Edward Mattison , QPFC®, NQPA® in

Edward Mattison , QPFC®, NQPA®

Examiner · DISC type cs
Senior Internal 401(k) Internal Wholesaler at Equitable
📍 Charlotte, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
Senior Internal 401(k) Internal Wholesaler
Job Level
Middle
Location
Charlotte, North Carolina, United States
Personality Overview

How Edward shows up

Overcautious
Status Quo Seeker
Tough To Convince

The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Edward cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2023
Senior Internal 401(k) Internal Wholesaler
Equitable
3-2022
Client Engagement Manager
Equitable
4-2021 - 3-2022
Financial Consultant
TIAA
1-2020 - 4-2021
Insurance Strategist
Crump Life Insurance Services
1-2016 - 1-2020
Wealth Management Insurance Agent
TIAA
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Business Administration - BBA
Dowling College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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