Jared Kurland

Energizer
DISC Type : I

Estate and Retirement Consultant at FSG, LLC

Chicago, Illinois, United States

Overview

Jared is an Estate and Retirement Consultant at FSG, LLC, leveraging a unique background that combines client service, leadership, and analytical skills. He is a graduate of the University of Illinois with a degree in Natural Resources and Environmental Studies, applying his problem-solving abilities honed in the outdoors to the world of finance.

Deeply passionate about the outdoors, Jared spent three seasons as a fly fishing guide in Montana, delivering unforgettable client experiences. He grew up working on the Long Island Sound, progressing from a mate to a captain for a fishing fleet, which shaped his communication and leadership skills from a young age.

His career path is unique, transitioning from being a fishing fleet captain and Montana fly fishing guide to a finance consultant in Chicago.

Personality Overview

Believer

Relationship Oriented

Enthusiastic

They are people oriented, friendly and like creating new connections.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Retirement Planning
As an Estate and Retirement Consultant with FSG, LLC, he is focused on helping clients with their financial and estate planning needs.
Fly Fishing
An experienced fly fishing guide in Western Montana for three seasons, highlighting a deep personal passion and expertise in the sport.
Environmental Science
Holds a degree in Natural Resources and Environmental Studies from the University of Illinois, indicating a foundational interest in the outdoors and conservation.

Media Appearances

Jared has no verified media appearances

Work History

11-2024
Estate and Retirement Consultant at FSG, LLC
4-2024 - 10-2024
Fly Fishing Guide at Paws Up Montana
6-2015 - 8-2023
First Mate/Deckhand at Island Current Fishing Fleet

Education

2019 - 2023
Natural Resources and Environmental Studies from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 9 Location : Chicago, Illinois, United States Job Level : Middle Designation : Estate and Retirement Consultant at FSG, LLC
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Insights For Selling To Jared

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Be friendly and entertaining in your conversation
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jared is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jared

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jared move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jared take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Jared

Personality Compatibility


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