Patrick Klozik

Commander
DISC Type : D

Financial Services Professional at NYLIFE Securities LLC

Shiner, Texas, United States

Overview

Patrick Klozik is a Financial Services Professional with NYLIFE Securities LLC and New York Life, holding FIC and LUTCF designations. An alumnus of Texas A&M University, he specializes in creating financial strategies for retirement, college funding, and lifetime income needs for clients in the Shiner, Texas area.

Based in Shiner, Texas, Patrick is active in his local community. He is involved with the Shiner Junior Livestock Show, demonstrating a commitment to youth agricultural education. He also engages in philanthropy by presenting academic scholarships to local students on behalf of community organizations.

He has been recognized by Catholic Life Insurance as a "Leading Producer" for his work.

Personality Overview

Candid & Clear

Decisive

Impact-Driven

They respond better to strong and respectful interactions.  They like to move fast and expect the same from others. More than the product, they care about the impact of the product.

Topics They Care About

Life Insurance
His professional focus and recent posts heavily emphasize the importance of life insurance policies for ensuring a family's financial future.
Retirement Planning
He specializes in offering securities and services to help clients prepare for retirement, including developing lifetime income strategies.
Community Support
Demonstrates involvement in his local Shiner, TX community through participation in the Junior Livestock Show and presenting scholarships to students.

Media Appearances

Patrick has no verified media appearances

Work History

6-2024
Financial Services Professional at NYLIFE Securities LLC
2-2024
Financial Services Professional at Klozik Financial Services, Inc
2-2024
Financial Professional at New York Life Insurance Company

Education

8-1991 - 5-1996
Bachelor's degree from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 2 Location : Shiner, Texas, United States Job Level : N/A Designation : Financial Services Professional at NYLIFE Securities LLC
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Objectively showcase the impact that your product creates

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Patrick

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Patrick take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Patrick

Personality Compatibility


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