Doug Mantelli

Questioner
DISC Type : c

Vice President, RIA & Growth Markets, Consumer Markets Division at Pacific Life

Denver Metropolitan Area, United States

Overview

Doug Mantelli is the Vice President of RIA & Growth Markets at Pacific Life, specializing in developing strategies for annuities, mutual funds, and insurance. An alumnus of the University of Colorado and the University of Denver, he has an extensive background in financial technology and distribution strategy.

Outside of his executive role, Doug shows strong support for his alma mater, the University of Colorado Buffaloes. His social engagement indicates a passion for recognizing and developing talent within his professional network, frequently highlighting team successes and hiring opportunities.

Unique fact: Before his senior leadership roles in financial services, Doug was the business owner and a writer for his own company, Mantelli Financial Press.

Personality Overview

Systematic

Value Seeker

Cautious & Analytical

They prefer to do thorough analysis of any situation.  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

RIA Channel Growth
His current role is centered on leading the development and execution of Pacific Life's strategy for Registered Investment Advisor (RIA) and other fee-based channels.
Financial Distribution
Possesses a broad background covering a wide spectrum of products and distribution channels, from insurance to alternative investments, a key theme throughout his career.
Team Leadership
Actively promotes team growth by sharing hiring opportunities and celebrating the achievements and new additions to his team at Pacific Life.

Media Appearances

Doug has no verified media appearances

Work History

8-2019
Vice President, RIA & Growth Markets, Consumer Markets Division at Pacific Life
1-2015 - 12-2018
Senior Vice President, National Sales Development at Jackson National Life Distributors LLC
7-2010 - 12-2014
Vice President, Sales Desk at Jackson National Life Distributors LLC
12-2007 - 7-2010
Vice President, Business Development, National Accounts at Jackson National Life Distributors LLC
5-2002 - 12-2003
Business Owner / Writer at Mantelli Financial Press

Education

BS from University of Colorado Boulder
MBA from University of Denver

More Information

Social Presence :

Prographics :

Exp : 23 Location : Denver Metropolitan Area, United States Job Level : Senior Designation : Vice President, RIA & Growth Markets, Consumer Markets Division at Pacific Life
URL has been copied!

Insights For Selling To Doug

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Doug is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Doug

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Doug move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Doug take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Doug

Personality Compatibility


Other Pacific Life Employees

Explore more public profiles from related professionals at the same organization.

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.