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Dan Martin

Sr. Service Director, Sales Trainer, Customer Service Specialist, Registered Investment Adviser
Hollister, California, United States
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Dan Martin

Sr. Service Director, Sales Trainer, Customer Service Specialist, Registered Investment Adviser
Hollister, California, United States
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Dan Martin is a skilled customer service expert, salesman, and sales trainer with over 15 years of experience in the securities and insurance industries. After a successful career helping individuals protect and preserve their hard-earned money, Dan transferred his skillset to helping companies gain a competitive edge and increase sales and referrals. Dan's forte lies in building strong relationships with clients and providing an exceptional customer experience. He believes in under promising and over delivering, and he genuinely enjoys training employees to help their businesses succeed. With a keen focus on marketing, sales, and customer service, Dan has experience in creating and implementing innovative strategies that increase client satisfaction and retention.

Dan studied at San Jose State University and held several prominent positions in the finance world before embarking on a career in sales and training. As a former Founder and President of Martin Tax Reducers Financial & Insurance Services and DB Martin Investment Coaching Registered Investment Adviser, Dan was responsible for all marketing, sales, and client relationship management programs for his agency.

Currently, Dan is the Sr. Service Director at American Ratings Corporation, Diamond Certified, where he continues to leverage his vast experience and expertise in building strong customer relationships and enhancing sales performance. He is adept at public speaking and comfortable addressing large groups or conducting one-on-one training sessions.

With a strong focus on relationship building, marketing, and customer service, Dan's experience and skills make him an invaluable asset to any organization that values customer satisfaction and retention.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
Is this you? Claim profile
This public profile is provided courtesy of Clay. All information found here is in the public domain.