Jonathan McCaleb
Sandy Springs,GA
Summary
A results-driven professional with a solid background in business management. Experienced manager with over eight years of leadership in the financial and real estate industries. Proven track record in managing high-performing teams, optimizing operational processes, and driving organizational success. Demonstrated leadership abilities with a focus on strategic planning, efficiency improvements, and team development. Proficient in Microsoft Office Suite, leveraging advanced skills to enhance productivity and operational effectiveness. Dedicated to fostering a collaborative work environment while applying these skills to foster growth and success within any dynamic organization.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Regional Sales Manager
Senior Life Insurance Company
Thomasville, GA
01.2023 - Current
- Met regional sales objectives by developing and implementing promotion strategies, coordinating sales team and servicing key accounts to fortify business relationships.
- Analyzing market trends and customer needs to identify opportunities for business expansion and product development.
- Supervised sales strategy, training, team structure, and communication of regional sales program.
- Increased revenue generation by collaborating with senior executives to assess regional performance and develop new sales strategies.
- Recruited, trained, coached, mentored, and evaluated a team of regional sales representatives.
- Generated reports on weekly, monthly, quarterly basis detailing regional sales metrics such as revenue goals achieved or missed targets.
- Maintained accurate records of all sales activities including leads generated and closed deals.
Accounts Payable Supervisor
The PIC FOUNDATION
01.2023 - 03.2024
- Developed policies and procedures related to Accounts Payable processes.
- Implementing initiatives and programs to improve the overall customer experience and exceed expectations.
- Investigated discrepancies between invoice amounts and purchase orders.
- Mentoring and coaching team members to enhance their skills and performance in delivering superior customer service.
- Provided training to other staff on Accounts Payable processes.
- Developed strategies for improving Accounts Payable operations efficiency.
- Monitored vendor accounts to ensure timely payment of invoices.
Client Success Manager
CARYN HEALTH
01.2020 - 01.2023
- Recruited and trained customer service employees and provided evaluations with feedback to cultivate highly talented team.
- Supported clients in achieving their health-related goals by providing guidance and assistance in making informed decisions regarding their health plan or program
- Assessed customer issues, researched solutions and implemented corrective actions to maintain high satisfaction.
- Assessed client data from reports to better understand possible renewal risks.
- Acted as a 'virtual caregiver,' organizing and coordinating clients' needs, activities, medications, care plans, and appointments through a virtual database aligned with their individual plan or program
- Provided timely feedback to the company, contributing valuable insights regarding service failures or client concerns to enhance overall service quality.
Money Movement Manager
LPL FINANCIAL FIRM
02.2019 - 01.2021
- Leading the money movement team in executing efficient and accurate financial transactions within regulatory guidelines.
- Conducted thorough account reconciliations, verifying that all transactions were accurately recorded and aligned with client instructions and compliance regulations
- Implementing strategies to mitigate financial risks associated with money movement activities, including fraud prevention and detection.
- Maintained comprehensive and accurate documentation and record-keeping of all financial transactions and related communications
- Ensured records were audit-ready and met reporting requirements
- Collaborating with internal stakeholders and external clients to address inquiries, resolve issues, and provide support related to money movement transactions.
- Resolving complex financial issues and discrepancies in a timely and accurate manner, maintaining a focus on client satisfaction.
Financial Advisor
TRANSAMERICA FINANCIAL
01.2017 - 01.2019
- Advised clients on a comprehensive range of financial matters, including investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement planning
- Developed personalized financial strategies for clients, aligning with their individual goals and risk tolerance
- Provided expert guidance on investment options, helping clients make informed decisions to optimize their financial portfolios
- Specialized in tax planning, offering valuable insights to minimize tax liabilities and maximize financial benefits for clients
- Assisted clients in developing effective estate plans, ensuring the smooth transition of assets and wealth preservation
- Educated clients on college savings accounts, insurance options, and mortgage solutions, tailoring recommendations to their unique needs
- Offered specialized advice on retirement planning, helping clients build sustainable and secure retirement income streams.
Education
BBA - Business Administration in Management
North Carolina State University
Raleigh, NC05-2016
Skills
- Business Management & Marketing: Proven expertise in developing and implementing effective business strategies and marketing campaigns to drive growth and achieve organizational objectives
- Operations Management: Specializing in streamlining processes and enhancing efficiency Skilled in optimizing workflows, managing budgets, and improving overall operational performance to achieve organizational objectives
- Customer Service: Exceptional ability to deliver high-quality customer service, ensuring customer satisfaction and loyalty through effective communication and problem resolution
- Sales: Adept at driving revenue growth, managing teams, and optimizing production processes Demonstrated ability to exceed sales targets, streamline workflows, and foster a high-performance culture
- Detail Oriented: Meticulous attention to detail in all tasks and projects, ensuring accuracy and precision in execution
- Oral & Written Communication: Strong communication skills, both verbally and in writing, facilitating effective collaboration with team members, clients, and stakeholders
- Public Speaking and Presentation: Adept at public speaking and delivering engaging presentations Comfortable conveying complex ideas to diverse audiences with clarity and confidence
- Problem Solving: Proven ability to analyze challenges, identify root causes, and implement effective solutions Thrives in dynamic and fast-paced environments
- Strategic Thinker: Possesses a strategic mindset, capable of developing and executing long-term business plans Utilizes critical thinking to make informed decisions
- Microsoft Suites: Proficient in utilizing Microsoft Office Suite, including Word, Excel, and PowerPoint, to enhance productivity and streamline business processes
- Data Analyzer: Skilled in data analysis, leveraging analytical tools to derive meaningful insights and inform data-driven decision-making
Certification
- Licensed Life, Accident and Sickness Agent - 2023
Timeline
Regional Sales Manager
Senior Life Insurance Company
01.2023 - Current
Accounts Payable Supervisor
The PIC FOUNDATION
01.2023 - 03.2024
Client Success Manager
CARYN HEALTH
01.2020 - 01.2023
Money Movement Manager
LPL FINANCIAL FIRM
02.2019 - 01.2021
Financial Advisor
TRANSAMERICA FINANCIAL
01.2017 - 01.2019
BBA - Business Administration in Management
North Carolina State University
- Licensed Life, Accident and Sickness Agent - 2023