Colin Devine

Editor
DISC Type : SC

Senior Advisor and Research Fellow at Senior Industry Advisor and Research Fellow with the Alliance for Lifetime Income

New York, New York, United States

Overview

Colin Devine is a Senior Advisor to InsurTech businesses and a Research Fellow with the Alliance for Lifetime Income. A highly accomplished former equity analyst at Citigroup, he holds CPA, CFA, and CFP designations. Colleagues describe him as a trusted, reliable, and undisputed expert with outstanding vision in the insurance space.

Outside of his financial work, Colin is deeply committed to philanthropy. He is a fervent fundraiser for Alzheimers and brain-related research and serves as a board member for the Clearwater Marine Aquarium, which is dedicated to the rescue and rehabilitation of sick and injured marine animals.

He was named to the Institutional Investor All-America Research Team for 14 consecutive years.

Personality Overview

Sometimes Friendly

Late Adopter

Slow Buyer

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Retirement Security
As a Research Fellow for the Alliance for Lifetime Income, he focuses on educating Americans on the risk of outliving their savings and ensuring a secure retirement.
InsurTech Transformation
He advises high-growth InsurTech companies and is actively involved in transforming the life insurance underwriting and sales process through technology.
Insurance Equity Analysis
Was a top-ranked sell-side analyst for 15 years at Smith Barney/Citigroup, where he was recognized for his deep knowledge, insights, and straightforward opinions.

Media Appearances

Colin has no verified media appearances

Work History

3-2012
Senior Advisor and Research Fellow at Senior Industry Advisor and Research Fellow with the Alliance for Lifetime Income
3-1997 - 2-2012
Managing Director at Smith Barney - Citigroup
11-1994 - 3-1997
Director - Insurance at Standard & Poor's

Education

1982 - 1984
MBA from Schulich School of Business - York University
BSc from University of Guelph

More Information

Social Presence :

Prographics :

Exp : 31 Location : New York, New York, United States Job Level : Mid-senior Designation : Senior Advisor and Research Fellow at Senior Industry Advisor and Research Fellow with the Alliance for Lifetime Income
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Insights For Selling To Colin

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Use a presentation with information before getting into a live product walkthrough

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Colin 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 Colin

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Colin move?

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

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

You And Colin

Personality Compatibility


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