Trevor Martin

Enterprise Relationship Manager

Trevor Martin is a qualified professional, working in Moneyguidepro (Pietech, Inc.) main office of which is in 544. as a Enterprise Relationship Manager since 2017. This expert has earned professional experience in more than five positions at different companies. Trevor Martin went to the Central Washington University and was studying from 2004 to 2008. Trevor has these qualifications: Certified In Long Term Care Planning (Cltc), Health, Life & Annuities License, and Life and Health License. Richmond, Virginia is the area, where this professional was lastly known to settle. The professional's phone number and email are easily accessed through SoftwareOfficial by request.
Name variants:
Trev Martin
Last updated Jun 23, 2024

Contact Information

Last Update
Jul 14, 2022
Email
tm**@moneyguidepro.com, tr**@yahoo.com
Location
Richmond, VA

Workplace

MoneyGuidePro (PIEtech, Inc.)
Enterprise Relationship Manager

Powhatan, VA

Industry

Financial Services

Work History

Enterprise Relationship Manager

1588 Oakbridge Ter, Powhatan, VA 23139
from Feb 2017

Regional Vice President, External Wholesaler

601 Congress Street Brg, Boston, MA 02210
Pioneered and directed strategies to increase sales for the company’s Eastern LTC division. Consulted with financial advisors to grow sales production; built trust, established open lines o...
Aug 1, 2015 — Feb 2017

Ltci Internal Wholesaler, Financial Institutions

6620 west Broad Street Rd, Richmond, VA 23233
Built relationships in the Financial Institutions space with Edward Jones, Merrill Lynch, Citibank, Raymond James and Morgan Stanley financial advisors. Grew business by identifying cross s...
Mar 2014 — Jul 2015

Western Regional Sales Leader and Marketing Specialist For Ltci, Life and Health Products

511 west A St, Yakima, WA 98902
Responsible for all activities and strategies with growing existing and future sales revenue for the company. Integral player in identifying and pursing new business development opportuniti...
Jan 2008 — Feb 2014

Sales Representative

Worked as an independent contractor on commission only. Sold 51 accounts in two months. Accumulated $24,535 in net revenue over two month period. Offered sales manager position.
Jun 2007 — Aug 2007

Education

Occupations

Sales Specialist
Relationship Manager
Executive
Regional Vice President
Military
Army Lieutenant Colonel
Account Service Manager
Customer Service
Vice President
Chief Executive

Skills

Insurance
Long Term Care
Life Insurance
Disability Insurance
Long Term Care Insurance
Term Life Insurance
Health Insurance
Fixed Annuities
Retirement
Marketing
Employee Benefits
Medicare
Sales
Customer Service
Health Savings Accounts
Brokers
Underwriting
Critical Illness
Retirement Planning
Universal Life
Small Business
Strategy
General Insurance
Training
Leadership
Sales Management
New Business Development
Account Management
Cold Calling
Sales Presentations
Insurance Brokerage
Lead Generation
Direct Marketing
Management
Email Marketing
Employee Benefits Design
Working With Brokers
Business Development
Financial Planning

FAQs about Trevor Martin

What's the profession of Trevor Martin?

This professional's job is Enterprise Relationship Manager

What are the main profession of Trevor Martin?

These person's professions are Sales Specialist and Relationship Manager

Where does Trevor Martin currently live?

Trevor Martin lives in Richmond, Virginia.

What is Trevor's email?

The professional's email is tm**@moneyguidepro.com and tr**@yahoo.com.

How many companies did Trevor Martin work at?

The professional worked at five jobs.

What education does Trevor Martin have?

Trevor studied at the Central Washington University from 2004 to 2008.

What are the certifications of Trevor Martin?

The professional received the following certifications: Certified In Long Term Care Planning (Cltc), Health, Life & Annuities License, and Life and Health License.

Are there any special industries, that Trevor Martin is connected to?

Trevor works in Insurance industry.
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