Patrick Tsai

Patrick Tsai Email and Phone Number

銀行通路保險顧問 @ 台灣人壽
Seattle, Washington, United States
Patrick Tsai's Location
Taichung City, Taichung City, Taiwan, Taiwan, Province of China
Patrick Tsai's Contact Details

Patrick Tsai work email

Patrick Tsai personal email

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About Patrick Tsai

我是台新人壽的壽險業務經理Patrick，大學主修財經。上一份工作是TutorABC 的業務襄理，算是電銷教育產業，也在TutorABC 曾經是幾次的單月銷售冠軍。因為有了家庭，對於保險又更近一步的認識，我覺得保險是用合理的費用去架一個很高的「槓桿」，讓風險發生的時候理賠可以保護到保戶的需求。因此，我們對於每一個客戶我們都會先做「需求分析」Need-Based Selling。需求分析源自於我們台新人壽的前身「保德信人壽」，我們原本是美國最大的壽險公司在台的分公司，我們也不會因為台新併購了我們，而對保障失去了信心。在台灣，保險公司都很不喜歡談壽險，往往檢視同業的保單都是以醫療險掛主約，或是只專注於銷售投資型保單當作主力商品。因為醫療險跟投資型保單相對需要的業務能力不高，可是理賠的時候，往往是理賠率較低的保險，甚至忽略了「投資有賺有賠」這個道理。目前服務的範圍主要以人身保障型商品為主，也具備儲蓄，理財，及退休方面的知識，可以協助保戶利用「保險」這個工具來把未來的避險先規劃好。

Patrick Tsai's Current Company Details
台灣人壽

台灣人壽

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銀行通路保險顧問
Seattle, Washington, United States
Patrick Tsai Work Experience Details
  • 台灣人壽
    銀行通路保險顧問
    台灣人壽
    Seattle, Washington, United States
    View
  • Taishin Life Insurance Co., Ltd.
    業務經理 Sales Manager
    Taishin Life Insurance Co., Ltd. Apr 2023 - Present
    台灣 臺中市
    View
  • 台新人壽保險股份有限公司
    儲備業務經理 Management Associate
    台新人壽保險股份有限公司 Sep 2022 - Mar 2023
    台灣 臺中市
    Tai-Shin Holdings Life Insurance Management Associate Prospecting new clients, demonstrate insurance plans, approaching referrals to generate new sales 壽險顧問外幣非投資型壽險顧問投資型保險顧問得獎🏆：新人賞 Fast Starter首年度業務銷售銅牌🥉
    View
  • Tutorabc
    Senior Sales Marketing Consultant
    Tutorabc May 2018 - Aug 2022
    台灣 臺中市
    Responsible for all sales activities including cold calling, google ads leads selling, forecasting futures markets, managing customer relations 電話開發新客戶，CRM 維持客戶關係，續約舊客戶 KPI 數字持續維持超標：業績，預約客戶數，客戶出席體驗 2018 5月任職 8月晉升主任業務 4 個月晉升主任，6個月晉升襄里 2019 年度top 10 sales performance 2020 年度top 10 sales performance2021 年度top 10 sales performance 帶領團隊小組10位低階和資深業務 TutorABC 業績排行前 10% KPI 指標績效每個月超標 年銷售營業額達1200萬 網路銷售教育訓練課程當作員工訓練範本2019年開始經營個人社團 tutorJr 媽咪愛分享 url: https://www.facebook.com/groups/649369855494704/
    View
  • Copperccino Restaurant
    Founder
    Copperccino Restaurant Feb 2016 - Jun 2018
    台灣 Taichung City 臺中市
  • Hasmore Limited
    Chef De Partie
    Hasmore Limited May 2015 - Jun 2016
    台灣 Taipei City 台北
    View
  • Sushi Kappo Tamura
    Chef De Partie
    Sushi Kappo Tamura Apr 2012 - May 2015
    美國 華盛頓州 西雅圖
    View
  • Apptz, Inc.
    Investor, Co-Founder
    Apptz, Inc. Jun 2008 - Jul 2009
    GamingApplication development

Patrick Tsai Education Details

Frequently Asked Questions about Patrick Tsai

What company does Patrick Tsai work for?

Patrick Tsai works for 台灣人壽

What is Patrick Tsai's role at the current company?

Patrick Tsai's current role is 銀行通路保險顧問.

What is Patrick Tsai's email address?

Patrick Tsai's email address is pa****@****abc.com

What schools did Patrick Tsai attend?

Patrick Tsai attended Usc Marshall School Of Business.

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