Charles Jeffries

Examiner
DISC Type : cs

Actively seeking new opportunities at Open To Work

Greater Melbourne Area, Australia

Overview

Charles is a seasoned superannuation executive with over 24 years of industry experience, specializing in managing complex partnerships with major employers. A graduate of Monash University, he has a proven track record of leading high-performing teams at prominent Australian financial institutions like Insignia Financial and MLC.

Outside of his corporate roles, Charles shows a commitment to community causes, having actively participated in fundraising campaigns for mens health. He also emphasizes the importance of building strong professional networks and engaging with clients and partners through industry events.

He is passionate about positioning his organization as a leader in ESG and Responsible Investing for the financial wellbeing of all Australians.

Personality Overview

Status Quo Seeker

Unexpressive

Late Adopter

They are always well-planned and adopt a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Retirement Outcomes
His career is dedicated to superannuation, pension products, and ensuring positive retirement outcomes for members.
Responsible Investing
He actively shares content and hosts client events centered on ESG principles and the challenges of achieving net-zero goals.
Complex Partnerships
Specializes in managing relationships with ASX 50 companies, multi-national employers, and asset consultants.

Media Appearances

Charles has no verified media appearances

Work History

6-2025
Actively seeking new opportunities at Open To Work
6-2021 - 6-2025
Head of Client Relationships at Insignia Financial
10-2019 - 5-2022
Head of Client Relationships at MLC Australia
6-2012 - 10-2019
Relationship Manager at Plum
10-2008 - 6-2012
Client Services Manager at Mercer (Australia) Pty Ltd

Education

Bachelor of Commerce - BCom from Monash University
2001 - 2005
Diploma from Macquarie University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Melbourne Area, Australia Job Level : N/A Designation : Actively seeking new opportunities at Open To Work
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Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Charles

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Charles move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Charles take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Charles

Personality Compatibility


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