Matthew Dorr
Charleston,SOUTH CAROLINA
Summary
Results driven sales professional with a strong conviction around helping businesses and individuals achieve greater financial success. Personable and analytical, with a solid foundation in financial principles and customer service. Possesses strong knowledge in insurance and financial planning strategy. Relationship focused with the ability to gain trust quickly resulting in a high client retention and close rate. A passion for people and personal development bringing a leadership presence to any situation.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
03.2024 - Current
- Developed comprehensive financial plans by analyzing clients current financial situations and future goals.
- Built strong relationships with clients, fostering trust in managing their financial portfolios in a fiduciary capacity.
- Mentored junior representatives through mindset coaching, expertise, and best practices to enhance team performance.
- Grew financial planning practice through strategic professional partnerships, community engagement, and personal referrals.
Market Representative
Cambria Quartz
07.2023 - 06.2024
- Boosted sales performance through strategic territory management and targeted prospecting efforts of over 400 accounts
- Provided exceptional customer service, addressing concerns promptly and ensuring high levels of communication are met.
- Enhanced product knowledge among customers by conducting informative presentations and demonstrations.
- Maintained a thorough understanding of industry trends and market dynamics, enabling informed decision-making regarding sales strategies.
Sales Support
Cambria Quartz
07.2021 - 07.2023
- Oversaw the development of marketing strategy and resources needed for sales reps at a local market level.
- Enhanced team productivity by streamlining account management and increasing customer touchpoints.
- Boosted client satisfaction by providing exceptional customer service and recognition of valued partnerships
- Led new hire trainings for the sales support role in developing markets.
Front Desk Associate
Courtyard by Marriott
03.2017 - 09.2017
- Handled high-pressure situations calmly, maintaining professionalism at all times.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Developed strong rapport with returning guests through attentive service and personalized interactions.
- Performed basic daily bookkeeping tasks.
- Held managerial responsibilities over the multiple divisions within the hotel
Education
Bachelor of Science - Business
East Carolina University
Greenville05-2020
Skills
- Effective Communication
- Relationship building
- Leadership
- Continuous professional development
- Risk analysis
- Account Management
- Financial planning
- Strategic Prospecting
Certification
- Licensed Insurance Agent/Broker - PA,SC,NC,OH,CA,TN,NJ,VA,NY Department of Insurance.
Timeline
Financial Representative
Northwestern Mutual
03.2024 - Current
Market Representative
Cambria Quartz
07.2023 - 06.2024
Sales Support
Cambria Quartz
07.2021 - 07.2023
Front Desk Associate
Courtyard by Marriott
03.2017 - 09.2017
- Licensed Insurance Agent/Broker - PA,SC,NC,OH,CA,TN,NJ,VA,NY Department of Insurance.
Bachelor of Science - Business
East Carolina University
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