Jonathan Rollins Email & Phone Number

North Richland Hills, TX, US

Dallas-Fort Worth Metroplex

• I partner with investment advisors to develop customized and cost-effective retirement savings programs for employers.TRPC can help with:
• 401(k) and 401(a) plans
• ERISA Compliant 403(b)s
• 457s
• Traditional Pension and Cash Balance plans
• A la carte 3(16) and payroll integration services

Dallas-Fort Worth Metroplex

• Manages and trains the internal sales desk team.
• Sets and tracks workflow processes for the Internal Wholesaling team.
• Prospects and qualifies sales leads generated from a variety of resources.
• Develops marketing plan with RVP partners.
• Educates advisers on how to source and close retirement plan business.
• Acts as liaison between the adviser and TRPC throughout sales cycle.

Dallas/Fort Worth Area

Helping advisors and plan sponsors design great retirement plans!

Dallas/Fort Worth Area

DFW, Texas

Dallas, Texas

• Created and execute contact campaigns to drive sales appointments for Regional VPs
• Created and present proposals to business partners
• Conducted website demonstrations and informational webinars
• Uploaded, cleaned and corrected data sets in CRM
• Researched target populations for territory development
• Developed weekly sales team analytics

Dallas/Fort Worth Area

• Create sales performance reports.
• Runs reports on client demographics to uncover cross-selling opportunities.
• Data reconciliation and validation.
• Identify and resolve data errors and inconsistencies.
• Assist team in development, deployment, and management of business tools needed to increase sales force productivity.

Fort Worth, TX

Externally: Assisted 700+ client families with comprehensive financial planning (risk solutions, cash management, tax planning and wealth building solutions). Presented features and benefits of insurance products, investments and reviewed employer benefits with a minimum of industry jargon. Fostered an environment that allowed my clients to ask questions.

Denver, CO; Arlington, TX; Fort Worth, TX

• Built customer relationships leading to repeat traffic while creating store loyalty
• Responsible for inventory control and receiving, product rotation and budgeting
• Built Sales by planning and implementing promotional events
• Wrote weekly email news letter
• Handled daily safe counts, bank deposits, and store opening procedures
• Trained new store employees and lead district training sessions

Lakewood, CO

• Worked as an on-call Supervisor (2/06 – 12/07)
• Planned and prepared menus according to menu guidelines while maintaining a high level of food quality and Student satisfaction
• Helped in planning and executing off-site catering events
• Supervised and trained both front and back of the house
• Assisted with ordering, inventory and product sourcing

Louisville, CO

• Planned menus according to dietary and financial guidelines while increasing food quality and lowering food cost
• Designed and implemented food sanitation training program
• Planned and executed special events for residents, family, staff and the public
• Implemented employee meal program that increased employee morale
• Responsible for maintaining relationships with vendors, ordering, inventory management, costing and preparing monthly financial statements

Bachelor Of Science (B.S.), Accounting

Associate Of Arts And Sciences (A.A.S.), Business/Commerce, General

Activities and Societies: Phi Theta Kappa honor society

Associate'S Degree, Culinary Arts/Chef Training

Certificate, Radio And Television Broadcasting Technology/Technician