Jonathan Bailey
Financial Coach at rebel Financial- Claim this Profile
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Topline Score
Bio
Credentials
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Uniform Investment Adviser Law Exam - Series 65
FINRANov, 2018- Nov, 2024
Experience
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rebel Financial
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United States
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Financial Services
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1 - 100 Employee
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Financial Coach
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Jan 2019 - Present
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Office Manager
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Jan 2014 - Present
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WOW! Internet, Cable & Phone
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United States
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Telecommunications
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700 & Above Employee
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Business Account Manager
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Jul 2013 - Jan 2014
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Time Warner Cable
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Telecommunications
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700 & Above Employee
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Account Executive
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Jan 2012 - Jul 2013
Evaluate current telecommunication and data processes in Central Ohio businesses. Provide bottom line enhancing solutions that benefit entities not only now but into the future. I build relationships and seek to provide value in all endeavors. Evaluate current telecommunication and data processes in Central Ohio businesses. Provide bottom line enhancing solutions that benefit entities not only now but into the future. I build relationships and seek to provide value in all endeavors.
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Victory Pharma
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Northern Virginia, Washington, D.C.
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Territory Manager
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Jan 2011 - Jul 2011
Established sales territory and successfully expanded it. Develop sales call plans and execute creative sales call strategies for each individual customer. Manage incentive plans, target lists, sales resources and budgets. • During the last month of Q2 and first month of Q3 increased the baseline of the lead product, Naprelan by 12%. • Winner of Victory Academic Award (competition within the company). • Successfully grew portfolio of pain medications Naprelan, Rybix ODT, and Dolgic Plus. • Helped with the launch and continued growth of once daily amoxicillin, Moxatag. Show less
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Summer Classics
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United States
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Furniture and Home Furnishings Manufacturing
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100 - 200 Employee
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Outside Sales Representative
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Sep 2007 - Jun 2010
Summer Classics is a premier furnishings designer, manufacturer and retailer.• Generated and maintained sales of high end outdoor furniture to specialty retailers, designers, and architects throughout Eastern Pennsylvania and New Jersey. • 2007: The territory did $853,000 in sales with the previous representative.• 2008: Exceeded all sales goals and grew sales 20% to $1,060,000.• 2009: Exceeded all sales goals and grew sales 4% to $1,100,000.• 2010: On pace to exceed goals and grow sales 5 -7%. • Established 18 new accounts in the territory, primarily utilizing cold calling techniques. • Maintained 244 customer accounts, while working closely with 30 sales corporations and numerous designers regarding special sales and promotions. • Most successful client consistently generated over $400,000 in business annually Show less
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Marketing Manager
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Apr 2004 - Aug 2007
• Coordinated directly with the sales force to assist in closing accounts.• Managed operations in home office to enable sales team success, such as maintaining consistent inventory levels, managing order process and ensuring customer satisfaction. • Planned and contributed to marketing activities such as trade show events.• Assisted in the development of marketing plans to communicate early-buy promotions on a yearly basis.
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BBVA in the USA
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United States
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Banking
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700 & Above Employee
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Inside Telephone Sales Representative
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Apr 2003 - Apr 2004
• Coordinated with individual bank branches in to plan and schedule appointments with the deposit and loan customers. • Exceeded all quotas for deposit accounts and loan applications. • Coordinated with individual bank branches in to plan and schedule appointments with the deposit and loan customers. • Exceeded all quotas for deposit accounts and loan applications.
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Education
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Bryant University
Certificate of Financial Planning (CFP), Financial Planning and Services -
University of Montevallo
B.S. in Business, Management - Michael E. Stephens College of Business