Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
2016 Sales Representative Rookie of the Year at Lincoln Financial Group
Languages
Timeline
Generic

Jonathan James

Buford

Summary

Dynamic Senior Account Director at Lincoln Financial Group with a proven track record in strategic development and sales strategy. Expert in mentoring teams and enhancing client relationships, driving productivity, and achieving account management objectives. Skilled in content strategy and committed to fostering collaboration and efficiency in high-stakes environments.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Senior Account Director

Lincoln Financial Group
09.2008 - 07.2024
  • Strengthened productivity and capability of account management team by mentoring promising subordinate staff and training new hires in company policies and procedures.
  • Served as point of contact for clients and met with key accounts to discuss satisfaction with service and resolve conflicts in order to solidify business relationships.
  • Set account management objectives for department of Sales and developed strategies to meet those objectives while working within budgetary parameters.
  • Identified new leads and grew network by attending industry events and researching potential business relationships.

Superintendent

MC Custom Homes
05.2005 - 06.2008
  • Supported project coordination and smooth workflow by coordinating materials, inspections, and contractor actions.
  • Maintained safety onsite and upheld all OSHA regulations by onsite supervision and continuing education.
  • Managed complete construction process to maximize quality, cost-controls and efficiency.
  • Reviewed plans and inspected ongoing construction to keep work in line with project goals.

Warehouse Assistant

Peachtree Distribution, Inc.
04.1996 - 05.2005
  • Placed incoming inventory in optimal storage locations to promote continued accuracy and easy retrieval.
  • Prepared orders for shipment by picking, packing, and labeling merchandise.
  • Cleaned and maintained warehouse in compliance with OSHA safety standards.
  • Loaded and unloaded delivery trucks promptly for further distribution.


Education

Associate of Science - Business Administration

Kaplan University
Des Moines, IA
05-2011

Skills

  • Strategic development
  • Content strategy
  • Sales strategy development
  • Strategic planning

Accomplishments

Achieved the 2016 Sales Representative Rookie of the Year after eight years in the underwriting field at Lincoln Financial Group.

Affiliations

  • Buford City Schools
  • City of Buford
  • Lincoln Financial Group
  • Peachtree Distribution, Inc.
  • MC Custom Homes, LLC

Certification

Life and Health Insurance License

2016 Sales Representative Rookie of the Year at Lincoln Financial Group

Sold four million in life, disability, and dental insurance in my first year.  My best year while in this role was over nine million dollars.

Languages

Spanish
Limited Working

Timeline

Senior Account Director

Lincoln Financial Group
09.2008 - 07.2024

Superintendent

MC Custom Homes
05.2005 - 06.2008

Warehouse Assistant

Peachtree Distribution, Inc.
04.1996 - 05.2005

Associate of Science - Business Administration

Kaplan University
Jonathan James