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Rodney Jones

Call Quality and Risk Analyst, Sales Coach and Trainer, Marketing Consultant.

Work experience

Apr 2014Present

Call Quality Analyst

Protective Life
* Implement and monitor a call quality program for the company's five sales desks. * Work with sales desk managers on creation and implementation of call performance standards. * Training, rating and coaching of sales desk personnel for call improvements. * Compliance and risk management review of phone calls. * Creation of sales ideas and strategies for phone calls as well as sales pitch development. * Developed phone scripts for use by sales personnel. * Assess strengths and weaknesses of sales personnel while providing insights.
Jul 2011Present


RC Management, LLC
* Consulting with businesses or individuals looking to develop or improve their branding. * Social media management and strategies for various social media outlets. * Sales and marketing coaching including strengthening of selling techniques and sales strategies. * Workshop on right brain selling techniques to increase and maximize sales relationships.
Apr 2010Apr 2014

Internal Wholesaler II

Protective Life
* Handed life and annuity product promotion to financial advisors. * Coordinated sales strategies and sales ideas with financial advisors. * Coordinated fund sub account discussions between product partners and our sales desk. * Supported external wholesalers including the developing of territory strategies and business plans. * Coached and provided sales support for financial advisors about our annuity products. * Developed sales ideas for use by the sales desk. * Trained new internal wholesalers on Protective products and systems. * Managed Microsoft Map Point for territory coordination.
May 2009Mar 2010

Field Sales Manager

Great American Financial Resources

* External wholesaler supporting and training financial advisors of broker dealers, managing general agencies and independent marketing organizations. * Focus was on developing and managing distribution in the 403b and 457 markets through my territory which included Florida, Houston and Atlanta. * Served as direct contact with the home offices of the groups that I represented and acted as a liaison with our company as it pertains to overseeing their sales agreements. * Attended national and regional conferences for partner firms. * Provided training and presentations to discuss products and opportunities. * Sales were driven through variable, fixed and fixed indexed annuities.

Sep 2007May 2009

Key Accounts Manager

Great American Financial Resources

* Negotiation of new selling agreements with broker dealer firms. The goal was to increase new distribution partners in the broker dealer area. During 2008, I led our six member team with 25 selling agreements. * Led broker dealer home office discussions on the opportunity of the 403b and 457 marketplace for financial advisors. Developed strategies on how best to work with advisors for increasing success. * Trained the advisors of the firms that I represented on our products and where they could provide opportunities. * Attended national and regional conferences for broker dealer firms. * Provided training, workshops and presentations about our products. * Coordinated joint discussions with our marketing team on the creation of sales ideas for the benefit of internal and external partners. * Territory covered included Georgia and Florida.


Masters Graduate Work

West Virginia University
Studied under the MBA program at West Virginia University earning 21 credit hours.

Bachelors of Science

West Virginia University
Major program emphasis was advertising


Business Planning
Relationship Management
Risk Management
Process Improvement
Sales Management
Retirement Planning
Team Building
Life Insurance
Variable Annuities
Building Relationships
Direct Sales
Strategic Planning
Social Media Consulting
Social Networking
Series 63
Public Speaking
Sales Process
Mutual Funds
Series 6
Customer Service
Social Media Marketing
Social Media
Marketing Strategy
Sales Presentations
Fixed Annuities
Sales Operations


Series 63

Series 6

Life Underwriting Training Council Fellow

Certified Retirement Counselor