Summary
Overview
Work History
Skills
Awardsnotableachievements
Timeline
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Steve Martin

Steve Martin

Sales
Layton,UT

Summary

As a Sales Professional and Elite Multi-million dollar, high-ticket closer, I'm dedicated to accelerating sales growth and establishing a performance-driven environment. Employ dynamic strategies to increase revenue and inspire team excellence.

Overview

30
30
years of professional experience

Work History

Sr. Wealth Strategist/ High-ticket Closer

@ Wealth Factory
01.2020 - Current
  • Facilitated wealth consulting for entrepreneurs to support abundant living through strategic investments.
  • Led team management and training efforts through individualized and group sessions.
  • Increased monthly and annual sales volumes through targeted improvements.
  • Optimized sales team performance by ensuring cohesion in company culture and KPIs.
  • Delivered exemplary service to clientele while upholding company mission and culture.
  • Developed strategic plans to optimize financial education delivery across diverse client segments.

Lending Director/ Closer/ Coaching

DoHardMoney
01.2014 - 01.2020
  • Collaborated with investors to develop strategies for achieving financial independence through real estate investment.
  • Managed client portfolio using various CRM platforms for tracking business prospects.
  • Increased monthly and annual sales volumes by driving consistent improvements in team capability.

Sales Director/ High-ticket Closer/ Million Dollar Producer

EWI (Enlightened Wealth Institute)
01.2010 - 01.2013
  • Marketed real estate mentoring and educational materials to global Robert Allen clients, facilitating their journey towards financial freedom.
  • Fulfilled responsibilities of sales and team leadership.
  • Managed lead flow through CRM/Sales Force

Sales Director/ High-ticket closer/ Million Dollar Producer

TDAmeritrade
01.2009 - 01.2010
  • Marketed investment education and mentoring services to self-directed portfolio clients.
  • Contributed to the development of robust financial growth strategies.
  • Partnered with sales team to foster synergy and enhance high-volume sales outcomes.

Success Coach – Closer & Team Leader

PEI (Professional Education Institute)
01.1996 - 01.2009
  • Facilitated closing processes for real estate coaching events priced between $2,500 and $25,000.
  • Expanded and managed client relationships, serving as a personal mentor to businesses and individuals.
  • Leveraged multiple CRM tools to streamline client interactions.
  • Facilitated sales of renowned real estate programs by Carleton Sheets and Robert Kiyosaki to a worldwide audience.
  • Executed sales and leadership responsibilities to increase bottom-line revenue.
  • Implemented comprehensive mentoring techniques internationally inspired by industry leaders to facilitate the pursuit of life objectives.
  • Provided structured guidance for building wealth, professional growth, and personal fulfillment.

Skills

  • High-ticket/multi-million dollar closer
  • Coaching and mentoring
  • Consultative sales
  • Skilled Negotiator
  • Persuasive Strategies
  • Influential Communication Methods
  • CRM expertise
  • Motivator
  • Innovator
  • Customer service expert
  • Organization
  • Attention to detail
  • Collaborator
  • Creator of sales methods and systems
  • Optimistic mental attitude
  • Strong work ethic

Awardsnotableachievements

  • Real estate investment business (current)
  • Utah real estate license
  • Multi-Million Dollar Closer/Director, peer voted MVP
  • First recipient at PEI of the 'President's Award' for Honesty, Integrity, Ethics, Loyalty, Vision and outstanding performance in Revenue Per Lead, Close Rate and Sales Volume
  • First Inside Sales Executive in the 15-year history of PEI to become part of the Million Dollar Club
  • Digital Marketing business entrepreneur

Timeline

Sr. Wealth Strategist/ High-ticket Closer

@ Wealth Factory
01.2020 - Current

Lending Director/ Closer/ Coaching

DoHardMoney
01.2014 - 01.2020

Sales Director/ High-ticket Closer/ Million Dollar Producer

EWI (Enlightened Wealth Institute)
01.2010 - 01.2013

Sales Director/ High-ticket closer/ Million Dollar Producer

TDAmeritrade
01.2009 - 01.2010

Success Coach – Closer & Team Leader

PEI (Professional Education Institute)
01.1996 - 01.2009