Harpreet Parmar

Researcher
DISC Type : Cs

President at Elite Core Financial

Greater Seattle Area, United States

Overview

Harpreet Parmar is the President of Elite Core Financial and a Registered Representative with NYLIFE Securities LLC. He specializes in creating personalized financial strategies for families and business owners, focusing on retirement, college funding, and lifetime income. His background includes a Diploma in Pharmacy, offering a unique perspective.

Outside of work, Harpreet lives in Kent, Washington, with his wife and two sons. He is active in his community and enjoys volunteering his time. His main hobbies include playing both soccer and cricket in his free time, reflecting a passion for team sports.

He has been repeatedly ranked by Forbes as one of the Top Financial Security Professionals in the state of Washington.

Personality Overview

Self-Disciplined

ROI Seeker

Detail Oriented

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Family Financial Security
His practice is centered on helping individuals and families achieve long-term financial confidence through life insurance, estate planning, and college funding strategies.
Retirement Planning
He focuses on creating customized retirement solutions, including 401(k)s, IRAs, and annuities, to help clients build wealth and secure their futures.
Business Owner Solutions
A key area of his expertise involves providing specialized financial and insurance solutions tailored to the unique needs of business owners.

Media Appearances

Harpreet has no verified media appearances

Work History

8-2025
President at Elite Core Financial
11-2022
Registered Representative at NYLIFE Securities LLC
4-2015
Agent at New York Life Insurance Company
3-2015
Registered Representative at NYLIFE Securities LLC

Education

1993 - 1996
Diploma in Pharmacy from College of Pharmacy Bangalore

More Information

Social Presence :

Prographics :

Exp : 10 Location : Greater Seattle Area, United States Job Level : Junior Designation : President at Elite Core Financial
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Insights For Selling To Harpreet

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Use a presentation with information before getting into a live product walkthrough
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Harpreet is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Harpreet

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Harpreet move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Harpreet take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Harpreet

Personality Compatibility


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