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Patrick Wilson is a seasoned executive with 9+ years of experience in leadership, sales, and marketing. He has managed his own agency, led teams, and developed marketing campaigns for clients. Wilson holds various certifications, including Life and Health, Property and Casualty License, and EMT-Basic.

Credentials

  • Life and Health
    State of Oregon
    Apr, 2014
    - Apr, 2026
  • Property and Casualty License
    State of Oregon
    Jan, 2014
    - Apr, 2026
  • DPSST Certified Unarmed Private Security Professional
    State of Oregon
    Oct, 2010
    - Apr, 2026
  • EMT-Basic
    State of Oregon

Experience

    • Chief Executive Officer
      • Sep 2014 - Present
      • Stamford, CT

      • Generate insurance, pharmaceutical, and auto lead for clients from various sources• Create websites, logos, flyers, and SEO for clients as their exclusive marketer.• Recommend personnel actions, such as promotions, transfers, and dismissals.• Hire, discharge, transfer, or promote workers.• Develop budgets, Accounting, conduct sales presentations and analyze market trends.• Responsible for product development and site planning in the launch of a new e-commerce website. Duties included brand strategy, positioning, market research, pricing structure, product sourcing, vendor management, customer service, and social media management.• Execute comprehensive email marketing campaigns that ranged from a single HTML broadcast up to a 20 message autoresponder follow-up series. Campaigns focused on brand awareness, lead generation, list building, sales, and reactivation. • Evaluate the performance of employees or contract personnel.• Coordinate staff or activities in a clerical support setting.

  • Bankers Life
    • Eugene, Oregon Area
    • District Sales Manager
      • Jan 2014 - Sep 2016
      • Eugene, Oregon Area

      • Manage my own agency with multiple employees, Developed and maintained marketing campaigns for my team• Hire and train to sell property, casualty, life, health and commercial insurance.• Constantly attend product knowledge and leadership training in and out of the state.• Balance the budget of our monthly campaigns while keeping the ROI high.• Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support. Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.• Awarded in my second quarter for top property and casualty sales in our district. Shortly after was promoted to sales manager where I lead a team of 8 employees

  • Pacific Northwest Development
    • Portland, Oregon Area
    • Direct Sales Supervisor
      • Oct 2011 - Jan 2014
      • Portland, Oregon Area

      • Resolve customer complaints regarding sales and services.• Monitor customer preferences to determine focus of sales efforts.• Direct, coordinate, and review activities in sales and record keeping.• Dealt with issues that include shipping adjustments and invoicing inconsistency.• Invited as a lead role in direct sales focus groups for company improvements.• Promoted within 2 months of hire date to convert the best marketing groups.

Education

  • 2006 - 2009
    Oregon State University
    Business Management
  • 2006 - 2006
    Portland Community College
    Emergency Medical Technician - Basic, Emergency Medical Technician - Basic
  • 2002 - 2006
    Lincoln High School
    Diploma, High school

Suggested Services

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Industry Focus. “Insurance and Risk Management”

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