Marcus Battle

With over a decade of experience in sales, leadership, and financial solutions, I’m passionate about helping people achieve their goals and create lasting security for their families. As an Insurance Specialist with Coordinated Financial Group, I specialize in Indexed Universal Life (IUL) policies and annuities—helping clients grow cash value, protect what matters most, and build a solid financial future.

Before diving into the world of financial services, I gained invaluable experience:
• Chief Revenue Officer at Jome: Led revenue growth strategies and optimized processes to drive success.
• VP of Sales at REX and ERA Colonial Real Estate: Built top-performing teams and consistently exceeded targets.
• General Sales Manager at Hewlett Insurance Group: Focused on delivering exceptional customer experiences while driving growth.

I believe in keeping things clear and approachable. Financial planning can seem overwhelming, but I make it simple, practical, and tailored to each person’s unique needs. Whether leading teams or working one-on-one with clients, my goal is to create real, meaningful results.