Patrick Walsh
Product Coach at Sound Income Group
- Role
- Product Coach at Sound Income Academy
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Patrick Walsh
Experienced Coach with a demonstrated history of working in the financial services…
Experience
Product Coach
Jul 2017 — Present · Miami, TX, US
Serve as annuity and life insurance product solutions expert and coach for top-producing agents. Provide tactical leadership on all aspects of product positioning, competitive analytics, and product training to the agents. Uphold an in-depth knowledge of all annuity and life products for up to 50 different insurance companies. Maintain a high level of competitive intelligence to ensure an appropriate product design for each client’s unique situation. Provide an in-depth understanding of the sales process and effectively develop product and sales campaigns, along with positively identifying at-risk assets and establish communications to support asset retention. Ensure product quality and strategic viability with a goal towards increased production of agents/advisors and continued growth of the organization.
Education
Cabrini University
Bachelors, English & Communications (Minor in Marketing)
1998 — 2002
Skills
- Whole Life
- Equity Indexed Annuities
- Universal Life
- Long-Term Care
- Permanent Life Insurance
- Key Person Insurance
- Retirement Analysis
- Business Development
- Indexed Annuities
- Retirement
- Annuity Sales
- Retirement Income Strategies
- 401k
- Disability Insurance
- Fixed Annuities
- Long-Term Disability
- Life Insurance
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Marketing Strategy
- Business Overhead Expense
- Buy-Sell
- Insurance
- Long Term Care Insurance
- New Business Development
- Sales
- Guaranteed Lifetime Income
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