Dave Miles, CLU®, ChFC®, CFP®

Enthusiast
DISC Type : i

Vice President, High Net Worth Insurance Specialist at Fifth Third Private Bank

Naples, Florida, United States

Overview

Dave Miles is a Vice President and High Net Worth Insurance Specialist at Fifth Third Securities. He leverages his expertise, evidenced by his CLU® and ChFC® certifications, to serve affluent clients. His background includes roles as a Financial Advisor at Regions Investment Solutions and Divisional Sales Manager at Protective Life.


His engineering degree from Cornell University provides him with a unique analytical perspective in the financial services industry.

Personality Overview

Optimistic

Amiable & Agreeable

Story Driven

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

High-Net-Worth Insurance
His current role as a High Net Worth Insurance Specialist at Fifth Third Private Bank demonstrates his focus on sophisticated insurance solutions for affluent clients.
Financial Consulting
He holds the Chartered Financial Consultant (ChFC®) designation and has previous experience as a Vice President and Financial Advisor, indicating a strong background in advisory services.
Life Insurance Planning
His Chartered Life Underwriter (CLU®) certification highlights specialized expertise in life insurance products and their application in complex financial plans.

Media Appearances

Dave has no verified media appearances

Work History

10-2018
Vice President, High Net Worth Insurance Specialist at Fifth Third Private Bank
7-2015 - 10-2018
Vice President, Financial Advisor at Regions Investment Solutions
10-2013 - 7-2015
Investment Executive at Fifth Third Securities
9-1999 - 1-2010
Divisional Sales Manager at Protective Life

Education

1989 - 1991
College of Engineering from Cornell University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Naples, Florida, United States Job Level : Senior Designation : Vice President, High Net Worth Insurance Specialist at Fifth Third Private Bank
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Insights For Selling To Dave

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Maintain high, positive energy and convey confidence
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dave is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Dave

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Dave move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Dave take some risk or not?

  • They can take some low-probability risks if needed.

You And Dave

Personality Compatibility


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