ROBERT JONES
Lakewood,CO
Summary
Experienced with life insurance policy evaluation, underwriting, and client advisement. Utilizes strategic sales techniques to match clients with suitable insurance plans. Track record of effective risk assessment and customer relationship management.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Globe Life Insurance
Denver, CO
01.2026 - Current
- Cultivated strong client relationships to assess individual insurance needs and provide tailored solutions.
- Developed comprehensive knowledge of life insurance products to educate clients on policy options.
- Managed complex applications and ensured compliance with regulatory requirements throughout sales process.
- Streamlined client onboarding processes, improving efficiency and enhancing customer experience through proactive communication.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Human Resources Executive
Moms and Mutts Colorado Rescue for Pregnant and Nursing Dogs
Englewood, CO
08.2017 - 03.2025
- Led financial strategy development, aligning budgetary goals with organizational mission.
- Oversaw fiscal management, ensuring compliance with regulatory standards and best practices.
- Directed financial forecasting and analysis to support strategic planning initiatives.
- Developed and implemented HR policies to enhance employee engagement and retention.
- Led recruitment efforts, optimizing talent acquisition strategies to align with organizational goals.
- Managed performance appraisal processes, ensuring fairness and consistency across departments.
- Facilitated training programs, improving staff competencies and fostering professional development.
- Analyzed employee feedback to identify areas for improvement in workplace culture.
- Oversaw compliance with labor laws and regulations, mitigating risks for the organization.
- Collaborated with executives to align HR initiatives with overall business strategy.
- Developed and implemented HR policies to enhance employee engagement and compliance.
- Streamlined recruitment processes, reducing time-to-hire while improving candidate quality.
Financial Service Specialist
Charles Schwab
Denver, CO
01.2012 - 08.2017
- Facilitated asset transfers between financial institutions
- Built strong relationships with clients through regular communication and financial education sessions.
- Mentored junior staff on compliance procedures and best financial practices.
- Conducted comprehensive reviews of client accounts to ensure alignment with financial goals.
- Implemented technology solutions to automate reporting, reducing manual errors significantly.
- Collaborated with management to design training programs focused on regulatory changes and industry standards.
- Streamlined financial reporting processes for improved efficiency and accuracy.
- Trained junior team members in financial analysis techniques, improving overall team performance.
- Increased client satisfaction by providing personalized financial advice and building strong relationships.
Financial Services Processor
Fiserv
05.2006 - 12.2011
- Worked with customers and other financial institutions to transfer and manage IRA accounts and transfer requests.
- Processed high volumes of transactions with accuracy, ensuring compliance with industry standards.
- Collaborated with cross-functional teams to streamline operations and enhance workflow efficiency.
- Utilized advanced data management systems for tracking and reporting processing metrics.
- Identified process bottlenecks and proposed solutions to improve overall productivity.
- Implemented quality control checks to maintain data integrity throughout processing stages.
- Led initiatives to automate repetitive tasks, resulting in time savings for the team.
- Supported team members in their tasks, contributing to overall team success.
- Increased productivity by effectively managing workload and prioritizing tasks.
- Received and reviewed incoming documents and materials.
- Enhanced team collaboration, sharing best practices for efficient processing techniques.
Education
Bachelor of Science - Political Science And Government
Metropolitan State University of Denver
Denver, CO05-2006
Skills
- Employee relations
- Onboarding process
- Strategic planning
- Internal communications
- Volunteer program coordination
- Training development
- Policy implementation
- Training leadership
- Payroll administration
- Insurance policy sales
- Building relationships
- Client service
- Client account management
Certification
- Colorado Life Insurance License
- Florida Life Insurance License
- Texas Life Insurance License
- Ohio Life Insurance License
- Michigan Life Insurance License
Languages
English
Native or Bilingual
Timeline
Life Insurance Agent
Globe Life Insurance
01.2026 - Current
Human Resources Executive
Moms and Mutts Colorado Rescue for Pregnant and Nursing Dogs
08.2017 - 03.2025
Financial Service Specialist
Charles Schwab
01.2012 - 08.2017
Financial Services Processor
Fiserv
05.2006 - 12.2011
Bachelor of Science - Political Science And Government
Metropolitan State University of Denver