Jake Wildenmann, ChFC®

Evaluator
DISC Type : Dsc

Hybrid Wholesaler - IMO at Nationwide Financial

New York City Metropolitan Area, United States

Overview

Jake Wildenmann is a Hybrid Wholesaler at Nationwide Financial, specializing in IMO Annuity Distribution. He holds a Chartered Financial Consultant (ChFC) designation, an MBA from Indiana University Southeast, and a BBA from the University of Kentucky.

Based on his educational background and stated interests, Jake is an alumnus of the University of Kentucky. He likely maintains an interest in the university and its associated community and athletic programs.

He holds the advanced Chartered Financial Consultant (ChFC) designation, indicating a high level of expertise in financial planning.

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Retirement Planning
He frequently shares content about the challenges recent retirees face, including market volatility and loss of income, emphasizing the need for professional guidance.
Market Insights
Shares analysis from Nationwide's strategists on S&P 500 performance, sector rotations, and underlying stock volatility, indicating a focus on current market trends.
Business Owner Finance
He identifies an opportunity for financial professionals to support small and mid-sized business owners who value guidance but often don't seek it.

Media Appearances

Jake has no verified media appearances

Work History

4-2025
Hybrid Wholesaler - IMO at Nationwide Financial
10-2022 - 4-2025
RIA External Consultant at Jackson
8-2017 - 10-2022
Hybrid Wholesaler - RIA at Nationwide Financial
2-2017 - 8-2017
Senior Internal Wholesaler - RIA at Nationwide Financial
9-2015 - 2-2017
Internal Wholesaler - RIA at Nationwide Financial

Education

2016 - 2018
Master of Business Administration (M.B.A.) from Indiana University Southeast
2011 - 2015
Bachelor of Business Administration (BBA) from University of Kentucky

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Hybrid Wholesaler - IMO at Nationwide Financial
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Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jake is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jake

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jake move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jake take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jake

Personality Compatibility


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