Chris Martin

• Facilitated workshops to improve client understanding of retirement benefits.
• Developed personalized retirement plans tailored to individual needs.
• Educated clients on diverse investment options and savings strategies for retirement.
• Analyzed market trends to offer updated financial advice.
• Coordinated with institutions to streamline client account setups.
• Reviewed portfolios to assess performance against objectives, making necessary adjustments.
• Facilitated rollovers from old employer plans into new ones for retirees.

• Conducted thorough analysis of insurance needs to recommend suitable coverage options.
• Researched and compared diverse insurance products from multiple providers for competitive offerings.
• Educated clients on policy specifics, including coverage limits and exclusions.
• Enhanced client retention by delivering exceptional service and consistent follow-up.
• Maintained current knowledge of industry trends and regulatory changes.

• Led organizational change initiatives to enhance operational efficiency in retail environments.
• Developed high-performing teams through targeted training and performance management strategies.
• Executed successful project management practices to improve service delivery in furniture retail.
• Delivered engaging public speaking presentations to promote brand awareness and drive customer engagement.
• Managed event logistics to ensure seamless execution of promotional activities.
• Cultivated strong relationships with stakeholders through effective resource development techniques.
• Served as a master communicator, facilitating clear information flow across teams.
• Streamlined processes to optimize resource utilization and maximize profitability.

I held the manager position at the flagship store for 6 years. Prior to that I managed 3 other locations for the Steinback family. I held a management position for 16 years of my 20 year career within this organization.