Joel Martinez
Austin
Summary
Accomplished Results Driven Manager of Life Insurance and Annuities Sales with over 30 years of Leadership and Management experience as an integral part of fast paced successful sales teams.
Strategic thinker and proactive problem solver with extensive experience in relationship selling and regional territory sales management in Markets from Hawaii to Northern New England and Central and Mid-West United States.
Proven track record at ACE, adept at developing strategic partnerships and enhancing business relationships. Leveraged in-depth market knowledge and negotiation skills to exceed sales quotas. Expert in team building and leadership development, ensuring client satisfaction and increased profitability through innovative sales strategies and effective staff coaching.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Life Insurance Specialist Life and Annuities Sales
ACE
06.2024 - Current
- Collaborated with underwriters to ensure accurate assessments of risk and appropriate policy pricing.
- Educated clients on various life insurance products, enabling informed decision-making and tailored coverage options.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Negotiated contracts and terms of sale with potential customers.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Life Sales Manager
ACE
10.2006 - 06.2024
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
Independent Life Insurance Agent Agency Owner
Self-employeed
11.2000 - 07.2005
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Life Insurance Sales Manager
AIG American General Life and Accident
11.1998 - 10.2000
- Structured internal role-playing exercises to improve agents' sales effectiveness, overcome client objections and enhance client renewal rates.
- Negotiated favorable terms with carriers on behalf of clients, securing competitive rates while maintaining appropriate coverage levels.
- Streamlined operational processes to increase efficiency, reduce costs, and improve overall productivity.
- Accompanied new agents on sales calls and identified [Type], [Type] and [Type] insurance sales opportunities.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
Education
LUTCF
American College
10-1994
Skills
Self-Motivated
In-depth knowledge of Multiple markets and relationships
Skilled negotiator
Excellent communication skills
Organized
Staff Development / People Development
Public Speaking
Post Sales Support
Talent Management
Business Relationship Management
Business to Business
Direct Sales
Team Building
Consultive Sales Management
Strategic Partnerships
Customer Service
Coaching
Time Management
Auditing
Presentation Skills
Sales Training
Leadership Development
Calm under pressure
Word, Excel, MS Teams, Power Point
Accomplishments
Accomplishments
Throughout my over 30 years of Management and Leadership Rolls I have recruited, trained and developed people to become self-sufficient and high performing sales agents. I have qualified for countless sales conferences to destinations across the U.S. And outside the U.S.
My most recent management and leadership rolls with Auto Club Enterprises, I was the 1st Manager outside of the California markets to qualify for the AAA Life’s most prestigious award AAA Life Diamond Club and I also earned Life Sales Manager of the year award in 2009. Qualified for numerous Sales Conferences from 2006 to present.
Certification
Texas Department of Insurance
General Lines License
Languages
Spanish
Native or Bilingual
Timeline
Life Insurance Specialist Life and Annuities Sales
ACE
06.2024 - Current
Life Sales Manager
ACE
10.2006 - 06.2024
Independent Life Insurance Agent Agency Owner
Self-employeed
11.2000 - 07.2005
Life Insurance Sales Manager
AIG American General Life and Accident
11.1998 - 10.2000
LUTCF
American College
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