John Fitzpatrick

Collaborator
DISC Type : si

Regional Vice President at John Hancock

Columbus, Ohio Metropolitan Area, United States

Overview

John Fitzpatrick is a life insurance executive with deep expertise in sales, underwriting, and relationship management. As a Regional Vice President at John Hancock, he leads sales across Ohio, New York, Tennessee, and Kentucky. He is an alumnus of Montclair State University with a degree in English.

Outside of his primary role, John is a former college and high school basketball coach who now coaches an AAU high school team. He also volunteers for the V Foundation Coaches vs. Cancer Foundation, the American Red Cross, and is active in his local parish.

He is the inventor of the "Automated Premium Monitor, " a policy management system that is currently under a U. S. patent pending application.

Personality Overview

Appreciative

Good Listener

Consensus Builder

Win-win scenarios can appeal strongly to them.  They are more likely to go for proven solutions. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Insurance Innovation
Invented a patent-pending policy management system and was recognized as a John Hancock Idea Lab Champion for his innovative contributions.
Business Succession
Appears on podcasts to discuss buy-sell agreements, Key Person insurance, and continuity planning for business owners.
Retirement Planning
He speaks on managing risks in retirement, such as longevity risk and sequence of returns, and using permanent life insurance as a financial backstop.

Media Appearances

John has no verified media appearances

Work History

3-2020
Regional Vice President at John Hancock
1-2019 - 3-2020
Senior Vice President at Innovative Insurance Partners, LLC
1-2019 - 3-2020
Registered Representative at The Leaders Group, Inc.
1-2019 - 3-2020
Member at Insurance Designers of America
11-2017 - 1-2019
Regional Director, Financial Services at Prudential Financial

Education

English from Montclair State University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Columbus, Ohio Metropolitan Area, United States Job Level : Senior Designation : Regional Vice President at John Hancock
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Take time to make them feel comfortable before getting to the main pitch
  • Summarize the key points at the end of the conversation
  • Show genuine interest in solving their problems

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t push them to make decisions very fast, let them take their time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from John

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will John move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can John take some risk or not?

  • They probably won’t put a lot at risk.

You And John

Personality Compatibility


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