Finance
Martin Gotel Jr
Partner Colorado Credit Union
Denver,CO
Summary
Results-driven direct sales professional with 6 years of experience in door-to-door, tele-sales, customer relations and management in an office environment. Seeking a challenging new career that still involves sales to leverage my skills and experience in customer relations for a dynamic organization. Currently dedicated to obtaining the necessary licenses to do so.
7
years of professional experience
Work History
Licensed healthcare consultant
11 Months- Advised Partner Colorado Credit Union members on healthcare plan selections and coverage options.
- Guided members through open enrollment and benefit changes with patient communication.
- Explained healthcare policies, provider networks, and enrollment steps in clear language.
- Reviewed medical claims, billing questions, and benefit eligibility for credit union clients.
- Coordinated with insurers and medical offices to resolve member coverage issues.
Member Engagement Specialist
11 Months- Developed and implemented strategies to increase member engagement through surveys, polls, and feedback forms.
- Compiled reports on key performance indicators related to member engagement levels and satisfaction scores.
- Collaborated with internal departments such as marketing or IT to ensure successful implementation of initiatives aimed at improving member experiences.
- Supported business objectives by engaging in training programs.
- Participated in public speaking engagements representing the organization at industry events.
- Created promotional materials such as flyers and brochures to advertise membership opportunities.
Account Service Representative
1 Year 7 Months- Process member transactions including deposits, withdrawals, transfers and loan payments efficiently and accurately
- Verify member identification, ensuring compliance with bank security and anti-fraud policies
- Educated members on banking products, services, and online banking to enhance financial literacy and engagement
- Delivered prompt, courteous service while addressing member inquiries and resolving banking issues to foster positive member relationships
- Participated in audits, cash counts, and reporting activities to maintain compliance and ensure accuracy in financial operations
- Protected sensitive member information by following strict confidentiality protocols. of sensitive member information of sensitive financial and personal information
Sales Representative
2 Months- Prospected for new customers using Farmers Insurance leads and referrals.
- Explained auto, home, and life coverage options to prospective clients.
- Prepared policy quotes and reviewed coverage details with customers.
Sales Associate
2 Months- Greeted customers and provided friendly, helpful service throughout the checkout process
- Operated POS system to process cash, credit and debit transactions accurately and quickly
- Greeted customers, delivering friendly service and assistance during checkout
- Verified prices and efficiently scanned and bagged items to expedite checkout
- Resolved customer concerns, ensuring satisfaction or directed complex issues to supervisor
- Followed all store procedures regarding safety, security and loss prevention
Sales Associate
5 Months- Assisted customers in locating products and answering questions.
- Maintained visually appealing store by restocking inventory and arranging displays to attract customers
- Promoted limited time offers and promotional campaigns to boost customer interest and urgency
- Maintained and visually appealing area by restocking inventory and arranging displays
- Met or exceeded loyalty program goals by promoting store promotions and the loyalty program to customers
- Promoted limited-time offers and promotional campaigns to generate customer interest and increase sales urgency
Door to Door Sales Rep.
1 Year 4 Months- Conducted door-to-door sales presentations, clearly communicating product benefits and features to prospective customers, increasing engagement.
- Handled objections and addressed customer concerns, provided solutions to close sales successfully
- Built and maintained relationships with customers at their doors, leveraging strong interpersonal skills to establish trust and drive sales
- Met or exceeded daily goals by dedicating out of office time to research new areas that would potentially benefit from the product being offered.
- Established positive community relationships through consistent engagement. from community, obtaining a strong reputation for company and personal name.
Door to Door Sales Rep
3 Years- Exceeded sales targets and consistently ranked among the top performers on the team.
- Documented daily activities, sales figures, and customer interactions to enhance CRM data accuracy.
- Handled and addressed customer concerns, providing a solution to close sales successfully.
- Adapted communication styles to match diverse customer personalities and needs, ensuring a personalized approach in every interaction.
- Resolved customer concerns by providing tailored solutions, effectively closing sales.
- Adjusted communication styles to align with diverse customer personalities, fostering personalized interactions.
Branch Owner
5 Months- Ran a team of 12 employees with the goal of expanding into a new area with new potential customers
- Facilitated onboarding process for new hires, ensuring all necessary documentation was completed promptly. and legal paperwork efficiently at the end of the hiring process, ensuring prospects' start date was promised
- Oversaw employee progression in branch, addressing concerns and questions during evaluations to support development
- Conducted comprehensive employee evaluations to assess performance and identify areas for improvement. and determined whether employee was essential to the company or following company guidelines. Implemented disciplinary actions including employee terminations, in compliance with company policies.
- Conducted interviews with the ability to examine potential prospects and their fit in the company
- Conducted daily meetings to align team on sales goals and tasks for improved focus and accountability
- Led team of 12 employees in efforts to expand into new area, identifying and pursuing potential customer opportunities
- Managed invoice processing to maintain accurate financial records for the company. and paperwork to ensure the company was well maintained and up to date
- Attended weekly meetings as owner of the branch with other office owners to assess new strategies and tactics introduced by the company.
Education
P&C Insurance Licenses - Property And Casualty Insurance
Real Estate License
Freshman - Senior Year
Some College (No Degree) - Life & Health Insurance Licenses
Skills
Healthcare compliance
Client relationship building
Cross-selling expertise
Financial literacy
Customer service
Sales and upselling
Problem resolution
Telemarketing
Money handling
Direct sales
Timeline
Licensed healthcare consultant
Partner Colorado Credit Union
11.2025 - Current
Member Engagement Specialist
Partner Colorado Credit Union
11.2025 - Current
Account Service Representative
Partner Colorado Credit Union
03.2025 - Current
Sales Representative
Farmers
01.2025 - 03.2025
Exam FX
P&C Insurance Licenses from Property And Casualty Insurance
01.2025 - 01.2025
Sales Associate
Dollar Tree
01.2025 - 03.2025
Sales Associate
Nike Outlet
03.2024 - 08.2024
Exam FX
Some College (No Degree) from Life & Health Insurance Licenses
02.2024 - 03.2024
Door to Door Sales Rep.
Run On Solar
10.2022 - 02.2024
Branch Owner
United Energy Services (UES)
10.2020 - 03.2021
Door to Door Sales Rep
United Energy Services (UES)
10.2019 - 10.2022
Hondros College
Real Estate License
12.2018
Charles F. Brush High School
Freshman - Senior Year
05.2018