Patrick Thomas Email & Phone Number

United States

Bethesda, Maryland, United States

Coordinates communication and cooperation between the sales department, underwriting department, and legal departments.Produces financial solutions for customers making sure to meet all necessary guidelines.

Bethesda, Maryland, United States

Trained new hires and assisting with the onboarding process including introduction to sales training. Processed lump sum transactions while helping transition employees to a new CRM and telephone system Assisted with contact of customers and processing financial solutions while ensuring the necessary local, state, and insurance company prerequisites are met. Closed and monitor accounts while reaching goals on both a daily, monthly, quarterly and semi annual basis.

Bethesda, Md

Managed and qualified pipeline leads while ensuring progression of opportunities through the sales cycle, executing sales initiatives and meeting sales goals.Determined customers' financial needs and sell structured settlement solutions while utilizing Salesforce to help facilitate business. Helped monitor and qualify leads coming from the Internet and promotional marketing calls.