Sachin Patel

Experience

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  Bankers Life

  Dec 2009 - Feb 2014

  Unit Sales Manager - Multi Location
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  Capitol Direct

  Feb 2014 - Aug 2016

  Vice President - Insurence Sales

  • Eliminated workflow downtime by effectively managing insurance agents while monitoring performance to ensure optimal productivity.• Expanded product offerings by introducing the CV-UL & DB-UL products into the company.• Identified top talent to maximize revenue opportunities by driving the agent recruitment process for field office.• Trained new associates in all aspects of insurance and financial service sales to optimize performance by utilizing classroom, one–on–one sessions, and live client meeting instructional settings.• Met forecasted needs and recruiting landscape changes by formulating and implementing new recruitment strategies.• Served as the marketing representative on core project product implementation, team meetings, and cross-functional business area interfacing processes while resolving product related issues and escalating complex issues to product marketing management team.• Leveraged Life, Health and Medicare knowledge, including products, service capabilities, appetite, and value propositions to capitalize on opportunities.• Delivered internal and external training programs to improve agency/broker productivity and enhance internal capabilities. Managed and coordinated area-wide events, including product fairs to educate and influence a higher rate of adoption of new and existing company offerings. Show less

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  Patel Vision Group

  Apr 2017 - now

  Managing Director