Cheryl Martin Email & Phone Number

Atlanta, Ga, Us

Greater Atlanta Area

.

Greater Atlanta Area

Entrusted to market and distribute retirement planning strategies within a territory consisting of 30,000+ employees. Sharp leadership acumen and experience in delivering complex investment concepts through educational workshops and formal presentations. Facilitated productive collaboration with Home Office Support Staff in creating and executing marketing strategies to cultivate new business opportunities in existing markets. Effectively trained junior staff in sales techniques, territory management and task prioritization skillsEnhanced brand, product and program awareness through the execution of strategic marketing plans.

Atlanta, Ga

Spearheaded the development and implementation of strategic processes to organize brokerage services for a family-owned Broker/Dealer. Skillfully developed curriculum content and lead product training sessions, best sales practices and effective operational procedure Served as Supervisory Principle, responsible for oversee trading practices, daily sales transactions to ensure a high level of client suitability requirements were met.Optimized client relations operations through the development of workflow procedures and implementation of industry best practices.

Greater Atlanta Area

Actively served as Consultant to small business clients in designing and implementing Employer-Sponsored Retirement Plans for customer with less than 50 employees. Drove the development and implementation of bank personnel training, emphasizing client needs assessment, sales opportunity identification and product/service recommendations. Successfully steered sales of non-traditional products and investments to generate high volume growth revenue.Exceeded production goals and increased bank fee income by 3% annually.Recognized excellence in generating new assets and cross-referrals to other bank products and services.

Greater Atlanta Area

Responsible for the regulatory oversight and training in "Best Practices" of 9 Insurance Agency's , 350 independent Producers within a 10 state territory. Audited record-keeping practices within the Agency, reviewed sales practices of the Representatives to ensure compliance with Insurance and Securities governing regulations. Reduced the number of individual and regulatory inquiries by 41% through education, training and consultative support.

Cleveland, Ohio

Successfully solicited fee-based managed accounts to wealthy clientele in the banking arena.

Los Angeles, Ca

Marketed 403(B) plans in the education and non-profit arena . Developed a book of 2500 clients and, increased Company revenues by 15 % each year.

Organizational Leadership

3 Yrs Of Undergrad Studies, Bachelor Of Science