Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jonathan Lee

Olathe

Summary

Results-driven sales leader dedicated to cultivating high-output sales cultures through strategic planning, with more than 4 years of experience in a sales environment. Specialized in lead generation from various marketing sources, from prospect to loyal customer. A collaborative communicator, skilled at turning market insights into actionable sales strategies. Consistent success in being in the top three of company leaderboards.

Overview

6
6
years of professional experience

Work History

Sales Manager

O'Halloran & Associates- American Family Insurance
Olathe
05.2023 - Current
  • Developed sales strategies to enhance customer engagement and drive new business production; top three producing agency in Kansas and Nebraska.
  • Interviewed, trained, and mentored team members on effective sales techniques and product knowledge.
  • Created sales plans, goals, and KPIs to achieve team goals.
  • Demonstrated product knowledge by advising clients during coverage review meetings to ensure high retention percentages.

Sales and Service Associate

Nielsen & Associates- American Family Insurance
Emporia
10.2021 - 05.2023
  • Assisted clients with policy inquiries and coverage options.
  • Met daily benchmarks of sales activity to generate sales.
  • Handled customer complaints empathetically, ensuring satisfaction and resolution.

COVID-19 Contact Tracer

Kansas Department of Health and Environment
Emporia
02.2020 - 10.2021
  • Contacted patients and exposed individuals of COVID-19 to inform of isolation or quarantine instructions to mitigate disease spread.
  • Assisted with lab testing and processing test results.
  • Maintained composure during a high stress and high volume work environment.

Education

Bachelor of Science - Business Administration

Emporia State University
Emporia

Skills

  • Sales team training
  • Effective communication
  • Retention
  • Market analysis
  • Strategic planning
  • Lead generation
  • Team management
  • Sales Proposal

Timeline

Sales Manager

O'Halloran & Associates- American Family Insurance
05.2023 - Current

Sales and Service Associate

Nielsen & Associates- American Family Insurance
10.2021 - 05.2023

COVID-19 Contact Tracer

Kansas Department of Health and Environment
02.2020 - 10.2021

Bachelor of Science - Business Administration

Emporia State University
Jonathan Lee