David A. Jones

Financial Services Representative @Coastal Benefits Solutions Llc

Miami-Fort Lauderdale, FL, US

EMAILS

[email protected]

MOBILE NUMBERS

+18•••••••51

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WORK HISTORY

Jul 2016 — Present

Financial Services Representative @Coastal Benefits Solutions Llc

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Ft. Lauderdale, FL, US

Licensed to offer insurance products in Florida and South Carolina-Registered to offer securities products in Florida Retirement Products and Services-Asset Allocations -Variable Annuities -IRA Consolidations/Rollovers -Pension Transfer/Rollovers -Defined Contribution Plans [403(b), 457(b), 401(k)]-Pension Payout Alternatives -Fixed Annuities Individual Products and Services -Investment Advisory Services -Mutual Funds -Term Life Insurance -Universal Life Insurance -Whole Life Insurance -Education Funding Strategies*-Mortgage Protection (through life insurance and disability income insurance)-Long-Term Care Insurance -Disability Income Insurance

SKILLS

Disability InsuranceNetwork InstallationFixed and Variable AnnuitiesMarketingGroup Benefit Plans (Health, Dental, Vision, Etc.)Customer SupportTcp/IpTraditional Ira, Roth IraTeam BuildingManagementLife InsuranceComputer Aided DispatchNetwork AdministrationInvestment StrategiesHelping ClientsTechnical SupportEducation Funding StrategiesActive Directory Experience401(K) RolloversTelecommunicationsMutual FundsCisco RoutersDirect SalesGroup Life, Group DisabilityTelecom InfrastructureMicrosoft OfficeSalesTelecommunications ManagementHelping Clients SucceedTechnical Sales PresentationsCisco Call ManagerCommunicationCustomer SatisfactionTrainingLeadershipStrategic PlanningDisability Income Insurance401(K), Sep, SimplePublic SpeakingTelecommunications Engineering

ABOUT DAVID A. JONES

My goal is to provide families and business owners with assistance in building their…

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