Robert A. Jones Jr.
Wilmington,USA
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
21
21
years of professional experience
Work History
Donor Recruitment Representative
The American Red Cross, Wilmington Territory
01.2022 - Current
- Responsible for all aspects of the center and/or mobile operations; serve as the operational supervisor for the day. Manage donor flow and staff assignments for optimal efficiency. Ensures compliance with SOP, FDA, and AABB standards during blood collection operations.
- Improve customer service by decreasing response times using a personal centralized knowledge base and procedures.
- Schedule blood drives within center-established guidelines to achieve monthly and annual goals and projection accuracy.
- Direct, train, and motivate volunteer blood drive coordinators and committee members to ensure successful blood drives.
- Develop new donor sources.
- Maintain public and media relationships in multiple territories while consistently ranking first in production metrics.
- Develop an annual recruitment plan for meeting assigned collection goals. Prepare, assess, and respond to monthly forecast information.
- Develop and maintain donor recognition programs in assigned territory.
- Follow established sales/recruitment process (including projection accuracy); maintains and ensures accuracy and timeliness of account information.
- Build relationships with external departments and internal staff. Communicates effectively to coordinate blood drives and in-center activities. Represents the Company through personal contacts, public speaking engagements and educational presentations.
Office Manager/Producer/Compliance Officer
Allstate, Wilmington, NC
04.2012 - 10.2020
- Maintained complete oversight of customer and client engagement, records maintenance and production, client issue resolution, general office administration, budgetary and fiscal governance, and clerical support.
- Demonstrated keen ability and extensive motivation towards engaging positively with clients, management, and interdisciplinary teams during high stress/impact situations.
- Planned and executed phone calls, emails, and in-person correspondence to customers to offer information and ensure seamless directions to the desired staff. Maintained an active role in interviewing, hiring, and ongoing training of team members.
- Oversaw all filing and maintained records for compliance and auditing purposes.
- Met and consistently exceeded sales goals for personal and commercial property and casualty coverage lines as well as financial service products and investment vehicles.
- Excelled in building and maintaining long-term and trusting client relationships.
- Recognized for successfully producing high-quality documents, presentation, and spreadsheets for internal- and customer-facing needs via expert utilization of Microsoft Office Word, Excel, PowerPoint, and Access.
- Ensured expeditious, satisfactory resolution of diverse client issues.
- Facilitated multiple concurrent accountabilities and specific requirements to ensure delivery of expert, best-in-class clerical support.
- Established and sustained $300K+ annual budget to ensure operational efficiency while remaining within prescribed fiscal constraints.
Office Manager
Myrtle Beach Resorts, Myrtle Beach, SC
03.2008 - 04.2012
- Championed all aspects of office operations and administrative functions, including oversight and coordination of office-based employees to ensure heightened productivity, reporting office progress to key leadership personnel, and driving collaborative engagement to achieve office operation optimization, expedite transaction documentation and entry into databases, and ensure accurate, fact-checked financial and accounting reports.
- Headed all facets of hiring, training, development, and mentorship of staff, including establishing, monitoring, and achieving prescribed goals, executing performance reviews, and administering staff salaries.
- Ensured seamless execution of appointed scheduling and itinerary coordination clients and personnel.
- Led efforts to automate client correspondence, record tracking, and data communications that led to substantial improvement in general office operations.
Financial Advisor
Merrill Lynch, Wilmington, NC
10.2004 - 03.2008
- Charged with oversight of specialized financial planning and support for diverse populations with unique needs in partnership with local organizations. Led all facets of recruitment, training, and mentorship of junior financial and support staff to promote innovation, share knowledge of best practices, and ensure commitment towards company-wide success.
- Functioned as central resource in planning, preparing, and hosting data room while also coordinating advisory/legal teams and facilitating due diligence processes and procedures.
- Demonstrable success aiding and supporting brokers and advisors with provision of client services with orchestration of financial plans, execution of extensive investment research, and completion of trades and transactions.
- Played a critical role in collaborating with and aiding clients in retirement planning and funding, best practices in leveraging debt and loans, and complete development of custom, diversified portfolios.
- Specialized in various financial services including stocks, mutual funds, annuities, tax advice, and financial planning.
Education
Bachelor of Science - Business Administration concentrating in Marketing, & Finance
Appalachian State University
Boone, NCSkills
- Proficient in Microsoft Office Suite
- Proficient in various insurance products including Medicare and annuities
- Series 7 and Series 66 candidate
- Property and Casualty agent candidate
- Accident and health insurance licensed
- Licensed Medicare insurance agent
- AHIP certified professional
- Customer relationship management
- Regulatory compliance
- Trained teammates on Business Sales Force CRM
Accomplishments
- Achieved Captain's Club exceeding performance goals with accuracy and efficiency.
- Used Microsoft Excel to develop performance tracking spreadsheets.
- Achieved agency growth and efficiency by introducing Salesforce CRM.
Timeline
Donor Recruitment Representative
The American Red Cross, Wilmington Territory
01.2022 - Current
Office Manager/Producer/Compliance Officer
Allstate, Wilmington, NC
04.2012 - 10.2020
Office Manager
Myrtle Beach Resorts, Myrtle Beach, SC
03.2008 - 04.2012
Financial Advisor
Merrill Lynch, Wilmington, NC
10.2004 - 03.2008
Bachelor of Science - Business Administration concentrating in Marketing, & Finance
Appalachian State University
Qualifications Summary
- Competent Property and Casualty Insurance Agent accomplished in sales, marketing, management, agent training and mentoring, as well as customer service and relationship building.
- Meticulous, ambitious, and mission-focused towards aiding clients, companies, and individuals with all facets of financial planning and governance, including short- and long-term planning for retirement, education, daily expenses, taxes, investments, insurance decisions, and related fiscal matters.
- Exceptionally adept at analyzing and resolving complex challenges, prioritizing and completing multiple simultaneous tasks and following through to achieve established goals.
- Demonstrable success streamlining organizational functions, processes, and procedures via unparalleled ability to collaborate with leading clients, key stakeholders, interdisciplinary teams, and leadership personnel.
- Skilled in establishing in depth relationships with prospective and current clients to cultivate sustainable customer base, offer personalized financial advice, and ensure consistently positive financial outcomes for clients.
- Proficient in all facets of office administration, including maintenance records, scheduling, calendar management, process and policy planning, implementation and enforcement, workflow and productivity optimization, labor reduction, team orientation, and inter-departmental collaboration and liaising.
- Experienced and well versed in marketing, prospecting, and closing business in the financial service and insurance industries.
Additional Experience
- Support Services Technician
- Pharmaceutical Product Development, Wilmington, NC