Kari Martindale Email & Phone Number

Ventura, Santa Barbara, San Luis Obispo

Santa Barbara Ca

Developed rapport and conducted Insurance & Financial reviews that educated clients on life's major risks. Pursued potential customer leads. Discussed customer's financial concerns, questions and needs while meeting sales goals for a high-producing office. Used proprietary CRM for marketing and tracking customers. Articulated complicated concepts into simple and easy to understand ideas. In 2015, sold largest amount of mutual funds in the history of that office. Provided excellent customer service to a widely diverse customer base.

Santa Barbara, California Area

Actively prospected for clients. Provided financial advice and matched financial products with customer's needs and goals. Improved my ability to listen and empathize with clients in order to discern their wants and needs. Made oral and power point presentations to prospective clients. Offered securities products and services through NYLIFE Securities LLC, Member FINRA/SIPA.

Santa Barbara, California Area

Created a successful new concept retail experience. Oversaw all aspects of the business including finance, personnel, training, marketing, annual budget, contract negotiation, buying and merchandising. Established employee training programs that improved customer service, created fierce customer loyalty and won numerous awards.

Santa Barbara, California Area

Managed all day-to-day operations of an award-winning card and gift store. Increased sales 100% in 2 years. Same duties as Read & Post. Sold company to Papyrus in 2006.