
WELCOME !
I’m thrilled to invite you to explore my work, skills and professional experience, and get to know a bit more about me. I'm adept at enabling employees to exceed their goals through live and virtual training facilitation. I have extensive experience in curriculum development, project management and developing high-performance teams using 20+ years of successful corporate and entrepeneurial sales and marketing. Take a moment to look around, and contact me directly to learn more.
KIRK MARTIN
I don’t know how many of you have a dog, but you may be familiar with this phenomenon. Whenever someone rings the doorbell, my Chesapeake Bay Retriever, Choco, goes flying towards the front door. We have hardwood floors and there are many times when he’s going so hard he can’t stop in time and slides across the wood and slams into the door. I can only imagine the impression the person on the other side has when 80 pounds of enthusiastic dog rattles the door in its frame. Despite years of “answering” the door in this manner, it still has never been for him. But I know what he’s thinking when he walks away with his tail wagging – “next time, it’ll be for me.” That’s the attitude I try to encourage in my sales classes: no matter how many times you’ve been rejected and the door hasn’t been for you; just like Choco, you’ve got to walk away (or hang up the phone), thinking, “yes, but next time….” To succeed at sales, you’ll have to be more like my dog! That is how I achieve results with my participants: through analogies, stories, metaphors, and getting the class to ask, and then answer their own questions. I’m much more of a facilitator than a presenter or trainer – I feel like the class in its entirety is much more knowledgeable than I am as one person. And I’ve found that the strongest belief is typically in the things you discover yourself, rather than having someone tell you. My strengths are building relationships quickly, making complex topics easier to understand, and a confident, positive and energetic presentation style. Using my strengths in live or virtual training is how I help solve the problem of salespeople not achieving their goals.

PROFESSIONAL HISTORY
February 2022 - present
I am charged with all things continuing education, both internally for our distribution teams, as well as externally, for our brokers and consultants. I conduct live and virtual courses, analyze results, create new programs, and manage expenses.
May 2019 - February 2022
I am responsible for training our distribution partners in all aspects of sales activities, products and technology.
September 2017 - September 2018
As a Senior Instructor, I conducted instructor-led and online courses in sales, product, technology and soft skills.

January 2003 - December 2005
As a Financial Advisor, I solicited prospects, gathered and managed assets, did retirement planning and managed all investing aspects of personal and corporate clients.
February 2006 - September 2017
As an agent, I lead an office of five, responsible for all aspects of recruiting, hiring, training, P&L, operations and sales.
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In Hawaii, I was an Agency Field Specialist, consulting with the 34 agents in our district on marketing, human resources, sales and office automation.
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I was first hired to State Farm as a Financial Services Trainer. My role was to train agents, team-members and field leaders on sales, products and customer service on the life, health, banking and mutual funds products that State Farm offers.
EDUCATIONAL EXPERIENCE
I received a bachelor of arts degree in finance from DePaul University, with a concentration in financial planning.
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Financial Planning: Process and Environment
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Fundamentals of Insurance Planning
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Planning for Retirement Needs
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Investments
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Fundamentals of Estate Planning
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Financial Decisions for Retirement
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Income Taxation
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The Financial System in the Economy
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Fundamentals of Insurance Planning
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Fundamentals of Estate Planning
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Financial Planning: Process and Environment
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Income Taxation
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Planning for Retirement Needs
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Individual Life Insurance
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Planning for Business Owners and Professionals
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Life Insurance Law
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Retirement Income Process, Strategies and Solutions
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Sources of Retirement Income
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Managing the Retirement Income Plan
SKILLS
• Training & Facilitation
• Curriculum Development
• Project Management
• Strategic Thinking
• Communication Skills
• Extensive Insurance & Financial Services Experience
• Problem-Solving & Creative Thinking
• Consulting
• Coaching and Mentoring

INSURANCE & FINANCIAL SERVICES
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State insurance licenses: Life/Health, Property & Casualty, Annuities and Long-Term Care
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Chartered Financial Consultant (ChFC)
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Chartered Life Underwriter (CLU)
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Retirement Income Certified Professional (RICP)
PROJECTS
• Mutual Funds Sales Training
• General Sales Training
• NEDCO Financial Planning Essentials
• Life Sales Training
• Discovery Conversation Break-out Session
• Business Planning Cash Flow Calculator

MUTUAL FUND SALES TRAINING
Target audience: securities-licensed agents and team-members, new to selling mutual funds to their clients.
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LIFE SALES TRAINING
Target audience: agents and team-members new to selling life insurance.
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Target audience: clients seeking to improve their finances in anticipation of buying a home or starting a business.
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WRITING SAMPLES

