Pablo Martinez

· Train agents in different applications life insurance has such as buy-sell agreements, executive bonus plans, collateral assignments, key-man insurance and estate planning

· Create customized business plans for largest agencies within company to boost sales

· Analyze number of sales, revenue and profitability generated per product to identify emerging trends

· Give presentations explaining financial products to large audiences of high network clients as well as different companies’ personnel

· Create KPI reports to monitor company’s progress towards reaching financial goals

· Provide financial forecasting models

· Create powerpoints about various financial products

· Research products from different carriers to determine which companies are the most advantageous to work with

· Design advanced design cost-efficient and high cash accumulation illustrations for annuities and indexed life insurance combining crediting strategies based on multiple indices including the S&P500, the Credit Suisse Trend 5, and the Barclays Trailblazer Sectors 5

Select Achievements

· Provided training to newly acquired agencies that produced over $2.5 M in sales in 2020 and $3.8 M in 2021

· Developed monthly business plans and sales projection reports for established agents; ensured agents possessed tools to achieve performance goals

· Spearheaded initiative to expand training availability to brokers, leveraging Zoom, an online platform; recorded training sessions for 24/7 availability. Resulted in 50 agents’ full-time commitment to life insurance career path.

· Created detailed corporate cost and benefit analyses to evaluate profitability of company projects

· Created customized business plans for various agencies that included market analysis, marketing strategies and financial growth projections

· Consulted with diverse set of clients to define Life & Accidental benefit packages specifications; modified existing life insurance policies to accommodate client’s evolving financial needs.

Select Achievement

· Attained 50% closing rate with insurable prospects, securing 90% client retention and obtaining 300+ referrals in seven months.

· Reviewed new Global Data Synchronization Network (GDSN) request, tracking and maintaining existing suppliers’ completion statuses in SAP, processing 120+ product orders in AS400 daily.

· Partnered with internal stakeholders to resolve standing issues and execute strategic initiatives.

• Planned marketing initiatives and leveraged referral networks to promote business development.
• Came up with detailed plans to enhance sales management and prioritize long-term business goals.
• Used Salesforce to handle current portfolio and prospective leads.

Supported The Colombia/Texas Chamber of Commerce’s goal to expand American and Colombian business in Colombia and Texas.

· Aided U.S. business seeking business partnerships in Colombia; executed networking events to increase Chamber of Commerce memberships.

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· Prepared international client portfolio reviews; delivered complete financial report for publicly traded beverage company; collected and organized data, performing portfolio analysis and financial modeling.

• Analyzed and monitored statistical data trends.
• Developed financial models for projects and presentations.
• Used Microsoft Excel to calculate profitability, solvency and liquidity of variouss.