Pat Wedeking Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

In this role I am advising the sales team and collaborating with key industry aggregators to optimize their operations with iPipeline's suite of products and data-driven insights.*Cultivating strategic alliances with leading Brokerage General Agencies (BGAs), Direct Marketers, and national aggregators.*Providing strategic guidance to the sales team on distributor needs, decision-making processes, and value-added solutions.*Identifying and capitalizing on opportunities to deepen relationships with existing clients.Skills: Sales and marketing system design · Communication Skills · Presentation Skills · Relationship Management

National Presence

In my current role as the Head of Institutional Partnerships at PH Robb, I lead strategic initiatives to foster collaboration with BGAs and other esteemed institutions. My focus is primarily on devising and implementing plans with BGAs to help their producers increase production in a dramatic way by serving the Ultra High Net Worth market, enhancing the value proposition for these partners.♦ Developing and nurturing strategic partnerships with Brokerage General Agencies (BGAs) to facilitate Ultra High Net Worth planning and significant production growth.♦ Leading negotiations and collaboration talks with key institutions, ensuring mutually beneficial agreements that align with our financial planning objectives.♦ Establishing and maintaining robust communication channels with partners, enhancing transparency and trust in all business dealings.♦ Overseeing the implementation of partnership agreements, ensuring compliance with all contractual obligations and operational standards.♦ Identifying and pursuing new business development opportunities within the institutional partnerships space to expand our client and partner base.♦ Providing thought leadership and expert advice on how BGAs can use Ultra High Net Worth planning to grow revenue without growing expenses.

With over two decades at the forefront of the life insurance direct marketing sector, I proudly hold the position of Director Emeritus at the Life Insurance Direct Marketing Association (LIDMA,) an organization I had the honor of co-founding in January 2003.♦ As the part of the founding team, we steered the organization, crafting a vision and strategic direction that positioned LIDMA as the leading association in its domain.♦ Over the past 20+ years, LIDMA has been pivotal in facilitating collaborations and partnerships with major industry players to promote best practices and innovative strategies.♦ LIDMA has successfully hosted numerous conferences and events, providing a platform for networking, knowledge-sharing, and business development among members and stakeholders.

National Distribution Based Out Of The Denver, Colorado Area

As the Vice President of Business Development at Tellus Brokerage Connections, a division of Crump Life Insurance Services in Littleton, CO, from March 2019 to June 2023, I spearheaded initiatives that significantly enhanced the group's operations and influence in the insurance sector.♦Oversaw the business development strategies, consistently identifying and capturing new opportunities for growth.♦Managed key accounts ensuring maximum client satisfaction and retention.♦Led efforts in aggregating Brokerage General Agencies (BGAs) by facilitating their access to vital resources, lucrative compensation, and premium carrier contracts.♦Successfully introduced and integrated several member benefits, further solidifying the group's reputation as a prime choice for BGAs.♦Attracted an impressive $20 Million in annual premium, bolstering the organization's financial stature.♦Cultivated relationships with industry leaders and stakeholders, enhancing the company’s networking capabilities.♦Secured favorable deals and partnerships for the Tellus member firms.♦Assisted in the strategic planning and execution of corporate initiatives in alignment with the organization's long-term vision.♦Conducted market analysis to identify trends and forecast opportunities, ensuring our offerings remained competitive.

National Distribution Based Out Of The Denver, Colorado Area

At InsureNOW Direct, a division of Crump Life Insurance Services, I served as the Vice President of Business and Partnership Development from January 2016 to 2019. My key responsibilities revolved around facilitating the acquisition of The Life Insurance Center and spearheading growth through strategic partnerships and account management.♦Played a pivotal role in preparing The Life Insurance Center for due diligence leading up to its acquisition.♦Collaborated closely with one of the largest banking and insurance operations in the U.S. for a seamless acquisition.♦Revolutionized Crump’s digital solutions by integrating The Life Insurance Center, enhancing our value proposition.♦Emphasized on combining service and technology to deliver superior transactional security and speed.♦Spearheaded the sales strategies, resulting in substantial revenue growth.♦Cultivated and developed large custom program accounts, ensuring tailored solutions for clients.♦Managed key relationships and partnerships, reinforcing the company's position in the market.♦Led a dynamic team, fostering collaboration and setting challenging yet achievable targets.♦Implemented innovative business development strategies that reinforced our market presence.♦Continuously sought out opportunities for growth, expansion, and further partnerships.

During my tenure from May 2010 to December 2018, I had the distinct privilege of serving on the Board of Directors and Executive Committee at Life Happens, a revered non-profit organization committed to enhancing financial literacy and advocating for life insurance awareness among consumers.♦ Elected to the Board of Directors and subsequently to the Executive Committee, demonstrating trust and confidence in my leadership and strategic capabilities by peer members.♦ Championed the "Go Bigger" initiative, an ambitious and transformative approach designed to exponentially amplify the organization’s outreach and impact in promoting financial literacy and insurance awareness in diverse communities.

National Distribution Based Out Of Denver, Colorado

At The Life Insurance Center in Littleton, CO, from April 2008 to January 2016, I spearheaded transformational growth as President, revolutionizing the industry with innovative platform products like Quick Life and Drop Ticket.♦Elevated sales consistently, achieving annual increments between 50–120%, translating to over $5 million in annual premium.♦Conceived, strategized, and executed an effective company-wide marketing and go-to-market plan.♦Built and nurtured a dynamic team, growing it from 2 to over 30 professionals, while maintaining an exceptionally low turnover rate of under 2%.♦Secured large accounts, forging agreements with 11 national financial institutions within a span of 3 years.♦Pioneered an industry-leading drop ticket model tailored for diverse life insurance distribution channels.♦Oversaw the seamless transition of our platforms to become integral components of the renowned Crump Transaction Center.♦Delivered turnkey, private-label solutions, empowering various entities from financial advisors to affinity groups to offer top-tier life insurance services.♦Drove customer-centric innovations, ensuring our solutions met the nuanced requirements of the financial and insurance sectors.

National Distribution With Headquarters In Seattle And Denver

At InsuranceOnly, based in Seattle, WA, I served as the President from January 1997 to April 2008. During my tenure, I championed the growth and evolution of the company, establishing us as a leading force in direct response life insurance services.♦Pioneered InsuranceOnly from its inception, escalating to over $7 million in life insurance sales within just 4 years.♦Expanded and mentored a dedicated team, growing from an initial count of 2 to 20, while maintaining an impressively low turnover rate of under 3%.♦Spearheaded the development of an industry-leading case management and processing system which remains operational and acclaimed to this day.♦Orchestrated sales and marketing strategies.♦Successfully diversified revenue streams, incorporating lead generation, direct-to-consumer call center sales, and acting as a Business General Agent (BGA) for peers in the sector.♦Fostered a collaborative work environment, ensuring consistent team engagement and professional development opportunities.♦Secured strategic partnerships and liaised with stakeholders, bolstering company reputation and clientele trust.♦Consistently monitored and analyzed key performance metrics to refine company strategies and ensure continuous growth.

Pacific Northwest

In my ten-year tenure as a Financial Advisor at Compass Financial and Franklin Life from 1992 to 2002 in the Pacific Northwest, I played a pivotal role in steering clients through the complex landscape of financial planning. My dedication to providing tailored financial strategies led me to be a top-producing advisor in the Puget Sound area for nearly a decade.♦ Managed a diverse portfolio of clients, providing personalized financial advice and building long-term relationships to foster financial growth and security.♦ Consistently ranked as a top-producing advisor in the Puget Sound area, showcasing my commitment to excellence and client satisfaction.♦ Implemented innovative financial strategies and solutions, adapting to the unique needs and financial goals of each client.♦ Conducted comprehensive financial reviews and risk assessments to ensure clients' portfolios were aligned with their objectives and risk tolerance.♦ Navigated clients through various life transitions, offering expert advice on retirement planning, estate planning, and wealth transfer strategies.♦ Proactively identified and capitalized on new business opportunities, expanding my client base and increasing revenue for Compass Financial and Franklin Life.♦ Stayed abreast of industry trends, regulations, and emerging products to provide clients with informed and up-to-date financial guidance.♦ Delivered educational workshops and seminars to clients and prospects, enhancing their financial literacy and promoting informed decision-making.♦ Worked collaboratively with a team of financial professionals, sharing knowledge and expertise to drive the success of both clients and the firm.♦ Implemented rigorous follow-up procedures to maintain high levels of client satisfaction and loyalty, resulting in a strong referral business.

Tallahassee, Fl And Seattle, Wa

I proudly served as a Registered Representative for Franklin Life from April 1992 to June 2001. Beginning in Tallahassee, FL, I relocated to Seattle, WA in 1994 to support my family. Throughout my tenure, I excelled in insurance sales and financial services, consistently achieving top rankings within the company.♦Recognized as "Rookie of the Year" during my inaugural year.♦Consistently ranked within the Top 100 company sales leadership for all 9 years of my service. ♦Successfully sold permanent life insurance, term life insurance, disability insurance, and mutual funds.♦Generated over $2 million in annual premium through face-to-face traditional life sales.♦Maintained a steadfast commitment to client trust and relationship-building.♦Emphasized a consultative approach to sales, ensuring the best fit for clients.♦Adapted seamlessly to a new city, maintaining my performance levels and client base after the move to Seattle.

Tallahassee, Florida Area

During my tenure as a Golf Professional at Golden Eagle Country Club in Tallahassee, FL, I not only embraced traditional responsibilities but also innovated strategies to uplift the club's operations and customer experience.♦Oversaw traditional golf professional duties, ensuring the smooth operation of the club's amenities.♦Managed the retail shop, focusing on optimizing product displays and streamlining operations.♦Directed various golf tournaments, guaranteeing organized events and exceptional player experiences.♦Provided expert golf instruction, helping club members improve their skills and game techniques.♦Established and implemented efficient systems for retail pricing and inventory control, reducing discrepancies.♦Achieved a remarkable 130% increase in sales within my first 9 months, enhancing the club's revenue streams.♦Introduced customer-centric initiatives that contributed to an improved member experience.♦Regularly interacted with club members, ensuring their feedback was valued and acted upon.♦Earned the prestigious “World Class Customer Service” award for unparalleled dedication to member satisfaction.♦Collaborated with other departments to ensure seamless service delivery and uphold the club's reputation.♦Consistently stayed abreast of industry trends, adopting best practices for the club's growth and excellence.

Ba, Marketing And International Business

Activities and Societies: Golf Team, SAEAttending Florida State University in Tallahassee in 1992 was a transformative experience. Nestled.

Education record

At the Golf Academy of the South in Mobile, AL, 1988, I embarked on a transformative journey that molded my understanding of golf, both.