Patrick L. Cole, Cltc® Lacp Email & Phone Number

Memphis, Tennessee, United States

Serving clients, recruiting and training a team of financial services professionals and creating strategic alliances that will help SFG provide solutions to business owners, professionals, faith-based and non-profit organizations. We help our clients and friends protect their income, build and accumulate wealth, save more after-tax income and send their loved ones to college so they can retire with confidence and leave a financial legacy for their families and communities in Middle Tennessee and multiple states across the country.

Nashville, Tennessee, United States

Hollywood, Florida, United States

Served as a local and national workshop facilitator for Medicare Benefits Education Lunch & Learns for Church Alive brand of Carefield Ventures. Marketed PGx, PCR, COVID-19, and other tests for multiple lab partners across the U.S. Main presenter for Medicare Benefits Education and Durable Medical Equipment workshops to 1000s of participants. Worked as marketing and business development for Church Alive booth at most national conventions for multiple faith-based church denominations. Helped Director of Operations develop and implement KPIs for TN area team. Managed and created strategic alliances with other non-profits, chambers of commerce, hospitals, local governments, and universities. Developed multiple clergy leadership partnerships to set up numerous COVID-19 testing sites across the U.S. and expanded the company prescription drug card enrollment.

Memphis, Tn

Serving as a Marketing, VP I am responsible for the inbound / outbound asset management marketing of channel-specific strategies of investment and insurance products to impact the growth and profitability of the firm using the latest developments and best practices in online/ offline marketing for the financial services industry. I co-created and designed the Faith-Based Legacy Plan, a proactive stewardship approach to church membership growth and attrition. And I create marketing plans and implement concepts that significantly help drive and increase the sales of SFG independent financial services reps and our strategic financial alliances to build and position the organization for continued growth. Accomplishments:2011 Producer of the Year - The Sims Financial Group

Memphis, Tn

Worked in multimedia advertising sales to help manage existing accounts and secure new business for largest media company in Mid-South. Was responsible for the development of advertising sales print and web sites, search engine marketing, Facebook, Google, and video advertising sales. Played critical role advertising campaigns through the development of relationships with both businesses, real estate agencies and centers of influence in business community through client direct contacts.. Utilized strong negotiating strategies and marketing material, driving advertising sales strategy by leveraging analytical skills, and by planning and developing online marketing recommendations and media plans.

Memphis, Tn

Managed call center inside sales team of 5 -6 representatives that also serviced accounts, answered a high volume of inbound calls and assisted customers with particular inquiries and questions. Obtained orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential customers. Adjusted content of sales presentations to fit customer type and needs. Focused sales efforts by determining existing and potential volume of customers. Submits quoted to be estimated by customer service representative and follows up with customer on pricing. Kept management informed by submitting activity and results reports, such as daily call reports, and attending bi-weekly sales meeting.

Memphis, Tn

Worked in various supervisor roles and management positions on the front desk team. Assisted in all areas of guest services. Helped with training new hires, conducted evaluations, employee counsel, schedules and supervised front desk staff including ensuring compliance with procedures and overall performance issues. Conducted staff meetings including a review of hotel standards, departmental procedures and operating issues and effectively control labor costs. Managed resolution of guest complaints.