Jonathan Collins
Longwood,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Looking to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
20
20
years of professional experience
Work History
Retirement Specialist and Insurance
First Choice Wealth And Retirement
12.2018 - Current
- Specialized in the FRS system and worked hand and hand with all types of state employees and their benefits.
- Streamlined the retirement application process for clients, ensuring timely and accurate submissions.
- Increased client base by conducting informative seminars and workshops on retirement planning strategies.
- Developed customized financial plans for clients, addressing their specific needs and goals for a comfortable retirement.
General Manager
Retro Fitness
04.2016 - 10.2018
- Increased overall company efficiency by streamlining operations and implementing innovative managerial strategies.
- Developed and executed strategic plans for business growth and expansion, resulting in increased market share.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Developed and implemented strategies to increase sales and profitability.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Retirement Specialist
Dragon Financial Services
05.2012 - 08.2016
- Specialized in Florida Retirement System
- Enhanced client satisfaction by providing personalized retirement planning solutions and advice.
- Streamlined the retirement application process for clients, ensuring timely and accurate submissions.
- Increased client base by conducting informative seminars and workshops on retirement planning strategies.
- Developed customized financial plans for clients, addressing their specific needs and goals for a comfortable retirement.
Sales and Operations Manager
Lifestyle Family Fitness
01.2004 - 03.2012
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
Education
No Degree - Basic Courses
Seminole State College of Florida
Sanford, FLHigh School Diploma -
Lake Brantley High School
Altamonte Springs, FL06.1999
Skills
- Long-term Care Planning
- Life Insurance Planning
- Social Security Optimization
- Retirement Income Strategies
- Retirement Plan Design
- Supervision and leadership
- Critical Thinking
- Good Telephone Etiquette
- Remote Office Availability
Timeline
Retirement Specialist and Insurance
First Choice Wealth And Retirement
12.2018 - Current
General Manager
Retro Fitness
04.2016 - 10.2018
Retirement Specialist
Dragon Financial Services
05.2012 - 08.2016
Sales and Operations Manager
Lifestyle Family Fitness
01.2004 - 03.2012
No Degree - Basic Courses
Seminole State College of Florida
High School Diploma -
Lake Brantley High School