George Allen CLU, ChFC, CFP

Balancer
DISC Type : S

Wealth Management Advisor at Northwestern Mutual

Oswego County, New York, United States

Overview

George Allen is a Wealth Management Advisor at Northwestern Mutual with over 35 years of experience. He specializes in creating comprehensive financial plans and retirement solutions for high-net-worth clients, business owners, and professionals. He holds a BS from the State University of New York at Oswego.

An Eagle Scout himself, George is passionate about supporting local scouting programs and participates in events like sporting clays shoots to benefit the Longhouse Council. He is a past board member for the United Way of Greater Oswego County and the Oswego Hospital, showing deep community involvement.

Unique fact: George has spent his entire 35-year career with Northwestern Mutual, having started with the company through a college internship program.

Personality Overview

Process-Oriented

Empathetic

Good Listener

They like following the process even if it takes time to reach any conclusion.  They are courteous and respectful but practical. They are willing to make long-term decisions.

Topics They Care About

Wealth Management
His entire career is focused on providing high-quality investment and wealth management services to high-net-worth clients to ensure their long-term financial security.
Retirement Solutions
He specializes in helping business owners and professionals plan for their retirement, a key focus of his practice at Northwestern Mutual.
Scouting Programs
As an Eagle Scout, he actively supports the Longhouse Council for Scouting in Central and Northern NY through fundraising and participation in events.

Media Appearances

George R Allen, Wealth Management Advisor - Oswego, NY 13126. Featured in Northwestern Mutual

See Now

Work History

6-1989
Wealth Management Advisor at Northwestern Mutual

Education

1987 - 1989
BS from State University of New York at Oswego

More Information

Social Presence :

Prographics :

Exp : 36 Location : Oswego County, New York, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To George

During A Call Or A Meeting

DO's

  • Share information about the process and how it would address all concerns
  • Focus on making them comfortable before really commencing the sales motion
  • Be very observant about how they perceive the risk in the decision

DONT's

  • Do not sound very transactional, make extra effort to be genuinely interested
  • Skip mentioning details that are confusing
  • Don’t brush off their concerns, their comfort with you will go down

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with George is

  • What matters the most to them is low risk, adoption by others and proven case studies.
  • Will you ever get a clear answer from George

  • They never refuse directly, they push out the decisions or just go quiet.

Insights For Deal Planning

    How fast (or slow) will George move?

  • They can be some of the slowest decision makers.
  • Can George take some risk or not?

  • They have no risk-appetite and prefer to take safe decisions.

You And George

Personality Compatibility


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