Ali Ahmadi

Critic
DISC Type : C

Account Executive at Newfront

New York, New York, United States

Overview

Ali Ahmadi is a fiduciary 401(k) advisor at Newfront, where he helps companies design and manage effective retirement plans. A graduate of Cal Poly with Series 7 and 66 certifications, he focuses on ERISA compliance, employee education, and optimizing plans for long-term growth and financial well-being.

His background includes internships in public policy and for a U. S. congressional campaign, where he analyzed political policy and tracked legislation. He is a supporter of the San Francisco 49ers and follows his alma mater, California Polytechnic State University.

In 2024, he was recognized as a PLANADVISER Emerging Leader for his innovation and impact in corporate retirement advising.

Personality Overview

Precise

Objective Thinker

Critic

It is very likely that they will negotiate pricing or other important terms.  They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Retirement Planning
Specializes in designing, implementing, and managing 401(k) plans to align with business goals and ensure compliance.
Employee Financial Wellness
Emphasizes an education-driven approach, believing that a well-informed workforce is the key to a successful retirement plan.
Small Business 401(k)
Actively promotes and provides information on 401(k) solutions specifically tailored for small businesses.

Media Appearances

Ali has no verified media appearances

Work History

4-2024
Account Executive at Newfront
9-2020 - 4-2024
Account Manager at Newfront
8-2019 - 9-2020
Sr. Investment and Operations Analyst at Newfront
1-2017 - 1-2018
Intern at Public Policy Solutions, LLC
3-2016 - 9-2016
Field Intern at Salud Carbajal for U.S. Congress

Education

Bachelor's degree from California Polytechnic State University-San Luis Obispo

More Information

Social Presence :

Prographics :

Exp : 7 Location : New York, New York, United States Job Level : Middle Designation : Account Executive at Newfront
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Insights For Selling To Ali

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ali is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Ali

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Ali move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Ali take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Ali

Personality Compatibility


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