Patrick E. Tully

Background

About Patrick E. Tully

Started in the insurance industry thirteen years ago and have amassed and refined a number of skills, notably customer service, analytical skills, a solid-knowledge of defined contribution and defined benefit plans, retirement plans, IRAs, life insurance and banking. Specialties- Revenue-focused - Demonstrated drive and skills needed to progress in field- Solid relationship-building skills- Ability to understand and interpret financial policies, procedures and records- Proven ability to recognize problems and quickly turn them into opportunities. Key Accomplishments- Uncovered need for business owner to act swiftly as all net worth was tied up in businesses, made no provisions for heirs, needed liquidity and was beyond the average age of retirement- Increased term life insurance sales by an average of 11% on a quarterly basis since first quarter of 2013- Trained agents on specific areas of life insurance and annuities including product knowledge, identifying needs, providing solutions and advancing a sale- Consistently exceeded quarterly IRA close rate requirements of 38%- Steadily increased the amount of deferrals, IRA referrals, active retention and IRA close rates by 20% through education of participants.