Brian Lee

Initiator
DISC Type : Di

Sales Director- Financial Services at First Advisors National

Greater Chicago Area, United States

Overview

Brian Lee is a Sales Director with 25 years of experience in financial services, specializing in retirement planning for small business owners and educators. People who have worked with him describe him as a caring, motivating, and empathetic leader. He holds a Bachelor of Science from Northern Illinois University and a Series 65 license.

Inspired by his educator parents own retirement challenges, Brian is passionate about providing financial clarity. He lives in the western suburbs of Chicago with his wife and daughter, and enjoys outdoor activities like golfing, boating, and snowmobiling, as well as spending time with family and friends.

His career path was directly inspired by helping his own parents navigate their retirement plans after their long careers in education.

Personality Overview

Conviction Driven

Friendly Challenger

Risk-Accepting

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Retirement Planning
Focuses on creating financial roadmaps for small businesses and educators, a passion that stems from his own family's experience.
Approachable Leadership
Believes in connecting with his team on a human level, taking an interest in their lives outside of work to foster a supportive environment.
Supporting Educators
His professional mission is personally motivated by his parents, who were both lifelong teachers, driving his dedication to helping others in the education world retire with confidence.

Media Appearances

Brian has no verified media appearances

Work History

1-2018
Sales Director- Financial Services at First Advisors National
2018 - 2021
Sales Director at Western & Southern Financial Group
2016 - 2017
Sales Manager at Prudential Financial
1999 - 2016
Sales Representative | Business Strategist at COUNTRY ® Financial

Education

Bachelor of Science - BS from Northern Illinois University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Sales Director- Financial Services at First Advisors National
URL has been copied!

Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Focus on the big picture and the strategic value of your product
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Brian

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Brian take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Brian

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.