Sales Insurance

Location:

Posted:

November 12, 2015

Carlos G. Martinez

Fontana, Ca. 92336

***********@*****.***

Objective: Financial Services/ Insurance sales/ Professional Sales Funeral/ Cemetery

Medicare, Sales Professional

Experience:

06/2013 to present. Fontana, Ca.

Real Estate Investor, wholesaling, fix and flips, various real estate transactions

05/01/2009 Carlos G. Martinez, Fontana, Ca.

Present Independent life insurance broker

• Call on purchased internet leads, and self-generated seminar leads

• Offer recommendations that are suitable for annuity and life products

• Also offer recommendations for Medicare, medi-gap insurance

02/01/2008 AXA Advisors, LLC. City of Industry, CA.

05/01/2009 Registered Representative

• Call on orphan accounts to set appointments for account reviews

• Offer recommendations that are suitable for annuity and life products

• Also offer comprehensive Estate planning, ILIT survivorship life

05/2007 Carlos G. Martinez, Fontana, CA

02/01/08 Independent registered agent

• Call on purchased internet leads, and self-generated seminars leads

• Offer recommendations that are suitable for annuity and life products

• Also offer recommendation for advanced case, ILIT survivorship life

06/2003 Hamilton Group

06/2005 Metro Los Angeles Sales Director

• Recruit, hire and train new sales staff for pre-need funeral sales

• Managed 10-12 sales agents all meeting their production quotas

• Increased sales production by over 250%

Education:

1976 Rio Hondo College, Whittier, CA.

Music Major

• Producer Life & Health License, (active)

Medicare, Medicare Supplemental Insurance Experience

• Training on advanced cases, ILIT for estate planning purposes

Skills:

• Computer literate and bi-lingual Spanish.

• Management, recruiting, training and motivational experience

• Excellent team player and self-motivated to perform at the highest

levels