Jonathan Pfaff Email & Phone Number

State Licensed Life Insurance Broker

High Point, NC

• Develop systems to manage growth
• Develop internal SOP (Standard Operating Procedures)
• Develop client onboarding process
• Develop employee onboarding process
• Document employee job descriptions
• Track employee engagement

High Point, NC

Under limited supervision, create and maintain internal processes vital for client delivery and growth of the company.

• Analyze functional needs and strategically implement customized Salesforce CRM
• Attend meetings as directed by the Vice President and offer recommendations for procedural enhancements
• Independently oversee projects involving staff and third-party vendors
• Design and deliver unique recruitment events linking training courses to employers and available jobs
• Assist with recruitment, course planning, and overall improvement of the Division
• Collect and summarize research and data for identified programs into usable reports

• Managed short-term and long-term projects from inception to closure
• Planned high-level client events, including coordination with the former White House Executive Chef to cook for and entertain our most affluent clients
• Interacted with Account Managers, Web Developers, Graphic Designers, Attorneys, Financial Advisors, and others to move critical projects forward
• Served on the Leadership Team and acted as the primary point of contact for staff
• Coordinated marketing initiatives and negotiated TV and Radio advertising
• Effectively utilized advanced CRM software to manage projects and other daily tasks

• Profiled clients to determine appropriate product offering and give practical advice
• Met performance and sales goals while fulfilling non-measured job expectations
• Made risk-based decisions and approved/declined transactions daily
• Led change as corporate positions and strategies shifted
• Adjusted coaching and motivational style to fit the needs of a diverse team and led them to perform above standards
• Provided operational and functional assistance to other locations as requested