Martin (Marty) Willenborg
SWISHER,IA
Summary
Experienced in using consultative sales abilities to promote financial products. Proficient in successfully improving policies and procedures to optimize performance and increase revenue. Results-oriented financial professional knowledgeable about diverse investment, savings and debt plans. Hardworking and forward-thinking with excellent judgment and customer service skills. Focused on building long-lasting relationships to drive business success. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
53
53
years of professional experience
1
1
Certification
Work History
Investment Advisor Representative
Accel Wealth Management
Cedar Rapids, IA
01.2019 - Current
- Contacted potential clients to pursue sales and gather funds.
- Gathered data and built financial models around key metrics.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
- Monitored and updated financial plans to comply with client goals.
- Educated clients on potential risks and rewards associated with various investments.
- Advised clients on investments, retirement and estate planning.
Owner / Partner
Premier Advisors Group
Cedar Rapids, IA
11.2007 - 01.2019
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Established foundational processes for business operations.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
Brokerage Manager
MetLife Insurance Company
State of Iowa
02.2002 - 11.2007
- Supported financial director with special projects and additional job duties.
- Worked with established agents in the Edward Jones Offices in all of Iowa helping them develop life insurance sales and Estate Planning opportunities
District Manager / Sales Manager /Agent
Prudential Financial
Cedar Rapids, Iowa / Des Moines, Iowa / Dubuque, I
11.1981 - 02.2002
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Assessed each location's individual and team performances, analyzing data trends to determine best methods to improve sales results.
- Devised strategies for retaining accounts, delivering polished sales presentations and promoting brands and products.
- Worked diligently with dealers and management teams to forge lasting relationships and assist in solving unique business problems.
- Resolved complex problems impacting sales management by implementing cost-effective strategies.
- Modeled strong negotiation skills to help team members close tough deals with lucrative clients.
Laborer
Dubuque Packing Company
Dubuque, IA
09.1970 - 11.1981
- Worked alongside team to accomplish work goals according to schedule.
- Understood and followed verbal and written instructions to complete work correctly.
- General utility work as needed by company
Education
High School Diploma -
Beckman Catholic
Dyersville, IA06.1970
Skills
- Problem-Solving Skills
- Investment Expertise
- Serve Client Needs
- Partnership Management
- Client Education
- Investment Recommendations
- Strategic Planning
- Risk Mitigation
- Customer Interaction
Accomplishments
Citation winning agent my first year at Prudential. (#182 out of over 27,000 agents at that time)
Citation winning Sales Manager at Prudential (#4 out of 1800 staffs).
Citation winning District Manager with Prudential.
Brokerage Manager of the Year with MetLife.
Numerous awards and trips won when I was owner of Premier Advisors.
CLU, CLTC, and RICP Designations.
Certification
CLTC, CLU, RICP
Additional Information
Love being involved with many family activities, enjoy grandchildren, working out, biking, golf, travel.
Timeline
Investment Advisor Representative
Accel Wealth Management
01.2019 - Current
Owner / Partner
Premier Advisors Group
11.2007 - 01.2019
Brokerage Manager
MetLife Insurance Company
02.2002 - 11.2007
District Manager / Sales Manager /Agent
Prudential Financial
11.1981 - 02.2002
Laborer
Dubuque Packing Company
09.1970 - 11.1981
High School Diploma -
Beckman Catholic