Summary
Overview
Work History
Education
Skills
Custom Section - Membership
Timeline
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Patrick J. Kane

Wilbraham,MA

Summary

Regional Vice President with 30 years of experience in leading strategic initiatives and driving growth in financial sectors. Proven ability to enhance market presence through innovative insurance solutions and strategic partnerships. Expertise in risk planning, relationship management, and strategic planning, resulting in optimized revenue and high client satisfaction. Extensive background in BGA and IMO marketplaces, focusing on product, concept, and marketing strategies.

Overview

24
24
years of professional experience

Work History

REGIONAL VICE PRESIDENT

Assurity Life Insurance Company
Wilbraham
03.2024 - Current
  • Drive Northeast growth by introducing diverse insurance products, enhancing market presence.
  • Cultivate national relationships, aligning teams to meet strategic goals and deliver service.
  • Implement regional sales strategies, achieving measurable market share growth and client engagement.
  • Maintain accurate sales reports and forecasts, supporting strategic planning and performance tracking.
  • Strengthen stakeholder relationships, both internal and external, fostering collaboration for strategic achievements.

DIRECTOR OF PRIVATE WEALTH

The Smith Companies/A Capitas Partner
01.2021 - 03.2024
  • Lead POS consulting for diverse financial entities, enhancing advisor revenue via risk planning.
  • Strengthened advisor partnerships, boosting revenue through strategic insurance solutions.
  • Facilitated advisor growth with risk-based planning, improving financial outcomes.
  • Collaborated with advisors to optimize revenue, focusing on life, DI, and LTC products.
  • Implemented tailored financial strategies for clients, resulting in measurable improvements in portfolio performance and client satisfaction.
  • Developed comprehensive training programs for advisors, enhancing their skills in wealth management and driving marked gains in client engagement.
  • Passionate about building relationships and delivering exceptional service to clients, ensuring trust and long-term loyalty.
  • Implemented innovative financial strategies for clients, achieving noticeable results in portfolio performance and client satisfaction.

REGIONAL VP-LIFE BROKERAGE

Principal
Boston
01.2004 - 01.2021
  • Led sales initiatives in New England, boosting life insurance adoption among businesses.
  • Built strong ties with Brokerage General Agencies, IMO's and National Accounts enhancing regional market presence.
  • Collaborated with internal teams on Group Benefits, DI, 401k, achieving cohesive strategies.
  • Spearheaded life insurance initiatives, driving substantial improvements in client acquisition and retention across New England and New York.
  • Fostered strong partnerships with Brokerage General Agencies, enhancing collaboration that resulted in increased market penetration.
  • Implemented new sales strategies leveraging life insurance options, leading to noticeable results in both individual and business sectors.
  • Optimized sales strategies for life insurance, resulting in marked gains in client acquisition and retention across New England and New York.
  • Cultivated strong relationships with Brokerage General Agencies, fostering collaboration that enhanced regional market presence.

BROKERAGE MANAGER

Pacific Life
01.2002 - 01.2004
  • Led a sales team to boost life insurance in New England, achieving measurable growth.
  • Designed strategies for executive benefits, enhancing market reach and client satisfaction.
  • Implemented sales concepts, resulting in increased client engagement and revenue.
  • Collaborated to develop tailored solutions, improving team efficiency and outcomes.
  • Fostered a collaborative team environment, encouraging open communication and shared goals to drive team success and morale.
  • Orchestrated cross-functional teams to create customized solutions, leading to improved efficiency and measurable outcomes for clients.
  • Enhanced client acquisition strategies, resulting in substantial improvements in market penetration and overall sales performance.

Education

CERTIFIED EXIT PLANNING ADVISOR (CEPA) -

Exit Planning Institute
08.2025

BA - BUSINESS MANAGEMENT

Lesley University
Cambridge, MA
01.2000

Skills

  • Life insurance and disability insurance
  • Series 7 and Series 63
  • Territory management
  • Strategic planning
  • Relationship management
  • Sales expertise
  • Risk-based planning
  • Multi-line distribution
  • Market strategy and expansion
  • Business development
  • Collaborative strategies

Custom Section - Membership

FINSECA MEMBER

Timeline

REGIONAL VICE PRESIDENT

Assurity Life Insurance Company
03.2024 - Current

DIRECTOR OF PRIVATE WEALTH

The Smith Companies/A Capitas Partner
01.2021 - 03.2024

REGIONAL VP-LIFE BROKERAGE

Principal
01.2004 - 01.2021

BROKERAGE MANAGER

Pacific Life
01.2002 - 01.2004

CERTIFIED EXIT PLANNING ADVISOR (CEPA) -

Exit Planning Institute

BA - BUSINESS MANAGEMENT

Lesley University

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