Jonathan Wheatley
Moody,AL
Summary
Accomplished business leader with over 20 years of experience in operations management, sales leadership, and team development within service-based industries. Proven expertise in overseeing independent agency operations, driving business growth, and leading high-performing teams to consistently exceed sales and service goals. Adept at recruiting, training, and motivating professionals to achieve peak performance while ensuring compliance with policies, procedures, and financial regulations. Recognized for maintaining exceptional customer satisfaction scores, building strong client and industry relationships, and fostering a productive and supportive work environment. Entrepreneurial-minded operator with a track record of delivering measurable results in both corporate and independent settings.
Overview
23
23
years of professional experience
1
1
Certification
Work History
OWNER/OPERATOR
The Wheatley Agency
03.2023 - Current
- Responsible For All Independent Agency Operations
- Recruiting Independent Signing Agents
- Maintaining An Efficient and Productive Environment and Daily Encouragement and Motivation
- Hosting Daily and Weekly Informative Calls
- Daily Training
GENERAL MANAGER
Service Corporation International Inc.
03.2003 - 04.2022
- Managed the daily operations of the Funeral Home and Cemetery including a team of 20 employees
- Maintained expertise of system processes and workflows to ensure team responsibilities for effectiveness and efficiency
- Investigated and resolved internal and external customer requests
- Provided reporting to management and the company regarding production and sales goals
- Ensured compliance with established policies and procedures and exceeded defined service levels
- Contributed to major financial initiatives ensuring SOX compliance
- Supported audit engagements and regulatory exam requests
- Managed expenses within budget
- Key contributor for onboarding new team members, including but not limited to sales and operational training
- Maintained and excellent JD Power’s score of over 950 out of 1000
TERRITORY SALES DIRECTOR
Service Corporation International Inc.
01.2017 - 01.2018
- Managed a monthly quota of 4 million
- Created and maintained various Insurance Carrier and Industry Relationships
- Managed a team of 25 individuals ensuring accuracy of all data and SOX compliance
- Kept up with industry related product changes and introduction of new products through weekly and monthly internal marketing emails and communications direct from the carrier and communicated information to counselors
SALES MANAGER
Service Corporation International Inc.
01.2014 - 01.2017
- Managed a team of commission 5 -12 counselors
- Achieved a $450,000 sales quota monthly for a consecutive 18 months
- Reviewed data entry, handled customer complaints, researched items that were processed incorrectly, and reviewed Sales Force for accuracy
- Heavily involved in training for new employees and conducted quarterly training sessions
FAMILY SERVICE COUNSELOR
Service Corporation International Inc.
01.2006 - 01.2014
- Assist families in finding, locating and visually approving interment spaces before services
- Maintaining a high sales average
- Assisting families and clients with selecting interment options, designing memorials and sales.
- Assisting with payment options related to the sales process including trusts or insurance options
FUNERAL DIRECTOR
Service Corporation International Inc.
01.2003 - 01.2006
- Maintained relationships with Client Families
- Maintained a high level of JD Power and Associates Customer Satisfaction rate.
- Maintain a high sale average
- Assist families in planning meaningful celebrations for their loved ones.
Education
Mortuary Services
Jefferson State Community College
Birmingham, ALBiology
University of Tennessee
Chattanooga, TNBiology
University of Wisconsin, Madison
Madison, WISkills
- Sales Force, Microsoft Office Suite Software
- Financial reporting and financial analytics
- Team Leadership
- Audit and Compliance
- Training and Development
- Sales negotiation
Accomplishments
- Century Club qualifier 17 times
- JD Powers Customer Satisfaction and Loyalty Recipient
Certification
- Licensed Insurance Producer – Alabama & Florida
- Licensed Funeral Director – Alabama
Timeline
OWNER/OPERATOR
The Wheatley Agency
03.2023 - Current
TERRITORY SALES DIRECTOR
Service Corporation International Inc.
01.2017 - 01.2018
SALES MANAGER
Service Corporation International Inc.
01.2014 - 01.2017
FAMILY SERVICE COUNSELOR
Service Corporation International Inc.
01.2006 - 01.2014
GENERAL MANAGER
Service Corporation International Inc.
03.2003 - 04.2022
FUNERAL DIRECTOR
Service Corporation International Inc.
01.2003 - 01.2006
Mortuary Services
Jefferson State Community College
Biology
University of Tennessee
Biology
University of Wisconsin, Madison
Similar Profiles
Johnathan D. MarableJohnathan D. Marable
5th, 7th Grade Math Lead Teacher at Phylis Wheatley Community School5th, 7th Grade Math Lead Teacher at Phylis Wheatley Community School
Graham South FNAEAGraham South FNAEA
Sales director at Martin and Wheatley Sales LimitedSales director at Martin and Wheatley Sales Limited
Carter WattsCarter Watts
Wheatley Harbour Authority Seasonal Employee at Wheatley Harbour Authority CorporationWheatley Harbour Authority Seasonal Employee at Wheatley Harbour Authority Corporation
Alyson TaylorAlyson Taylor
Pharmacy Technician at CVS PharmacyPharmacy Technician at CVS Pharmacy
Ariana CastilloAriana Castillo
Store Associate at WalmartStore Associate at Walmart