Jonathan Sacks
Retirement Plan Manager at Guardian Life
Based in Katy, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Katy
Industry
Financial Services
Company size
10K
Contact information
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j•••••••@guardianlife.com
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Background
About Jonathan Sacks
Highly motivated, detail oriented, and reliable professional with extensive experience in sales and marketing, relationship building, management, business development, national marketing, presentations, and territory management. Offering a unique combination analytical skills, creativity, excellent listening and interpersonal communication skills, and the ability to develop comprehensive solutions for clients. SELECTED ACHIEVMENTS Successfully created a sales division for The Planning Group Exclusively chosen to start up a national sales team for American General Managed, directed, and ran highly successful fly-in seminars for American General Created, sold, and implemented over 100 qualified plans during my first year at American National; equal in volume to that of the senior plan designer. Successfully organized and delivered retirement plan sales and training seminars for brokers that includes sales techniques and strategies, plan education, development and implementation, and document completion. KEY SKILLS Firm background in sales, marketing, and project management Excellent interpersonal skills; professional, creative, critical thinker, analytical Powerful presenter; dynamic and persuasive in both small and large group environments Specialties: business plans, customer relations, insurance, annuities, legal, marketing, meeting facilitation, microsoft office, microsoft windows, presentation skills, proposal writing, sales, sales training, securities, seminars, telephone skills,
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