Patrick Ray, CFP® CLU® ChFC®

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DISC Type : cd

Regional Vice President at AuguStar Life

Dallas-Fort Worth Metroplex, United States

Overview

Patrick Ray is a Regional Vice President specializing in driving sales and business growth in competitive markets. An Austin College graduate, he has a strong track record of leading independent distribution regions and securing double-digit yearly growth for life insurance and annuity products. He holds Series 6 and 63 certifications.

His core expertise lies in orchestrating precise sales initiatives that align with evolving business strategies to create a tangible impact on the bottom line.

Personality Overview

Upfront

ROI Conscious

Hard To Convince

They care equally about the product and its potential impact.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Driving Sales Growth
His profile highlights a passion for driving sales and a proven track record of securing double-digit yearly growth in competitive markets.
Independent Distribution
Has extensive experience leading independent distribution regions, focusing on recruitment, training, and sales support to consistently meet corporate objectives.
Life Insurance Strategy
Frequently shares resources and strategies to help agents start conversations about life insurance and understand accumulation-focused products.

Media Appearances

Patrick has no verified media appearances

Work History

6-2025
Regional Vice President at AuguStar Life
11-2024 - 6-2025
Life Insurance Wholesaler at Level Four Financial
1-2024 - 11-2024
Regional Vice President at Protective Life
1-2019 - 10-2023
Director, Independent Distribution at National Life Group
1-2014 - 1-2019
Key Account Representative at National Life Group

Education

2005 - 2009
Bachelor of Business Administration from Austin College

More Information

Social Presence :

Prographics :

Exp : 14 Location : Dallas-Fort Worth Metroplex, United States Job Level : Senior Designation : Regional Vice President at AuguStar Life
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Refer to testimonials from others in similar positions
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Avoid long winding pitches, stay objective
  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Patrick

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • Their decision making speed is somewhere in the middle.
  • Can Patrick take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Patrick

Personality Compatibility


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