Benjamin Schwartz

Questioner
DISC Type : c

Marketing Intern at No Look Productions

New York City Metropolitan Area, United States

Overview

Benjamin Schwartz is the Chief Operating Officer at Madison Planning Group, a family-owned financial planning firm where he has been a full-time employee since 2011. A graduate of Pace Universitys Lubin School of Business, he is a Securities Registered agent (Series 7 & 66) overseeing operations, marketing, and client services.

Benjamin is a dedicated advocate for cancer research, motivated by his personal diagnosis in 2018. For six consecutive years, he has participated in the Velocity Ride, a 60+ mile cycling event, personally raising more than $23, 000 for cancer research and patient services at Columbia Hospital.

After being diagnosed with bladder cancer, he made it his mission to be an advocate for early detection.

Personality Overview

Price-Sensitive

Cautious & Analytical

Not Easily Convinced

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

Financial Operations
As COO of a financial planning firm, he manages staffing, database systems, and the logistics of incoming and outgoing business.
Cancer Research Advocacy
Following his own diagnosis in 2018, he actively participates in and fundraises for cancer research, making it a personal mission.
Marketing & Development
He holds a marketing degree and his role includes marketing development, and website management for his family's firm.

Media Appearances

Benjamin has no verified media appearances

Work History

6-2010 - 10-2010
Marketing Intern at No Look Productions
3-2009 - 10-2009
Marketing Intern at My Sports Dreams
8-2007
Chief Operating Officer at Madison Planning Group

Education

2007 - 2010
Bachelor's degree from Pace University - Lubin School of Business
2006 - 2007
Broadcast Journalism from Quinnipiac University

More Information

Social Presence :

Prographics :

Exp : 2 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Marketing Intern at No Look Productions
URL has been copied!

Insights For Selling To Benjamin

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Benjamin is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to 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?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • 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


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.