Jason Sommer

Energizer
DISC Type : I

Chief Operating Officer at Insignia Financial

Greater Sydney Area, Australia

Overview

Jason Sommer is the Chief Operating Officer at Insignia Financial, with over 25 years of experience in wealth management, superannuation, and investment management. He leads the companys Strategy and Enterprise Services functions. A Fellow of the Institute of Actuaries of Australia, he previously held senior executive roles at AMP, Sunsuper, NAB Wealth, and Deloitte.


While leading AMP Investments, he drove a simplification strategy that successfully reduced costs by 9% and increased profits by 15% between 2022 and 2023.

Personality Overview

Believer

Enthusiastic

Relationship Oriented

They are friendly, approachable and love to make new connections.  They are really good at seeing what the long-term impacts of their decisions could be. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Strategic Operations
His career includes consulting on strategic operating models at Deloitte and now leading Strategy and Enterprise Services at Insignia Financial.
Wealth Management
Possesses over 25 years of deep experience across the wealth management industry, including superannuation, investment management, and life insurance.
Business Transformation
Held a senior role as Director of Investments and Transformation at AMP and joined Insignia Financial amidst a major overhaul of its operating model.

Media Appearances

Insignia Financial Announces New Operating Model and Executive Team Changes (includes appointment of Jason Sommer as COO). Featured in Insignia Financial (official website)

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Jason Sommer – Executive Profile at Insignia Financial (IFL.AU). Featured in Macroaxis

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Insignia Financial Ltd. – Shareholder/Analyst Call Transcript. Featured in MarketScreener

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Work History

7-2024
Chief Operating Officer at Insignia Financial
3-2024 - 6-2024
Consultant at Deloitte
6-2021 - 2-2024
Director, Investments and Transformation, AMP Australia at AMP
3-2019 - 5-2021
Chief Financial Officer at Sunsuper
11-2016 - 3-2019
Executive General Manager, People, Projects & Performance at Sunsuper

Education

2016 - 2016
Advanced Management Programme from INSEAD
1996 - 2000
Fellow of the Institute of Actuaries of Australia from Institute of Actuaries of Australia

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater Sydney Area, Australia Job Level : Leadership Designation : Chief Operating Officer at Insignia Financial
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Talk anecdotally about the customer experience that your product offers
  • Be friendly and entertaining in your conversation

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jason

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jason take some risk or not?

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

You And Jason

Personality Compatibility


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