Edgar Martinez
Bi-Lingual Sales and Financial Advisor at Seeking New Opportunity- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Madison Area
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Experience
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ُExploring New Opportunities
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Banking
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200 - 300 Employee
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Bi-Lingual Sales and Financial Advisor
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Aug 2017 - Present
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Catholic Financial Life
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United States
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Insurance
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100 - 200 Employee
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Financial Advisor (Life Insurance and Financial Services)
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Dec 2014 - 2017
Financial Advisor • Sell life-insurance and annuities, mainly to Latino communities in Midwest • Rookie of the year and Gold Club • Able to grow membership - selling over 80 policies and financial plans per year • Used CRM - Stone River System Financial Advisor • Sell life-insurance and annuities, mainly to Latino communities in Midwest • Rookie of the year and Gold Club • Able to grow membership - selling over 80 policies and financial plans per year • Used CRM - Stone River System
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Education
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Edgewood College
Master of Business Administration - MBA, Business Administration and Management, General
Community
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