Martin "Butch" Walker Email & Phone Number

Oakland, Ca, Us

Houston, Texas, United States

Looking for part time position to stay involved with and contributing to our awesome industry. Training, education, joint casework and advanced case design.

San Francisco Bay Area

Life Consultant dedicated to working with Edward Jones Advisors in Northern California.

Walnut Creek, Ca

Manage Planners in four offices in three states. Assist in Practice development, management and growth. Sales coaching and SME in Insurance, Estate Planning and Wealth Transfer for my planners as well as planners across the country. Assist in New Planner Orientation conducted in Home Office. Host daily training calls for new planners for the first month post Orientation Training. Assist planners with planning, case design and preparation.

• Partner with Market Managers, Branch Managers, and Regional Planning Consultants to deliver branch and area training to management and representatives on all Life and Annuity product areas to drive sales results.• Effectively deliver customer seminars on annuity concepts, retirement income planning, and estate planning to thousands of Fidelity clients.• Developed national brochures, marketing materials, training documents, and new product introductions and software to assist in training junior representatives and for client communications.• Recognized as top Regional Vice President for four consecutive years as measured in all areas of performance.• Qualified and attended four straight President's Circle National Meetings.• Market generated over $600,000,000 of new annuity premium in 2015.

• Utilized industry expertise to provide training, attend joint client appointments, and conduct seminars for representatives on Life Insurance and Annuity products across multiple Fidelity Investor Centers.• Consistently ranked among in the top 10% of Insurance Wholesalers for the company in performance and results.• Qualified and attended three straight National Sales Award meetings.• Qualified and attended Leadership meetings all three years.

Danville, Ca

• Cultivated relationships with brokers and agents to acquire Disability and Advanced Life sales.

Cleveland, Oh

• Company merged with Coordinated Planning Services, Inc. to include up to 60+ registered reps throughout the Northeast Ohio are.• I provided Advanced Case Design services, including Estate Planning, Business Succession Planning, and Executive Benefits for the firm.• Managed Westside office for organization, held strategic firm-wide responsibilities, and also recognized as the LTC and Disability Income Specialist.

• Owned and operated independent insurance and investment firm with clients ranging from business executives, business owners, and individual investors.• Established strategic partnerships to handle clients’ needs in Estate and Business Succession Planning, including qualified plans, employee benefits and financial planning.• Expanded business to include 20+ registered representatives across Northeast Ohio responsible for generating business for the organization.

Liberal Arts And Sciences/Liberal Studies

Business/Psychology