Frank Binder

Pioneer
DISC Type : Dis

Financial Professional at New York Life Insurance Company

Miami-Fort Lauderdale Area, United States

Overview

Frank is a financial professional at New York Life who leverages his 10+ years in IT to guide fellow tech professionals toward financial security. A University of Baltimore graduate, he recently earned the "New Organization Agent of the Month" award, highlighting his successful transition and high performance.

He is passionate about helping ambitious individuals protect their futures, grow their wealth, and build lasting family legacies. His focus extends beyond simple transactions to securing his clients long-term financial well-being and helping them access sophisticated financial tools.

Unique fact: After a decade in the tech world, he pivoted his career to financial services specifically to address the unique financial challenges faced by IT professionals.

Personality Overview

Decisive But Friendly

Friendly But Fast

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Helping Tech Professionals
He uses his 10+ years of IT experience to help tech professionals protect their futures and grow their wealth, a core part of his professional mission.
Infinite Banking
He explicitly mentions leveraging strategies like infinite banking (Bank on Whole Life), indicating a specific area of financial expertise and interest.
Wealth Preservation
His professional headline and introduction emphasize a "protection-first mindset" focused on helping clients create, build, and preserve wealth for the future.

Media Appearances

Frank has no verified media appearances

Work History

11-2024
Financial Professional at New York Life Insurance Company
11-2022 - 10-2024
Information Technology Solutions Advisor at Klik Solutions - Fast Growing 2024 CRN's Managed Service Provider (MSSP)500, Baltimore, Texas, Miami
6-2021 - 10-2022
IT Manager at BYK-Gardner Instruments
2-2021 - 6-2021
Team Lead Manager at Conexus
5-2018 - 2-2021
IT Solutions Engineer at Klik.Solutions

Education

9-2011 - 5-2015
Bachelor of Technology - BTech from University of Baltimore

More Information

Social Presence :

Prographics :

Exp : 7 Location : Miami-Fort Lauderdale Area, United States Job Level : N/A Designation : Financial Professional at New York Life Insurance Company
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Insights For Selling To Frank

During A Call Or A Meeting

DO's

  • Showcase existing customers and use case-studies to grab their attention
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Frank is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Frank

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Frank move?

  • They are generally fast movers and can take quick decisions
  • Can Frank take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Frank

Personality Compatibility


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