfill fiduciary responsibilities and ensure compliance
- Coordinated service delivery with Client Relationship Managers and Participant Account Representatives
- Facilitated benchmarking reviews and seamless plan transitions
- Built enduring client relationships through economic shifts and regulatory changes.
Chaplain
University Medical Center / Princeton House Rehab Center
01.2012 - 01.2013
- Provided spiritual care and counseling to patients with mental health and addiction challenges
- Led interfaith worship services and coordinated community outreach, including Hurricane Sandy relief efforts.
Senior Participant Account Executive
Mutual of America
01.2005 - 01.2010
- Delivered retirement planning and financial wellness seminars
- Partnered with HR and benefits teams to increase plan participation and deferral rates
- Served as primary contact for rollovers, death benefit claims, QDROs, and portfolio reviews
- Surpassed annual sales goals consistently.
Education
Master of Divinity -
Princeton Theological Seminary
01.2013
B.S. - Business Administration (Marketing)
Bryant University
01.2000
Skills
- Team Leadership
- Relationship Management
- Sales Strategy Development
- Presentation Skills
- Problem Solving Skills
- Account development
- Industry expertise
- Revenue growth
- Sales leadership
- Operational efficiency
Affiliations
Alpha Phi Alpha Fraternity, Inc.
Certification
- Chartered Retirement Plans Specialist (CRPS), College for Financial Planning
- Licenses: Series 6, 63, Life & Health
Timeline
Vice President, National Accounts
Mutual of America Financial Group
01.2021 - Current
Group Account Executive
Mutual of America
01.2016 - 01.2021
Chaplain
University Medical Center / Princeton House Rehab Center
01.2012 - 01.2013
Senior Participant Account Executive
Mutual of America
01.2005 - 01.2010
B.S. - Business Administration (Marketing)
Bryant University
Master of Divinity -
Princeton Theological Seminary