Aaron Wilson

Examiner
DISC Type : cs

Insurance and Protection Specialist at The Mortgage Brain

Felixstowe, England, United Kingdom

Overview

Aaron is a Sales Director and Business Protection Specialist at Vantage Group, with over 12 years of experience in financial services. He leverages his expertise and certifications in Mortgage Advice and Practice (CeMAP) to design strategic, tax-efficient protection solutions for UK business owners and directors, helping them safeguard their assets.

Beyond his professional life, Aaron is deeply committed to his family and community. He and his family have spent the last five years on a fostering journey, having had the privilege of sharing their home with three incredible young people, an experience that has left a lasting impression on them.

He and his family have provided a home for three foster children over a five-year period.

Personality Overview

Overcautious

Late Adopter

Unexpressive

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Business Protection
His entire career focuses on providing bespoke insurance and protection advice for business owners, directors, and key stakeholders to safeguard what matters most.
Tax-Efficient Solutions
He emphasizes helping UK directors save significantly on premiums through strategic, tax-efficient methods like Relevant Life Insurance, a topic he actively posts about.
Fostering Children
He shared a personal post about his family's five-year fostering journey, where they provided a home for three young people, showing a deep personal commitment.

Media Appearances

Aaron has no verified media appearances

Work History

8-2022 - 12-2023
Insurance and Protection Specialist at The Mortgage Brain
4-2022 - 8-2022
Associate at Cox & Flight Financial Solutions Ltd
11-2018 - 8-2022
Senior Mortgage and Protection Consultant at Evolve Financial Solutions
7-2017 - 7-2018
Associate (Property Finance) at SPF Private Clients
1-2016 - 7-2017
Mortgage and Protection Consultant at John Charcol - Independent Mortgage Expertise

Education

2014 - 2015
Certificate in Mortgage Advice and Practice (CeMAP) from LIBF
Certificate in Retail Banking (RBCB) from LIBF

More Information

Social Presence :

Prographics :

Exp : 12 Location : Felixstowe, England, United Kingdom Job Level : N/A Designation : Insurance and Protection Specialist at The Mortgage Brain
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Insights For Selling To Aaron

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aaron is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Aaron

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Aaron move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Aaron take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Aaron

Personality Compatibility


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