Doug Martin
Enrollment Success Analyst @Boston Mutual Life Insurance
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2023 — Present
Enrollment Success Analyst @Boston Mutual Life Insurance
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EDUCATION
1986 — 1990
Westfield State University
BSM, Marketing
SKILLS
Property & Casualty InsuranceFinancial ServicesDefined BenefitDisability InsuranceRetirementStrategic Financial PlanningBusiness AnalysisPensionsCreditFinancial ModelingFixed AnnuitiesFinancial PlannersEmployee BenefitsUnderwritingWealth Management ServicesFinancial AdvisoryHealth InsuranceTerm Life InsuranceWealth ManagementRetirement PlanningAsset AllocationBankingMutual Funds401k RolloversRelationship ManagementSeries 7InvestmentsProcess ImprovementEquities401kIrasMortgage LendingInvestment StrategiesLife InsuranceFinanceInvestment AdvisorySecuritiesEstate PlanningSeries 63Series 6
ABOUT DOUG MARTIN
I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services I am licensed to sell insurance in: MA and securities in: RI and MA.
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