Edward Morgan II, SPFS

Questioner
DISC Type : c

Independent Business Owner at Primerica

High Springs, Florida, United States

Overview

Edward is a seasoned financial services professional with over a decade of experience, primarily in the automotive F&I sector. A skilled and organized leader with excellent communication skills, he is AFIP certified and studied Business Administration at Saint Leo University. He now operates as an Independent Business Owner at Primerica.

Beyond his professional focus on financial products, Edward shows an interest in personal development and motivation, sharing content about dreaming big and achieving ones potential. He also engages with lighter topics, such as asking his network about their all-time favorite movies.

He has successfully pivoted from a specialized career in automotive finance to a broader role helping clients with financial security.

Personality Overview

Systematic

Value Seeker

Not Easily Convinced

They prefer to do thorough analysis of any situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Financial Security
His current role and recent posts focus on helping families achieve financial security through products like affordable term life insurance policies.
Automotive F&I
Possesses over 10 years of experience as an F&I leader in high-volume dealerships like Jenkins Auto Group, making him an expert in this specific area.
Client Education
Emphasizes educating customers on products that protect their lifestyle and offers complimentary resources like the book "How Money Works. "

Media Appearances

Edward has no verified media appearances

Work History

3-2021
Independent Business Owner at Primerica
9-2025
Internet Sales Leader at Morgan Auto Group
3-2024 - 9-2025
Sales at Jenkins Auto Group
11-2023 - 2-2024
Professional development at Career Break
8-2023 - 10-2023
F&I Manager at Jenkins Auto Group

Education

2005 - 2010
Business Administration and Management from Saint Leo University
1994 - 1995
Communication Disorders from University of Connecticut

More Information

Social Presence :

Prographics :

Exp : 4 Location : High Springs, Florida, United States Job Level : Junior Designation : Independent Business Owner at Primerica
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Insights For Selling To Edward

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edward is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Edward

  • 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 Edward move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Edward take some risk or not?

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


You And Edward

Personality Compatibility


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