Patrick Mahoney

Energizer
DISC Type : I

Assistance Vice President at EquiTrust Life Insurance Company

West Des Moines, Iowa, United States

Overview

Patrick is an accomplished insurance executive with over 20 years of industry experience, primarily focused on servicing annuity products. He is a seasoned leader, having spent 18 years managing diverse teams through significant operational and regulatory shifts. He studied Economics at Minot State University.

He has a proven history of successfully navigating teams through crises, major regulatory changes, and complex departmental transitions to vendor-based relationships, all while maintaining high employee retention.

Personality Overview

Relationship Oriented

Enthusiastic

Full Of Energy

They are people oriented, friendly and like creating new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Annuity Products
He has over two decades of specialized experience servicing annuity products within the insurance industry.
Contact Center Leadership
Has extensive experience managing small to large contact center teams, including supervisors, quality analysts, and trainers.
Crisis & Change Management
He has successfully led teams through business continuity crises, major regulatory changes, and departmental restructuring.

Media Appearances

Patrick has no verified media appearances

Work History

8-2024
Assistance Vice President at EquiTrust Life Insurance Company
8-2018 - 8-2024
Contact Center Manager at EquiTrust Life Insurance Company
10-2016 - 7-2018
Manager - Property & Casualty Insurance at Cognizant
8-2012 - 9-2016
Manager - Retirement Services at Cognizant
10-2000 - 8-2012
Manager - Retirement Services at Voya Financial

Education

1994 - 1997
Economics from Minot State University

More Information

Social Presence :

Prographics :

Exp : 25 Location : West Des Moines, Iowa, United States Job Level : Senior Designation : Assistance Vice President at EquiTrust Life Insurance Company
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid cutting into their flow
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Patrick

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Patrick take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Patrick

Personality Compatibility


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