Jeffrey Jackman CFP, CLU, ChFC, RICP, WMCP

Questioner
DISC Type : c

Wealth Management Advisor at Northwestern Mutual

Greensboro, North Carolina, United States

Overview

Jeffrey Jackman is a Wealth Management Advisor and Growth and Development Director at Northwestern Mutual, specializing in financial planning for medical professionals. A graduate of Greensboro College and a CFP®, he was recognized by Forbes as a Best-in-State Financial Security Professional.

Outside of work, Jeffrey is an avid golfer, having played competitively in college. He is passionate about community service, previously chairing the Future Fund. He enjoys pickleball, BBQ, and following his hometown Pittsburgh sports teams with his family.

Unique fact: Jeffrey and his wife, Lindsey, share the same birthday and serendipitously met on their 21st birthday.

Personality Overview

Price-Sensitive

Not Easily Convinced

Systematic

They prefer to analyze every situation thoroughly.
  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Financial Planning
As a Wealth Management Advisor, his career is centered on creating financial plans, with a specific focus on serving medical professionals and their families.
Community Philanthropy
He was the former Chair of the Future Fund, where he helped plan a "shark tank" style event for local non-profits, demonstrating a commitment to local causes.
Career Mentorship
In his role as Growth and Development Director, he is responsible for mentoring and developing new financial advisors at his firm.

Media Appearances

Jeffrey has no verified media appearances

Work History

1-2022
Wealth Management Advisor at Northwestern Mutual
1-2020
Growth and Development Director at Northwestern Mutual
5-2014 - 1-2021
Financial Advisor at Northwestern Mutual
4-2013 - 9-2014
Sales Representative at Golf USA

Education

2011 - 2014
BS from Greensboro College
2007 - 2011
Education details unavailable from Northern Guilford High School

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greensboro, North Carolina, United States Job Level : Mid-senior Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jeffrey

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jeffrey take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Jeffrey

Personality Compatibility


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