Jason Mueller

Examiner
DISC Type : cs

Regional Director at John Hancock

Andover, Minnesota, United States

Overview

Jason is a Regional Director at John Hancock with nearly three decades of experience in the financial services industry. Holding both RICP and MSFS designations, he is recognized for being a knowledgeable and highly professional client advocate, with expertise in insurance products and longevity planning.

He was involved in what he described as a "passion project" that resulted in a first-of-its-kind innovation in the insurance space.

Personality Overview

Tough To Convince

Unexpressive

Overcautious

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Insurance Automation
He has promoted fully automated life insurance purchasing experiences, highlighting speed and efficiency from application to policy delivery.
Longevity Planning
Focuses on leveraging tools and resources related to longevity and wellness programs in conjunction with life and long-term care insurance.
Innovative Health Benefits
He cares about comprehensive cancer care solutions that combine multi-cancer early detection, health advocacy, and financial benefits.

Media Appearances

Recently, the SMS Life team welcomed Jason Mueller from John Hancock. Featured in Instagram

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John Hancock Retirement Announces Reorganization. Featured in PlanAdviser

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John Hancock Adds to U.S. Sales and Distribution Leadership with Key Appointments, Expands Executive Benefits Business. Featured in Morningstar

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Work History

6-2025
Regional Director at John Hancock
1-2017 - 6-2025
VP, Producer Group Relationships at Symetra
9-2014 - 12-2016
Sales Vice President, M Financial at Voya Financial
1-2012 - 8-2014
Sales Vice President, M Financial at ING US
5-2003 - 1-2012
Director, Life Insurance Wholesaling at ING US

Education

2021 - 2025
RICP from The American College of Financial Services
2007 - 2011
MSFS from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 28 Location : Andover, Minnesota, United States Job Level : Mid-senior Designation : Regional Director at John Hancock
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jason

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jason take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jason

Personality Compatibility


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