Jon Shields Email & Phone Number

Orlando, Florida, United States

Manage front office sales & service as well as back office procurement for USA Manufacturing micro-business.• Supply Chain Management: Adept at building and maintaining strong vendor relationships, ensuring timely procurement to meet production schedules and deadlines.• B2B Sales Management: Managing and growing existing accounts while also identifying and cultivating new business opportunities through various channels.• B2B Sales Management: Supervise all contract negotiations… Show more Manage front office sales & service as well as back office procurement for USA Manufacturing micro-business.• Supply Chain Management: Adept at building and maintaining strong vendor relationships, ensuring timely procurement to meet production schedules and deadlines.• B2B Sales Management: Managing and growing existing accounts while also identifying and cultivating new business opportunities through various channels.• B2B Sales Management: Supervise all contract negotiations with US & Canadian Govt, health institutions, private businesses and distribution companies.• Service Management: Manage Customer Service & Shipping departments, providing guidance and support needed to build strong, long-lasting relationships with customers to ensure satisfaction and loyalty.• Data Management: Design and maintain numerous Excel sheets to interpret and leverage data to improve processes, optimize production, and support strategic decision-making. Examples include: customer sales history, cost of goods sold, vendor order management, work-in-progress and product databases. Show less

Orlando, Florida Area

Primarily teaching at Millennium Middle School. Fulfill short-term teaching assignments across all subject areas, effectively teaching students of varied academic and cultural backgrounds. Consistently praised for effectiveness, reliability, and organization as one of the school’s most in-demand substitutes.

Altamonte Springs, Fl

Exceeded personal sales objectives for online Property and Casualty Insurance agency.• Selected by the Training Manager to assist in development of new hire sales training curriculum and training manual within first 3 months of hire.• Co-facilitated new hire training classes of new agents, introducing products, underwriting, and data entry for multiple vendors, professional selling skills, and performance management.• Created numerous supervisory MS Excel Spreadsheets for Management… Show more Exceeded personal sales objectives for online Property and Casualty Insurance agency.• Selected by the Training Manager to assist in development of new hire sales training curriculum and training manual within first 3 months of hire.• Co-facilitated new hire training classes of new agents, introducing products, underwriting, and data entry for multiple vendors, professional selling skills, and performance management.• Created numerous supervisory MS Excel Spreadsheets for Management to track performance of sales teams, including Agent Performance Measures (Sales, CS Scores), Call Coaching sessions, Team-by-Team Performance Comparison, and Sales Trends Analysis. Show less

Maitland, Fl

Managed investment accounts for client's living outside the U.S.A. with assets under management between $25,000 to $10 Million in both English and Spanish. Actively traded stocks and options and provided detailed market analysis and regulatory oversight.• Increased Assets under Management by >$21 Million through Consultative Sales and Service.• Conducted Online Client Training Webinars in Spanish to roll-out new product offerings, deepen the use of existing offerings, and counsel… Show more Managed investment accounts for client's living outside the U.S.A. with assets under management between $25,000 to $10 Million in both English and Spanish. Actively traded stocks and options and provided detailed market analysis and regulatory oversight.• Increased Assets under Management by >$21 Million through Consultative Sales and Service.• Conducted Online Client Training Webinars in Spanish to roll-out new product offerings, deepen the use of existing offerings, and counsel understanding of US regulations.• Supervised Representative Development Program, consisting of group training classes and individual coaching, improving colleague’s knowledge of Trading Mechanics, Trade Dispute Resolution & Risk Management, Margin Calculation, Option Trading Strategy, and US Tax Regulation of Domestic and Offshore Investment by non-US residents.• Created numerous supervisory MS Excel Spreadsheets for Management to track employee performance measures, as well as calculators of equity reorganization distributions and related margin recalculation. Show less

Heathrow, Fl

Managed personal and team sales objectives for Fortune 100 Property and Casualty Insurance Company. • Promoted to Lead Sales Agent within 18 months of hire.• Improved Team Customer Service Scores by the highest margin in call center (11%) within first 5 months of promotion. • Supervised individual and group training of Consultative Sales and Service Techniques to veteran team of agents which led to 20.7% Increase in Sales within 3 months.• Led new hire training classes on… Show more Managed personal and team sales objectives for Fortune 100 Property and Casualty Insurance Company. • Promoted to Lead Sales Agent within 18 months of hire.• Improved Team Customer Service Scores by the highest margin in call center (11%) within first 5 months of promotion. • Supervised individual and group training of Consultative Sales and Service Techniques to veteran team of agents which led to 20.7% Increase in Sales within 3 months.• Led new hire training classes on underwriting procedures, efficient system usage and data entry, and professional selling skills• Created numerous supervisory MS Excel Spreadsheets to track agent performance, including detailed analysis of sales by agent, product, and region, call quality component analysis, as well as attendance and availability measures. Show less

Maitland, Fl

Managed investment accounts for clients with assets under management between $1M to $10M. Short term employment due to departmental layoff. • Accelerated Training of fellow new-hires on Schwab Systems and Trading Accuracy, enabling them to complete training 1 full week ahead of schedule, exceeding timetable by 33%.

Maitland

Senior Institutional Relationship Manager, Schwab Institutional Services (2000 - 2002)Supervised team of 8 relationship specialists supporting Independent Financial Advisor businesses, representing assets from $25M to >$250M. • Supervised Workflow Management for 8-member relationship specialist team, assigning all incoming documents (200-400 per day) to assure prioritization and timely processing.• Supervised Regulatory Review and Approval of all processing completed… Show more Senior Institutional Relationship Manager, Schwab Institutional Services (2000 - 2002)Supervised team of 8 relationship specialists supporting Independent Financial Advisor businesses, representing assets from $25M to >$250M. • Supervised Workflow Management for 8-member relationship specialist team, assigning all incoming documents (200-400 per day) to assure prioritization and timely processing.• Supervised Regulatory Review and Approval of all processing completed daily.• Managed Departmental Training Project to identify weaknesses and implement training programs in product knowledge, operational procedures, and industry regulations. Resulted in improving customer satisfaction scores nearly 9% department-wide.Senior Bilingual Relationship Manager, Schwab Active Trader Services (1996 - 2000)Managed project to develop Latin American Active Trader service team.• Founded Latin American Active Trader team and Developed International Assets Under Management to $878M in initial 18 months. • Partnered with Latin America Regional Branch VP, International Services VP, and Schwab 500 VP to establish team and strategic goals.• Conducted Training Classes on Equity Fundamental and Technical Analysis, Web Trading, Margin and Option Trading Strategies. Show less

Bachelor'S Degree, Speech Communication And Rhetoric, 3.6 Gpa

Activities and Societies: Worked full time while in school Water Ski Team Field of study was Rhetorical Communication with primary.

Spanish Fluency, Spanish Language, Pass

Participated in 2 study abroad programs, in 1993 and 1994. Obtained fluency by working with a butcher's family in a rural Mexican village.