Jacob Martin
Nashville,TN
Summary
Dynamic sales leader with a proven track record at Colonial Life & Accidental Insurance, excelling in customer relations and team development. Expert in sales management, I successfully increased agency revenue through innovative training programs and strategic relationship building, fostering a collaborative environment that enhanced agent performance and client satisfaction.
Results-driven professional prepared for role, leveraging experience in district management to drive operational excellence. Known for fostering team collaboration and consistently achieving high-impact results. Relied upon for adaptability and strategic thinking, proficient in leadership and problem-solving.
Overview
8
8
years of professional experience
1
1
Certification
Work History
District General Agent
Colonial Life & Accidental Insurance
01.2025 - Current
- Developed comprehensive insurance plans tailored to client needs.
- Conducted client meetings to assess coverage requirements and provide recommendations.
- Collaborated with team members to enhance customer service processes.
- Managed client follow-ups to ensure satisfaction and address inquiries promptly.
- Assisted in training new agents on product offerings and sales techniques.
- Utilized CRM software to track client interactions and policy renewals effectively.
- Researched market trends to identify potential growth opportunities for services offered.
- Facilitated workshops to educate clients on the benefits of supplemental insurance options.
- Managed a diverse portfolio of insurance products, ensuring optimal coverage for clients based on their unique needs.
- Represented company in diverse district sales and operations activities.
- Enhanced team productivity by providing ongoing coaching and performance feedback to agents.
Territory Sales Trainer
Unum
08.2023 - 12.2024
- Created engaging learning materials utilizing multimedia tools and technology.
- Developed and delivered training programs to enhance sales team performance.
- Collaborated with management to align training objectives with Annual Territory Business Plan Goals for the states of Illinois, Wisonsin, and Tennessee.
- Evaluated training effectiveness using participant assessments and performance metrics.
- Mentored new trainers, providing guidance on best practices in adult learning principles.
- Established clear expectations for desired outcomes at the onset of each course module or workshop session.
- Trained on sales and account management practices to reduce process lags and enhance performance, efficiency and profitability.
- Provided ongoing support to sales teams by acting as a resource for product knowledge, industry news, competitive analysis, and performance enhancement strategies.
Agency Development Manager
Colonial Life & Accidental Insurance
01.2022 - 09.2023
- Managed a team of agents, providing guidance and support to achieve individual and team goals.
- Organized training workshops for agents, focusing on product knowledge, sales techniques, and industry trends.
- Conducted regular performance reviews with agents to identify areas for improvement and establish career goals.
- Increased agency revenue by implementing effective sales strategies and training programs for agents.
- Fostered a positive work environment by promoting open communication channels amongst team members.
- Maintained up-to-date knowledge of insurance products, regulations, and best practices to ensure compliance across the agency.
- Enhanced agent productivity by providing ongoing coaching and feedback on their performance.
- Developed strong relationships with key partners to enhance overall business performance.
Agency Sales Representative
Colonial Life & Accidental Insurance
06.2020 - 12.2022
- Developed and maintained client relationships through effective communication and personalized service.
- Conducted presentations to educate clients on insurance products and benefits.
- Collaborated with team members to create tailored insurance solutions for diverse customer needs.
- Analyzed market trends to identify new sales opportunities and enhance product offerings.
- Collaborated with team members to develop targeted sales pitches for various industries and markets.
- Reported weekly sales metrics to management, contributing valuable insights that informed strategic planning.
- Developed customized proposals for prospective clients, showcasing the benefits of partnering with our agency.
- Effectively managed time allocation between prospecting new clients and nurturing existing accounts.
Medical Sales Representative
Elite Medical, LLC
09.2017 - 06.2020
- Developed strategic relationships with healthcare professionals to drive product adoption and sales growth.
- Developed key relationships with medical professionals, leading to consistent referrals and increased customer base.
- Worked with medical teams on smooth implementation and operation of new products.
- Demonstrated proper equipment use by showing clients product setup and operation using advanced knowledge of medical and surgical processes.
- Conducted operations in a fast-paced working environment by performing several surgical procedure facilitations at once.
- Collaborated closely with sales team members to reach collective goals, sharing best practices and techniques for success.
Education
Bachelor of Science - Biology
University of Louisiana At Lafayette
Lafayette, Louisiana, LA12-2016
High School Diploma -
Catholic High School
New Iberia, LA05-2011
Skills
- Customer relations
- Staff development
- Recruitment expertise
- Sales management
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Reliability
- Organizational skills
- Excellent communication
- Team leadership
- Team motivation
- Active listening
- Effective communication
- Adaptability and flexibility
- Decision-making
- Detail-oriented
- Relationship building
- Staff training and development
Accomplishments
- Supervised team of 8 staff members.
- Achieved Quarterly/Yearly Sales Goals with accuracy and efficiency.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- Licensed Life and Health Agent - June 2020-Present
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
District General Agent
Colonial Life & Accidental Insurance
01.2025 - Current
Territory Sales Trainer
Unum
08.2023 - 12.2024
Agency Development Manager
Colonial Life & Accidental Insurance
01.2022 - 09.2023
Agency Sales Representative
Colonial Life & Accidental Insurance
06.2020 - 12.2022
Medical Sales Representative
Elite Medical, LLC
09.2017 - 06.2020
Bachelor of Science - Biology
University of Louisiana At Lafayette
High School Diploma -
Catholic High School