Authentic Outbound

LinkedIn Lead Gen that actually works. No more pitch-slapping or posting & hoping.

Founder

Nova Codes

Head of Sales

WoJo Creative LLC

Founder, Sales Consultant

Pompa Program

Health Advisor

Repeatable Revenue

-Full cycle sales
-Internal sales systems
-Sales coaching & supporting clients
-Moving the vision forward

Business Consultant

Franklin Wealth Management, LLC

As a Wealth Plan Analyst, Patrick is dedicated to analysis of client portfolios and their underlying securities as well as research and analysis of broader market and economic trends to best serve our clients’ needs. Patrick also provides support in preparing financial plans, meeting with clients, and assisting with various back office and technology support.

Wealth Plan Analyst

Hixson Presbyterian Church

Oversee all music-related ministries of the church including congregational worship, youth worship, technology, and choir ministries. Relate with and build up new music, technology, and youth volunteer team members. Care for all hardware and software technology of the church including network, websites, social media, sound, and video.

Director of Worship and Technology

Western Home Communities

Coordinated all aspects of music ministry at full-spectrum retirement community including weekly worship and special services. Led multiple bible studies weekly. Pulpit supply regularly. Chaplaincy visitation for new community members, those experiencing end of life issues and care.

Associate Chaplain/Music Ministry Coordinator

Shorter University

Adjunct Instructor of Music

University of Oregon

Graduate Teaching Fellow

Finally realize your FULL potential | Frustrated, overwhelmed, unsatisfied 👉 fulfilled, present, empowered | Husband of badass wife | Father of 2 wildly perfect kids

Experienced professional with an MBA and a diverse background in business development, sales, and financial planning. I specialize in analyzing macro and microeconomic trends, building scalable systems to drive growth, and fostering strong client relationships. With years of experience in consulting and financial analysis, I excel at creating innovative solutions that align with both business objectives and client needs.

In addition to my expertise in finance, I bring a history as a creative professional, combining entrepreneurial ventures with artistry to deliver unique perspectives in every role. I am passionate about emerging technologies like AI and blockchain, and I enjoy building and tinkering with innovative applications in this space.

I thrive at the intersection of creativity, technology, and business, and I am always looking for opportunities to contribute and grow in dynamic, forward-thinking environments.

Patrick Jones

Andrew Filar 🚀

Chief Executive Officer

Peachy Insurance

•	Provide exemplary employee-experience for 50+ people in a fully remote environment  
•	Negotiated prices and terms on seven acquisitions of Allstate Agencies
•	Grew from $0 to $40,000,000 in Annual Premiums in 6 years

Managing Partner/CEO

Next Call Club

Co-Founder

Ted Todd Insurance

• Created, optimized, and scaled outbound sales process to grow rapidly.

•	Led expansion into new market achieving 600% of target sales and maintained 350% sales growth 
        YOY
•      Successfully led implementation and deployment of Salesforce across multiple departments. 
•	Re-built formal organizational chart creating department heads and middle managers reducing 
        the average employee to manager ratio from 15:1 to 6:1.
•      Established Analytics Department to drive efficiency, establish monitoring systems, and improve
        forecasting.
•      Lead and professionally develop firm's employees to increase morale, performance, and turnover.

Chief Operating Officer

• Led an initiative to increase involvement in the employee tuition reimbursement plan resulting in a 5x
  increase in participation rate (↑ 50%)
• Implemented weekly one-on-one's for every employee leading to increased morale, individual 
  performance, and agency sales production. 
• Implemented new recruiting process and hired an in-house recruiter to reduce employee acquisition 
  costs by 30% and fuel growth.

Director Of Operations

• Increased sales by 75% (+$2.5 million in sales) while lowering departmental payroll 30% ($350k) in first
  18 months.
• Led, coached, and mentored an amazing team of 25 en route to three straight record sales months in 
  2017 and a record sales year.
• Oversaw build out, maintenance, and continuous improvement of our sales crm.
• Successfully developed a training program that reduced ramp up time for new sales persons by 50%
• Designed and implemented a merit based compensation plan to fit within existing bonus scheme to 
  align incentives of the organization with the sales team.
• Built and maintained fortuitous relationships with marketing partners in the internet lead space.
• Overhauled the marketing strategy reducing Cost Per Sale by 55% and remained within budget.

Director of Sales

• Introduced new sales process by implementing digital marketing funnels in conjunction with high volume outbound calling.
• Trained and led team of 5 to work new process that provided a rapid increase to sales.
• Conducted research and outreach to innovative technology companies in the insurance space.
• Promoted to Director of Sales within 4 months.

Sale Representative

State Farm

• Prospected into local businesses for commercial auto insurance - Sucked for the first 8 months. 
• #1 ranked sales numbers in the state of Florida in second year ($1,650,000 in sales).
• Implemented a training plan for new salespeople
• Measured marketing campaign performance and made recommendations to ownership.
• Developed best practices around Life Insurance to drive a 250% increase ($60,000) in sales over prior year.

Sales Representative

10,000 Hours of Lead Management experience | Growing to $100million in Insurance premiums | Helping Small-Business Owners scale through outbound sales |

How did I grow my agency from $0 to $45 Million in 7 years? 

Through a combination of intentional outbound selling and data-influenced approaches to marketing. 

The method is simple. Not easy. 

Now I'm helping other small business owners do the same. 

Want to scale rapidly?

Curious about what it looks like to work with me? 

Shoot me a DM!

•	Provide exemplary employee-experience for 50+ people in a fully remote environment  
•	Negotiated prices and terms on seven acquisitions of Allstate Agencies
•	Grew from $0 to $32,000,000 in Annual Premiums in 5 years

taplio

The Battle

Patrick Jones

Andrew Filar

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