MATTHEW J. WELT
ERIE,CO
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Accomplished Broker adept at growing business through deep knowledge of Insurance/Benefit Industry and strong relationship-building abilities. Leveraging over 15 years of experience to generate profits.
Overview
17
17
years of professional experience
1
1
Certification
Work History
INDEPENDENT BROKER
APPRECIATION FINANCIAL
11.2017 - Current
- Helped clients understand their financial position vs where they wanted to be
- Designed plans/solution to bridge gap from where they are to where their goals were
- Educated brokers on my team how to create plans based on client needs and execute delivery
- Delivered best plans available thru new products by educating myself and then bringing to clients
- Ran education calls for my team to help break down new plans/products into simple easy to understand language that can be delivered right to client
- Helped incorporate multi level planning and strategies in to clients (individuals and businesses) portfolios
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Discussed financial options with clients and provided informed suggestions.
- Conducted research to answer questions and handle issues using multiple systems and resources.
METABOLIC SPECIALIST MGR/PERSONAL TRAINER/NUTRITION COACH/TEAM INSTRUCTOR
LIFE TIME FITNESS
01.2015 - 08.2017
- Elevated Metabolic Program to a 117% SSSG and 170% in Metabolic Assessments in 1 year
- Personal Growth of 115% ($168,537.27) and #1 in Company in total “Know It” revenue ($108,000)
- Received award for #1 Know It Sales in Minneapolis for 2015 and 2016 personal performance
- Ended 2015 #9 overall for Metabolic Specialist as a Program Manager and #5 program manager in 2016
- Finished 2016 as #3 Metabolic Program in country for total sales
- Improved education of the team surrounding Metabolics, Devices, and Lab Testing
- Helped keep clientele accountable to goals by getting them Heart Rate Monitors and using other tools to keep track of progress
- Lead my team to #2 in company for heart rate monitor sales in 2016 and me personally to #10 in sales
- Was a part of a “1 Million Dollar Quarter” club where I was #10 in total sales for entire West Territory ($50,864), #1 in Lab Testing and #1 in Metabolic Testing sales
- Finished nationally #1 in “Know It” category 8 out of 11 Quarters of contest
- Ended 2015 and 2016 #1 in Lab Testing sales at $58,000 and 2:1 margin over #2
- Kept my average sales over $15k/month which is 2.5x the average trainer in company
- Participated in continuing education and professional development to enhance expertise and skills.
PERSONAL TRAINER/NUTRITION COACH/TEAM INSTRUCTOR
LIFE TIME FITNESS
12.2006 - 08.2017
- Consistently drove high numbers that helped my team win every month ($13,000/monthly)
- Doing right by member through strong revenue mix based on integrity and member point of view
- Took on added responsibility to help our team build their clientele and helped connect members to the right products and services
- Helped facilitate huddle and make sure new members were connected with right trainers and products
- Became a nutrition coach to better help the members with their nutrition planning
- High level of Lab Testing sales ($30,000+/year) that helped members get the best individual help based on needs on the individual
- Developed customized program designs to enable clients to meet their unique fitness goals
- Achieved highest level personal training designation (Level V Master Trainer) based on education, experience, and performance
- Drove revenue sales of Lab Testing and was put on RiskPoint S.W.A.T
- Team
- Assisted in developing best business practices in sales of Lab Testing for national training
- Worked with trainers across company to motivate each other in driving enthusiasm for Lab Testing sales
- RiskPoint Advisory Board
- Provided ideation and vision of Lab Testing
- Helped create the platform of how to sell Lab Testing for all clubs nation wide
- Provide feedback on marketing Lab Testing and making it come to life online for direct to consumer purchasing and more choices for testing
- Built sport-specific strength and conditioning programs for high school and college athletes
- Taught TEAM classes to facilitate individual goal achievement though motivating group fitness experiences
- Consistently above $15,000/month revenue and therefore was chosen to attend MAT Jump Start Program & Leadership Awareness Course to continue to develop my skills
- Chosen for Leadership Awareness Course to continue to develop my skills
- Trained clients during strength training, cardio vascular exercise, and stretching.
- Demonstrated proper technique for exercises to avoid injuries.
Education
B.S - HUMAN PERFORMANCE AND FITNESS/Nutrition
North Dakota State University
Fargo, ND12.2006
Skills
- Regulatory Compliance
- Customer Service
- Prospecting and Networking
- Critical Thinking
- Cost Calculations
- Coaching and Mentoring
- Account Management
- Strategic Planning
Certification
National Strength and Conditioning Association
Certified Strength and Conditioning Specialist
National Academy of Sports Medicine
Certified Personal Trainer
Hockey, coaching,
I like to get out on the ice with my 6 year old son for his practices and games. Helps a lot of bonding with him. My other kids are 8, 4 and 1.
Timeline
INDEPENDENT BROKER
APPRECIATION FINANCIAL
11.2017 - Current
METABOLIC SPECIALIST MGR/PERSONAL TRAINER/NUTRITION COACH/TEAM INSTRUCTOR
LIFE TIME FITNESS
01.2015 - 08.2017
PERSONAL TRAINER/NUTRITION COACH/TEAM INSTRUCTOR
LIFE TIME FITNESS
12.2006 - 08.2017
B.S - HUMAN PERFORMANCE AND FITNESS/Nutrition
North Dakota State University
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