Cody Beatty , CLU ®, CHFC

Evaluator
DISC Type : SDc

District Director at Northwestern Mutual

Grove City, Ohio, United States

Overview

Cody Beatty is a District Director at Northwestern Mutual in Columbus, Ohio, specializing in retirement planning and investment strategies. A graduate of Ashland University, he holds Series 6 and 63 licenses and is focused on recruiting top talent and mentoring new advisors for his growing team.

Outside of work, Cody is married to his wife, Ashley, and they have two sons, Brooks and Graham. He is an active person who enjoys golfing, boating, exercising, and spending quality time with his family.

While at university, he was part of a select group that actively managed $1 million of the schools endowment fund.

Personality Overview

Thorough Evaluator

Quality Focused

Hard To Convince

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Financial Planning
His entire career is focused on helping clients with short-term and long-term financial goals through investment and insurance strategies.
Talent Development
He frequently posts about recruiting top talent, mentoring interns, and providing career opportunities with licensing sponsorship for his team.
Family Life
He is a husband and father to two young sons, Brooks and Graham, and enjoys spending his free time with them.

Media Appearances

Cody has no verified media appearances

Work History

1-2021
District Director at Northwestern Mutual
10-2017 - 1-2021
Growth and Development Director/ Financial Advisor at Northwestern Mutual
11-2011 - 10-2017
Financial Advisor at Northwestern Mutual
8-2011 - 5-2012
Financial Analyst at Eagle Investment Group
4-2011 - 10-2011
Intern at Primerica

Education

Bachelor of Science DegreeGraduation from ASHLAND
BS from Ashland University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Grove City, Ohio, United States Job Level : Mid-senior Designation : District Director at Northwestern Mutual
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Insights For Selling To Cody

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cody is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Cody

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Cody move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Cody take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Cody

Personality Compatibility


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