Jake Cole

Questioner
DISC Type : c

Senior Retirement Relationship Consultant at Sapers & Wallack, Inc.

Boston, Massachusetts, United States

Overview

Jake Cole is a Senior Retirement Relationship Consultant at Sapers & Wallack, a role he grew into after joining as a consultant. He specializes in holistic retirement services, leveraging his experience from John Hancock. He holds Series 7, 63, and 66 licenses and earned a B. S. in Finance from Providence College.

Outside of his financial career, Jake is an avid hockey enthusiast, coaching a youth hockey team to a state championship. He is passionate about staying active and enjoys golf, traveling, and trying new recipes. He also participates in charity hockey games benefiting foundations that support veterans.

His greatest personal accomplishment is finishing the 2019 Boston Marathon.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

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. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Holistic Financial Planning
Writes blog posts on maximizing employee benefits beyond salary, such as HSAs and Roths, to build long-term wealth.
Retirement Services
His career is focused on retirement plan consulting, and he was recently promoted to a senior role in this field.
Youth Hockey Coaching
He is a dedicated youth hockey coach who recently led the Belmont Youth Hockey 18U team to a state championship.

Media Appearances

Jake Cole – Sapers & Wallack, Inc. Team Member. Featured in Sapers & Wallack, Inc.

See Now

Work History

9-2024
Senior Retirement Relationship Consultant at Sapers & Wallack, Inc.
1-2022 - 9-2024
Retirement Relationship Consultant at Sapers & Wallack, Inc.
12-2020 - 1-2022
Regional Representative, Business Consultant at John Hancock Investment Management
7-2017 - 12-2020
Rollover Education Specialist at John Hancock Retirement
6-2016 - 8-2016
Retirement Plan Services Intern at John Hancock Retirement

Education

2013 - 2017
Bachelor of Science (B.S.) from Providence College
2016 - 2016
Entrepreneurship & Innovation from DIS - Study Abroad

More Information

Social Presence :

Prographics :

Exp : 8 Location : Boston, Massachusetts, United States Job Level : Middle Designation : Senior Retirement Relationship Consultant at Sapers & Wallack, Inc.
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Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jake 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 Jake

  • 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 Jake move?

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

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jake

Personality Compatibility


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