Matthew Baldridge
Senior Sales Executive
- Role
- Advisor Development Consultant at Simplicity Insurmark
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Matthew Baldridge
I make it easy for independent financial advisors to find the right solutions for each client and get more out of their efforts. My #1 Priority is to assist Ambitious Financial Advisors looking to Simplify, Manage, and Grow their business. Here at InsurMark we provide the people, processes, and technology to increase your success. You provide the \"desire\" and we provide the \"formula.\" If you are a retirement income planner or you deal with annuities and/or life insurance, I would love to have a conversation with you to see if our tools and systems could help take your retirement income business to the next level-I am an enthusiastic Senior Sales Executive with over 25 years of experience in the Financial Services Industry and billions in career sales. Clients have included Individuals and Financial Professionals (Wire House, Independent Advisors, Bank Advisors, and RIA\'s). Experience with Investments (ETFs, Mutual Funds & Closed-End Funds) Life Insurance, LTC, and Annuities.Successful in multiple markets across the country including Southern CA, AZ, NV, NM, HI - TX, and LA - NYProficient in: Selling, Sales Growth, Communication, Problem Solving, Leadership, Relationship Development, Relationship Management, Excellent Client Service and Support, Customer Service, Budget Management, Event Coordination, Public Speaking, Cold Calling, Prospecting, Portfolio Design, Scheduling, Seminars. Teamwork and Partnership with Marketing, Technology, Management, Compliance, Accounting and youI am always happy to hear from you.
Experience
Advisor Development Consultant
Dec 2022 — Present · Orange County, CA, US
As an Advisor Development Organization, InsurMark (A Simplicity Company) specializes in helping ambitious annuity, life, and wealth advisors build more successful and sustainable 21st century retirement income businesses.https://insurmark.net/what-we-doWe want to help build one for you.InsurMark delivers the people, processes and technology a 21st century advisor needs.
Education
Glendora High School
High School
1991 — 1993
California State University, Fullerton
BA, Business Management, Economics
1994 — 1997
California State University, Fullerton
Bachelor of Arts - BA, Business/Managerial Economics
1993 — 1997
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