Experience

HF Financial / MassMutual Carolinas

• Independent Financial Services Broker

  • 2009 - Present

  Sell insurance products and services while managing a portfolio of 100+ existing clients. Focus on benefits packages for small businesses and assisting individuals with securing Medicare supplements, Medicare Advantage, and Part D drug coverage. Sell insurance products and services while managing a portfolio of 100+ existing clients. Focus on benefits packages for small businesses and assisting individuals with securing Medicare supplements, Medicare Advantage, and Part D drug coverage.



Jacky Jones Imports

• Operations Consultant

  • Jun 2017 - Sep 2018

  Jacky Jones Dealer Group Hayesville, NC Contracted as subject matter expert and auto industry consultant to launch dealer group’s first import pre-owned car lot. Advised CEO on operational issues, purchased initial inventory, established relationships with lenders, and implemented Autosoft computer systems. • Directed successful marketing and rebranding of former “buy here pay here” sales lot • Established relationships with dozens of banks, credit unions, and consumer finance sources • Met all goals for sales, back end revenue, and customer engagement Show less



Jacky Jones Ford Lincoln Mercury

• Finance Director

  • 2008 - 2009

  Led 35 employees in F&I, sales, parts, and service departments to generate more than $20M in annual sales by selling financing solutions to customers in strictly defined sales system for multiple high-volume automobile dealerships. Planned and implemented policies, promotions, and training methods to educate and motivate associates to achieve volume and profit goals. Led 35 employees in F&I, sales, parts, and service departments to generate more than $20M in annual sales by selling financing solutions to customers in strictly defined sales system for multiple high-volume automobile dealerships. Planned and implemented policies, promotions, and training methods to educate and motivate associates to achieve volume and profit goals.



Legendary Ford Mercury

• United States
• Retail

• Financial Services Manager

  • 2007 - 2008

  Oversaw day-to-day operations, set policies and procedures, forecast business activity, and managed human resources functions as part of five-member executive management team to achieve all P&L goals. Increased finance penetration by 30% while generating average of 55 units each month. Established policies that improved extended service plan and Gap sales by 40%. Oversaw day-to-day operations, set policies and procedures, forecast business activity, and managed human resources functions as part of five-member executive management team to achieve all P&L goals. Increased finance penetration by 30% while generating average of 55 units each month. Established policies that improved extended service plan and Gap sales by 40%.



Taylor Motor Company

• United States
• Retail

• Financial Services Manager

  • 2003 - 2007

  Revitalized operations and managed 15-person team for $10M sales organization. Served on management team to develop and implement strategic vision for dealership. Introduced new sales processes, customer follow-up procedures, and new products to streamline sales operations and improve financial performance. Earned Ford President’s Award two consecutive years. Revitalized operations and managed 15-person team for $10M sales organization. Served on management team to develop and implement strategic vision for dealership. Introduced new sales processes, customer follow-up procedures, and new products to streamline sales operations and improve financial performance. Earned Ford President’s Award two consecutive years.


Ken Wilson Ford
• United States
• Automotive
• 1 - 100 Employee
• Financial Services Manager

  • 2001 - 2003

Hunnicutt Ford
• Finance and Insurance Manager

  • 1999 - 2001

Jacky Jones Dealer Group
• Business Manager

  • 1993 - 1998