Jonathan Knox
Portland
Summary
Dynamic salesperson specializing in prospecting, networking, and customer relationship management. Proven ability in problem-solving and negotiation, resulting in high client satisfaction and loyalty. Expertise in fostering trust and delivering tailored solutions to meet client needs.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Financial Advisor
Penn Mutual/Horner, Townsend & Kent
Horsham
03.2006 - 02.2026
- Advised clients on investment strategies and financial planning options.
- Developed personalized financial plans based on client goals and risk tolerance.
- Educated clients on insurance products and their benefits for financial security.
- Fostered strong relationships with clients through regular communication and support.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Identified new business opportunities through networking events or referrals from existing clients.
HVAC Outside Sales Representative
Lane Associates
Island Park
03.2004 - 03.2006
- Negotiated contracts and pricing with clients to maximize profitability.
- Developed strong relationships with clients to enhance customer loyalty.
- Educated customers on product features and technical details to highlight benefits.
- Followed up with customers after sale and delivery to ensure satisfaction and resolve any issues that arise.
- Utilized CRM software to track sales activities and manage client interactions efficiently.
- Researched potential clients, identified decision makers and developed relationships with them.
Education
Bachelor of Arts - Philosophy
Molloy College
Rockville Centre, NY05-2003
Bachelor of Arts - Theology
Molloy College
Rockville Centre, NY05-2003
Skills
- Sales negotiation
- Business development
- Client education
- Relationship management
- Customer service excellence
- Effective communication
- Networking skills
- Conflict resolution
- Critical thinking
- Time management
- Ethical business standards
Accomplishments
- Agency Top Life "Lives" sales award 2018
- Accredited Investment Fiduciary
Certification
- Series 6, 63 & 7
- Life and Health Insurance License
Timeline
Financial Advisor
Penn Mutual/Horner, Townsend & Kent
03.2006 - 02.2026
HVAC Outside Sales Representative
Lane Associates
03.2004 - 03.2006
Bachelor of Arts - Philosophy
Molloy College
Bachelor of Arts - Theology
Molloy College