Jonathan Rollins

About Jonathan Rollins

Sales Analyst & Internal Sales Professional. Skilled in Lead Generation, Contact Campaign Design, Seminar Marketing and Relationship Management.

Experience

1. Regional Vice President of Sales - South Central (Tx, Ok, La, Ar, Ks, Ms & Al)

   The Retirement Plan Company, Llc

   Apr 2023 — Present · Dallas-Fort Worth, TX, US

   I partner with investment advisors to develop customized and cost-effective retirement savings programs for employers.TRPC can help with:• 401(k) and 401(a) plans• ERISA Compliant 403(b)s• 457s• Traditional Pension and Cash Balance plans• A la carte 3(16) and payroll integration services• Tools to help advisors scale their retirement plan business I am a graduate of Western Governor’s University (TX) where I earned a B.S. in Accounting (next time we meet in person, ask me about my three other degrees). I hold a Series 65 securities license. j•••••••@trpcweb.com

Education

• New England Culinary Institute

  Associate's degree, Culinary Arts/Chef Training

  1996 — 1998

• Tarrant County College

  Associate of Arts and Sciences (A.A.S.), Business/Commerce, General

  2009 — 2013

• New School of Radio and Television

  Certificate, Radio and Television Broadcasting Technology/Technician

  1993 — 1994

• Western Governors University

  Bachelor of Science (B.S.), Accounting

  2014 — 2015

Skills

• Mapinfo
• Food Safety
• Event Management
• Microsoft Dynamics Crm
• Customer Service
• Catering
• Larkspur
• Basic Sql
• Training
• Microsoft Access
• Business Planning
• Menu Development
• Personal Financial Planning
• Business Relationship Management
• Cross Selling
• Crm
• Employee Training
• Microsoft Office
• Sales
• Data Analysis
• Pivot Tables
• Rixtrema Fiduciary Optimizer
• Business Development
• Microsoft Excel
• Vlookup
• Rfp Generation
• Cost Management
• Purchasing
• Broadridge Opportunity Hunter
• Process Improvement
• Inventory Management
• Inventory Control
• Management
• Business Communications
• Budgets
• Food
• Finance