Ben Worley

Critic
DISC Type : C

Wealth Management Advisor at Northwestern Mutual

Greenville-Spartanburg-Anderson, South Carolina Area, United States

Overview

Ben Worley is a Certified Financial Planner and Wealth Management Advisor at Northwestern Mutual, where he focuses on educating clients to make sound financial decisions. He holds an MBA from Clemson University and specialized certifications in retirement income and senior living.

Outside of work, Ben is passionate about supporting his community, particularly through initiatives for veterans and mental health awareness. He is a family man and appears to value teamwork and collaboration, recently celebrating his teams culture with new photos.

He is an organizer for "Pour Out Upstate, " a local community event focused on fellowship and purpose.

Personality Overview

Objective Thinker

Information Seeker

Negotiator

They are quite likely to negotiate on pricing or other key terms.  They like to do things independently and don’t look for support from others. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Financial Education
States that his primary role is to educate clients about financial planning, investments, and insurance to help them reach their goals.
Veteran Support
Actively honors veterans and participates in events to shine a spotlight on mental health assistance and suicide prevention for them.
Community Engagement
He is involved in hosting local community events, such as "Pour Out Upstate, " which focuses on fellowship with a purpose.

Media Appearances

Ben has no verified media appearances

Work History

7-2009
Wealth Management Advisor at Northwestern Mutual
6-2004 - 6-2009
Relationship Manager at Wells Fargo

Education

2009 - 2011
Master of Business Administration (MBA) from Clemson University
2000 - 2004
Bachelor of Arts (B.A.) from Wake Forest University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greenville-Spartanburg-Anderson, South Carolina Area, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • 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
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Ben

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Ben move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Ben take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Ben

Personality Compatibility


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