J. Carlos Villarreal

Go-getter
DISC Type : d

Financial Advisor & Growth and Development Director at Northwestern Mutual

Honolulu, Hawaii, United States

Overview

Carlos is a Financial Advisor and Growth and Development Director at Northwestern Mutual, drawing on his background as a successful entrepreneur. He holds a Bachelor of Science in Business and Marketing from The University of Texas at Austin and is committed to helping clients with risk management and investment strategies.

As a husband and father who relocated from San Antonio to Honolulu in 2018, Carlos is passionate about family. His work is driven by a mission to guide other individuals and families toward achieving their own financial goals and securing a brighter future.

After building several successful businesses, he pivoted his career to focus entirely on helping others achieve financial freedom.

Personality Overview

Challenger

Vision Oriented

Fast-Paced

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Family Financial Planning
As a husband and father, his professional focus is helping families plan for the future, including for milestones like having a new child.
Entrepreneurship
He built several successful businesses before becoming a financial advisor, indicating a deep understanding of the entrepreneurial journey.
Career Development
In his role as Growth and Development Director, he actively recruits and encourages others to consider a career as a Financial Advisor at Northwestern Mutual.

Media Appearances

J Carlos Villarreal - Northwestern Mutual - Facebook. Featured in Facebook

See Now

Work History

5-2025
Financial Advisor & Growth and Development Director at Northwestern Mutual
2-2024
Financial Advisor & Field Director at Northwestern Mutual
12-2021
Financial Representative at Northwestern Mutual

Education

2001 - 2005
Bachelor of Science in Business and Marketing from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 4 Location : Honolulu, Hawaii, United States Job Level : Mid-senior Designation : Financial Advisor & Growth and Development Director at Northwestern Mutual
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Insights For Selling To J. Carlos

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Be crisp while making the pitch
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Do not give up if they are not convinced, try again with a different approach
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with J. Carlos is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from J. Carlos

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will J. Carlos move?

  • Their decision making speed is somewhere in the middle.
  • Can J. Carlos take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And J. Carlos

Personality Compatibility


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