Logan Martin Email and Phone Number

While at Fidelity, I worked with highly compensated individuals that participated in multiple qualified and non-qualified retirement benefits. From there I would help guide them to informed decisions that will best fit each individual's needs/investments while making sure they fall within plan rules and regulations applicable. • I worked with executives and highly compensated employees to navigate their retirement benefits and provide tax/procedural understanding of qualified and non-qualified retirement plans.• I met and exceeded operational effectiveness to reduce case issues and provide thorough support.• On average I met with 20 individuals a day to discuss retirement benefits and accounts • Explained how macroeconomic trends and global trends would affect both investments and retirement benefits based on certain plan structures.• Have experience leveraging Tableau for personal performance and creating team metric reports.• I’ve experience in Excel creating functional worksheets ranging from loan amortization schedules, linked sheets for monetary movement requests, and updating databases and tables.

Sales Account Manager (April 2019 - June 2020)• Handled Second Round Interviews, 2 per week• Hired and trained those on our Vivint lead generation program, averaging 80 leads generated per week• Average $8000 weekly for business• Guided 3+ new hires for consistency utilizing KPI’s through Tableau giving a 60% lead to demo rate • Experience scheduling Vivint campaign for location-based performance, 8+ individuals • Led morning meetings and daily motivational presentations • Produced weekly P+L one on ones and directed daily follow-ups• Chosen for Atlanta regional leaders meeting and Dallas top leaders conference; Promoted from Client Representative due to strong performance and organizational impactSales Representative (March 2019 - April 2019)• Leverage LOA’s to maximize production• Develop instant rapport and build impulse for improved results during the sales conversation• Represent brands such as Apple, AT&T, Samsung, Vivint Smarthome• Chosen to launch the new Vivint campaign• Shadow first and second round interviews

• Utilized online and door to door marketing to generate 150+ leads, led to negotiating 60+ estimates • Contracted and produced $40,000+ during the summer months of May-July• Interviewed 40 candidates, supervise eight professionals, Assign crews of 2-3 to job sites with production schedules• On board all employees with safety measures, setting standards, and how to beat a budget• Orchestrated overhead, labor, and materials budgets decreasing project costs up to 18% • Schedule production calendars, sales reports, and payroll to minimize the bottom line and slack time to increase productivity• Generated 12 clients delivering consultations, updates, and follow up visits to ensure customer satisfaction • Learned about entrepreneurship by observing the development of plan first hand• Regarded among the top 3 of 15 general managers based on sales yield and production achievement in North Carolina

• Up-sold during register shifts and was top 3 when selling holiday gift cards• Cleared customers during key retrieval to maintain safety structure• Stopped wash multiple times to reduce the number of car impacts and accidents• Helped prepare and close the store as well as wash maintenance

• Increased sales by analyzing customer preferences and recommending merchandise.• Promoted new products to customers to generate increased sales. • Salesman of the Month for December; Developed on salesperson/customer dialogue

• Remembered/recalled customer information in an efficient manner • Performed multiple tasks at once under time constraints• As a driver, I was responsible for my welfare as well as others on the road.• Represented Dominos as I drove without an accident while helping increase delivery time to grow sales.• In the store handled food maintaining hygiene standards and kept a constant workflow helping where needed.

• Handled packages ordered by customers and placed them on the correct routing palates throughout the warehouse. • Followed safety routes outlined within the building.• Wrapped and selected units ready for dispatch via scanning system.

• Handled customers food appropriately with sanitation standards. • Working with food making sure it was cooked to perfection removing any possible disease. • Kept workstation sanitary and clean at all times for both customer and store benefits, open kitchen. • Provided customer support during the decision and selection process to identify preferences.

• Provided the customer with a check out process they loved, increasing repeat customers.• Provide the best customer service. • Maintained a clean, orderly workstation at all times.• Handled monetary transactions quickly, efficiently, and without error. • Memorized produce codes and assisted customers with preference choices.