Work From Home Inbound Specialist & Data Entry Expert

PatrickKavanah

HarringtonPark,NJ•845-***-****•********@*****.***

PROFESSIONALSUMMARY

DynamicRetirementandInsuranceSalesprofessionalwithexpertiseinannuityandlife insuranceproductstrategy,advisoreducation,andsalesenablement.Skilledindeveloping productsandprogramsthatenhanceadvisorperformance,streamlineprocesses,and strengthenadvisoroutcomes.Recognizedforbuildingtrustedrelationshipsanddelivering high-impactpresentationstolargeaudiences.

CORESTRENGTHS

Retirement&InsuranceProductSales,Strategy,andEnablement•AdvisorEducation• CompetitiveAnalysis•ProgramDesign•Marketing&IncentivePlanning•LargeCase Management•Presentation&PublicSpeaking

EXPERIENCE

NewYorkLifeInsuranceCompany April2013–Oct2025

SeniorAssociate,SalesStrategy&Enablement Mar2025–Oct2025

● Executedfirm-wideinitiativestoenhanceadvisorefficiencyandgrowth.

● Designedtools,resources,andprocessesimprovingfieldproductivityandengagement. SeniorAssociate,PracticeModels&AdvancedEducation Dec2023–Mar2025

● Developedadvisoreducationprogramsandpracticemanagementframeworks.

● Deliveredworkshopsandmaterialstoimproveadvisoreffectivenessandplanning strategies.

SeniorAssociate,LifeCompetition/SalesPlanningStrategy Nov2020–Jun2022

● Managedcompetitivelifeproductanalysisandcomparison

● Producedanddistributednationalsalescommunicationsandmarketingcontent.

● Lednationalproductpresentationsandincentiveprogramsdrivingadvisorengagement. SeniorAssociate,AdvancedIncomeSolutions Jan2016–Nov2020

● Providedcustomretirementincomeanalysesandannuityplanningstrategies.

● Supportednewproductrolloutsandadvisortraininginitiatives. MainStayInvestments(NewYorkLife)

InternalInvestmentProductConsultant/InboundRepresentative Apr2013–Dec2015

● Droveinvestmentproductsalesthroughadvisoroutreachandeducation.

● Deliveredproductsupportandsalessolutionsforfieldagents. J.P.MorganChaseBank

PrivateClientServiceAssociate/PersonalBanker Aug2009–Apr2013

● SupportedPrivateClientAdvisorsmanagingnine-figureportfolios.

● Deliveredcomprehensivefinancialsolutionsincludinginvestmentsandinsurance. EDUCATION

BachelorofArtsinSpeechCommunication

KutztownUniversity,Kutztown,Pennsylvania—2008

VOLUNTEEREXPERIENCE

President&RaceDirector,HarringtonPark5K–HarringtonParkRoadRunnersAssociation 2018-2024

● Leadeventplanning,sponsorships,marketing,andoperationsfortheannualcommunity 5K.

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