Jonathan Riley Email and Phone Number

Recruited to startup a new inside sales desk platform, manage an 18-member team with a $95 million sales goal and increase market share by growing product sales and expanding our customer base.Impact & Results:• Increased territory sales by 15% in 2013 and 22% in 2014. • Surpassed corporate strategic goal of U100 life sales by 28% in 2018.• Ranked #1 territory for proactive sales and outbound contacts year over year. • Demonstrated an unwavering commitment to collaborate with field sales leaders to increase sales and develop marketing strategies.• Increased logged contacts by 30% in 2017 upon promotion to Salesforce.com project management leader.• Recognized for leadership skills - promoted to project manager for new products, enrollment platform and record keeping system in 2017.

Promoted to manage the northeast sales team consisting of 12 employees with a $900 million sales goal. Lead them to build professional relationships that would increase sales and company revenue.Impact & Results• Ranked #1 in large case sales in 2012.• Surpassed territory sales goals by 18% in 2012 and 15% in the first quarter of 2013.• Increased new plans quoted by 10% in 2011 and 22% in 2012.• Established sales strategies and presentation program which were adopted by the sales desk.• Promoted 4 inside sales reps to external wholesaler positions.

Responded to all customer inquiries in a timely manner. Proactively called new and existing customers to discuss their needs, review existing accounts and see if new products or solutions could be added to enhance portfolios.Impact & Results• Recognized for superior performance and promoted to hybrid wholesaler in 2010.• Exceeded sales goal by 15% in 2010.• Ranked #1 in sold plans for inside sales reps by: -Increasing outbound contact quotas, building strong relationships, consistent follow-up, territory travel and delivering in person finalist presentations.• Diligent prospecting for new retirement advisors, provided education on our products and selling strategies.• Top quartile leader each year for total sales and plans presented. • Promoted to lead internal wholesaler in 2011 based on sales and my ability to mentor peers.

Responded to all customer inquiries in a timely manner. Proactively called new and existing customers to discuss their needs, review existing accounts and see if new products or solutions could be added to enhance portfolios.• Sales Increased from $75 million to over $200 million during tenure. • Top quartile inside sales rep year over year.• Promoted to hybrid wholesaler in 2009, traveled in territory on a quarterly basis.o Results: Exceeded sales goal and increased new emerging market relationships by 50%.• Promoted as consultant for external wholesalers and advisors on DCIO product.• Elected to firm liaison for Closed end funds and wire firms.

• Rookie of year in 2005 for new sales.• Surpassed sales goal by 20% in 2006.• Award recognition for investment allocation strategies presented to clients.• Top quartile producer in 2006 for annuities, sold over $10 Million in fixed and variable products.

B2B and Individual Sales

Attained PGA Class A Card in 1998Taught Golf Schools and Private LessonsMarketing development and distributionManaged 14 Instructors while in Assistant Director Position