Benjamin Bruins, ChFC

Questioner
DISC Type : c

Financial Advisor at Osaic Wealth

Clive, Iowa, United States

Overview

Benjamin Bruins is a Financial Advisor at Osaic Wealth and Vice President at First Heartland Financial Group with over 24 years of industry experience. A graduate of Drake University, he holds the Chartered Financial Consultant (ChFC) credential and focuses on personalized financial planning and investment management for individuals and businesses.

While his public profile centers on his financial expertise, his professional activities suggest a deep commitment to guiding clients through complex economic landscapes. He partners with 10 other advisors, indicating a collaborative approach to developing client solutions.

Unique fact: He works with a diverse client base that ranges from individuals and families to executives and entire corporations.

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Topics They Care About

Retirement Planning
His stated goal is to help clients achieve their retirement goals using comprehensive, personalized financial planning and investment strategies.
Investment Management
He focuses on custom investment management using stocks, ETFs, and mutual funds, with a particular emphasis on creating tax-efficient portfolios for clients.
Economic Trends
He actively shares content about market performance, corporate earnings, and Federal Reserve policies, showing he closely follows macroeconomic shifts.

Media Appearances

Benjamin has no verified media appearances

Work History

1-2025
Financial Advisor at Osaic Wealth
6-2001
Vice President at First Heartland Financial Group
2-2010 - 5-2025
Financial Advisor at Osaic FS
6-2001 - 2-2010
Financial Advisor at John Hancock Financial Network

Education

1997 - 2001
Bachelors of Science from Drake University
1993 - 1997
Education details unavailable from Saint Anthony Village High School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Clive, Iowa, United States Job Level : Senior Designation : Financial Advisor at Osaic Wealth
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Insights For Selling To Benjamin

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Benjamin is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Benjamin

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Benjamin move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Benjamin take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Benjamin

Personality Compatibility


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