Jeffrey Crosley

Commander
DISC Type : D

District Director at Northwestern Mutual

Baltimore, Maryland, United States

Overview

Jeff Crosley is a District Director and Wealth Management Advisor at Northwestern Mutual, holding CFP® and CLU® certifications. He co-founded Traverse Wealth Management and was recognized by Forbes as a top financial security professional in Maryland. He is passionate about mentoring the next generation of advisors.

Jeffs dedication to financial planning is deeply personal, inspired by his fathers hard work to pay for his and his brothers education. This experience fuels his passion for helping clients and new recruits build secure financial futures and live lives they control.

He once recruited a talented individual to his team after being impressed with their service while they were selling him a phone.

Personality Overview

Strong-Willed

Impact-Driven

Risk-Taker

They like to stay in control of the negotiation or defining of the terms.  They are less concerned about the product and more about its potential impact. They put a lot of effort into ensuring personal success.

Topics They Care About

Mentoring Advisors
As a District Director, he is passionate about dedicating his time and energy to training and developing the next wave of financial advisors.
Talent Recruitment
He is actively seeking and hiring top talent for his firm, even finding promising individuals in unconventional places like a Verizon store.
Family Financial Security
His career is personally motivated by his father's hard work, driving him to help families achieve financial control and security.

Media Appearances

Jeffrey has no verified media appearances

Work History

9-2012
District Director at Northwestern Mutual
9-2001
Wealth Management Advisor at Northwestern Mutual

Education

1999 - 2001
Education details unavailable from University of Baltimore

More Information

Social Presence :

Prographics :

Exp : 24 Location : Baltimore, Maryland, United States Job Level : Mid-senior Designation : District Director at Northwestern Mutual
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Refer to testimonials from well-known industry leaders
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jeffrey

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • If convinced, they can reach decisions quite fast.
  • Can Jeffrey take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Jeffrey

Personality Compatibility


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