- High-Intensity Interval Training
- Mindfulness Practices
- Enjoy participating in [activity] for overall physical and mental well-being
- Committed to improving personal fitness through regular participation in [sport]
- I participate in various sports activities for physical activity, camaraderie, and personal growth
- Backpacking and Hiking
- Adventure Travel
- Historical Exploration
- Food Tourism
- Road Trips
- Camping
- Running
- Hiking
Jonathan Earles
Farmington,KY
Summary
Experienced Financial Professional with a proven track record in educating and advising clients on investment strategies to achieve their financial goals. Demonstrated expertise in developing comprehensive financial plans and managing annual expenses for business owners. Skilled in identifying clients' financial needs and providing tailored guidance, while effectively explaining complex concepts. Proficient in financial analysis software and possess strong communication and leadership skills. Skilled in identifying problems and then implementing needed work to provide solution
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Representative
Transamerica Agency Network
04.2025 - Current
- Achieved Million Dollar Round Table status within 6 months. Only 10 % of overall agents achieve this annually. Also at month 3 I was promoted to a Managing Rep and entered into a leadership program towards an Associate Director role.
- Developed personalized financial plans based on client goals and risk tolerance assessments.
- Educated clients on market trends and economic factors affecting their investment portfolios.
- Monitored account performance, making adjustments as necessary to align with client objectives.
- Conducted regular reviews of client accounts to ensure alignment with evolving financial needs.
- Met with customers to assess needs, financial status, and eligibility.
- Improved networking procedures to increase sales by 116% (MDRT)
- Developed strong relationships with clients through consistent communication and excellent service.
- Analyzed financial data to provide insights and recommendations for client investment strategies.
- Assisted clients in understanding financial products and services to enhance decision-making.
Sales and Finanace
David Taylor of Mayfield
09.2024 - 03.2025
- Help with automotive sales and back up Finance. Member of the management team.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Financial Professional
JE Financial
07.2023 - 03.2025
- Educated clients on the various investment options available to them.
- Advised clients on investment strategies that best suited their individual needs and goals.
- Developed financial plans for clients to ensure their long-term financial stability and growth.
- Managed annual expenses for business owners and assisted with tax strategy
- Help clients with Estate planning needs and risk advisement
- Identified financial needs of customers through effective questioning and listening techniques.
- Provided guidance regarding cash flow management techniques tailored towards individual requirements.
- Prepared presentations about various topics related to personal finance management.
- Evaluated clients' current financial position, including income, expenditure, insurance coverage, tax status and investments.
- Explained complex financial concepts in a clear and concise manner to clients.
- Researched and evaluated different types of investments to maximize potential returns.
- Researched new products offered by different institutions, such as mutual funds, stocks, bonds, annuities.
- Created and maintained comprehensive financial plans that analyzed client's investment allocation.
Financial Representative and Recruiting Sales Manager
WoodmenLife
09.2017 - 06.2023
- Identified areas of improvement within existing processes to increase efficiency across the team.
- Implemented best practices for portfolio management according to industry standards.
- Researched potential investments for clients based on risk tolerance and long-term goals.
- Attended training seminars related to securities markets, regulations and laws governing trading activities.
- Demonstrated proficiency in financial analysis software programs such as Microsoft Excel.
- Analyzed financial data to identify trends and opportunities for growth within portfolios.
- Performed detailed reviews of financial statements to ensure accuracy and compliance with regulations.
Service Director
Driver Motors
01.2011 - 08.2017
- Directed service operations, ensuring seamless customer experiences across all departments.
- Developed training programs to enhance staff performance and service delivery standards.
- Implemented strategic initiatives to optimize workflow efficiency and resource allocation.
- Analyzed customer feedback to drive continuous improvement in service quality and satisfaction.
- Led a team of service professionals, providing mentorship and guidance to enhance performance and achieve objectives.
- Forged strong partnerships with external stakeholders as well as maintained healthy relations with clients.
- Managed budgets and resources, ensuring optimal allocation for maximum impact on service delivery outcomes.
- Introduced innovative solutions to streamline internal processes which resulted in enhanced overall efficiency.
Education
Bachelor of Science (B.S.) - Organizational Leadership
Bethel University
McKenzie, TN05.2019
Skills
- Financial Acumen
- Leadership
- Problem Solving
- Financial Planning and Analysis
- Strategic thinking
- Communication
- Regulatory knowledge and risk management
- Customer service
- Relationship building
- Selling techniques
- Appointment scheduling
- Continuous professional development
- Project management
- Sales expertise
- Risk analysis
Certification
- Series 6 and 63 investment licenses
- Life, Health, and Annuity state license
Interests
Timeline
Financial Representative
Transamerica Agency Network
04.2025 - Current
Sales and Finanace
David Taylor of Mayfield
09.2024 - 03.2025
Financial Professional
JE Financial
07.2023 - 03.2025
Financial Representative and Recruiting Sales Manager
WoodmenLife
09.2017 - 06.2023
Service Director
Driver Motors
01.2011 - 08.2017
Bachelor of Science (B.S.) - Organizational Leadership
Bethel University