Hi, I’m
Jonathan Foss
Rancho Santa Margarita,CA
Summary
Proactive Sales Leader with expertise in developing, implementing and strengthening sales procedures. Offers analytical, proactive approach to revamping strategies to meet changing needs. Talent for directing creative efforts with history of surpassing objectives.
Overview
10
years of professional experience
Work History
Advantage Reverse Lending
Retail Branch Manager
03.2023 - Current
Job overview
- Launched Reverse Mortgage Branch for Advantage1st Lending.
- Built CRM management tools to measure KPI's and lead performance.
- Created sales scripting to maximize conversions of mail leads.
- Lead clients through product education, application process, and funding.
American Advisors Group
Sales Development Leader
07.2020 - 03.2023
Job overview
- Refined sales process and content for retail call center to hit new lead conversion records.
- Created onboarding training program that produced record setting first year president's club members.
- Partnered with leadership to understand company and sales priorities and implement solutions.
- Conducted company wide sales trainings.
American Advisors Group
Sales Team Leader
08.2014 - 07.2020
Job overview
- Helped build a division to specialize in affiliate leads to expand company's marketing and growth capabilities.
- Led regular team meetings to keep sales personnel motivated with tips, techniques and relevant information.
- Built strong team by recruiting and developing top sales talent.
- Set ambitious sales goals and motivated strong performance to keep team growing effectively.
American Advisors Group
Mortgage Loan Officer
03.2013 - 08.2014
Job overview
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- President's Club member and top producing loan officer within first 12 months on sales floor.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Education
Saddleback CollegeMission Viejo, CA
Associate of Arts from Business Administration
06.2006
Skills
- Relationship Management
- Excellent Work Ethic
- Sales Coaching and Training
- Communication and Public Speaking
- Manage Employees
- Critical and Creative Thinking
Timeline
Retail Branch Manager
Advantage Reverse Lending
03.2023 - Current
Sales Development Leader
American Advisors Group
07.2020 - 03.2023
Sales Team Leader
American Advisors Group
08.2014 - 07.2020
Mortgage Loan Officer
American Advisors Group
03.2013 - 08.2014
Saddleback College
Associate of Arts from Business Administration
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