Mark Jones
Field Agent
Lehigh Acres,FL
Summary
Hardworking professional, highly effective at managing high caseload while delivering productivity, quality and service standards. Excellent communicator and conflict manager with strong work ethic and self-confident approach. Highly adaptable and efficient with 10 years of sales and service delivery experience.
Overview
11
11
years of professional experience
Work History
Field Agent
Knights of Columbus
2021.07 - Current
- Managed over 1200 clients and determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Educated clients on insurance policies, procedures and disruptive financial events.
- Designed and gave presentations to promote insurance products and increase customer base.
Major Accounts District Manager
ADP
2018.06 - 2021.07
- Constructed and maintained a pipeline through networking events, presentations, referral partners, cold calling, and door knocking.
- Built senior executive relationships at companies between 50 and 999 employees and aligned solutions to business need.
- Responsible for acting as project manager throughout the technology implementation process and quantifying ROI and soft value to client organizations.
Global Enterprise Client Partner - Strategic Accounts
Gartner
2016.07 - 2018.06
- Responsible for retaining $3.5 Million in annual renewal value in strategic accounts.
- Supported sales activity through ROI reporting, collecting referrals to new prospects, and delivering impact assessments at time of renewal.
- Participated in pilot programs to increase individual license retention and reduce seat swapping during renewal period.
- Mapped a vast array of our clients individual mission critical priorities to their respective stakeholders and ultimately to organizational goals to most effectively align Gartner's resources.
Business Development Executive
Gartner
2015.06 - 2016.07
- Generated leads through cold calling, email marketing, and managing a Gartner newsletter in my assigned territory.
- Utilized the Value Selling Methodology to uncover mission critical projects, their associated pain points, and align Gartner solutions.
- Worked with the account onboarding and account management teams to ensure a seamless transition.
Call Center Manager: Telemarketing & Political Advocacy
Advantage Direct Inc.
2014.05 - 2015.06
- Managed 3 supervisors and 60 individual call agents while also being responsible for hiring, onboarding, scheduling, and performance review process for all agents.
- Ensured all call campaigns met their quotas and reported daily performance at individual and agency level.
- Leveraged data and analytics to optimize staffing and reduce headcount needed while improving average project time to completion.
Retail Associate
Winn-Dixie, Plato's Closet, & Ave Maria University
2012.02 - 2014.05
- Supported myself through college by working 25+ hours per week at various retail jobs.
Education
Bachelor of Arts in Biology -
11.2014
215 Life, Health, And Annuities License - Financial Planning And Services
03.2017
- FIC - Fraternal Insurance Counselor designation achieved in April of 2022
Skills
- Complex Negotiations
- Partnership Cultivation
- Business Development & Planning
- Sales Presentation & Public Speaking
- Client Relationship Management
- ROI Quantification
- Organization & Multitasking
- High Net Worth Financial Planning
- Stakeholder Management
- Internal Collaboration
Timeline
Field Agent - Knights of Columbus
2021.07 - Current
Major Accounts District Manager - ADP
2018.06 - 2021.07
Global Enterprise Client Partner - Strategic Accounts - Gartner
2016.07 - 2018.06
Business Development Executive - Gartner
2015.06 - 2016.07
Call Center Manager: Telemarketing & Political Advocacy - Advantage Direct Inc.
2014.05 - 2015.06
Retail Associate - Winn-Dixie, Plato's Closet, & Ave Maria University
2012.02 - 2014.05
Ave Maria University - Bachelor of Arts in Biology,
Kaplan Financial Education - 215 Life, Health, And Annuities License, Financial Planning And Services
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