Robert Martin
Reno
Summary
Dynamic Regional Insurance Consultant with New York Life Insurance Co, leveraging expertise in life insurance and policy analysis to drive sales growth. Proven ability in networking and relationship building, coaching agents to identify opportunities, and implementing innovative strategies that enhance business continuity and tax benefits. Committed to delivering exceptional results in competitive markets.
Up to my retirement in 2022 I carried a solid reputation within New York Life due to my ability to think outside the box to find solutions to complex challenges. Agents, peers, and managers all viewed me as a top notch resource for understanding policy types and their internal makeup. In my early career I earned a CLU (chartered life underwriter), ChFC (chartered financial consultant), and MSFS (master of financial science) all through the American College in Bryn Mawr PA, a respected institution in the life insurance business for decades.
Overview
38
38
years of professional experience
Work History
Regional Insurance Consultant
New York Life Insurance Co
09.1999 - 02.2022
Act as an expert in life insurance types and details to help agents understand the power of the product and develop needs in the personal and business realm to create sales opportunities.
Share creative ideas around using the product in the business world. These to include employee benefits, deferred compensation, buy/sell arrangements, business continuity, tax benefits, informal retirement arrangements, and premium financed life insurance sales.
Coach agents to help them spot opportunities in their unique market.
Partner with agents on advanced sales calls and act as SME and or help close cases.
Train agents in group settings to introduce new products and sales ideas.
Strategize with managers of individual offices to drive sales with their agents while appreciating the unique culture and challenges for each particular office.
Share ideas and techniques with members of my team on a national level.
Insurance Sales Agent
Transamerica Life Insurance Company
03.1984 - 09.1999
Sales of individual insurance products consisting of life insurance, annuities, and long term care policies.
Education
Bachelor of Arts - Political Science
Xavier University
Cincinnati, OH09-1983
Skills
- Licensed insurance agent
- Networking and relationship building
- Underwriting principles
- Policy analysis
- Tax benefits of life insurance
- Policy type comparisons
Timeline
Regional Insurance Consultant
New York Life Insurance Co
09.1999 - 02.2022
Insurance Sales Agent
Transamerica Life Insurance Company
03.1984 - 09.1999
Bachelor of Arts - Political Science
Xavier University
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