Jeffrey Parmer

Supporter
DISC Type : s

Registered Representative at NYLIFE Securities LLC

Redondo Beach, California, United States

Overview

Jeffrey Parmer is a Financial Services Professional at New York Life, where he creates custom solutions for personal and business needs. He specializes in college funding, retirement planning, and lifetime income strategies, and is also a Registered Representative for NYLIFE Securities LLC.

Jeffrey is a strong advocate for financial education, particularly for young people. He frequently shares content encouraging parents to teach their children about important concepts like budgeting and saving from an early age, helping to shape their financial futures.

He is passionate about helping people find unclaimed retirement funds from previous jobs.

Personality Overview

Social Proof Driven

Calm

Slow To Decisions

They maintain good relationships with everyone, internally and externally.  They prefer to follow rules and procedures. They are motivated by the potential impact of their decision on the organization.

Topics They Care About

Financial Literacy for Kids
He consistently emphasizes the importance of teaching children smart money habits, viewing it as a powerful lesson parents can provide for their future.
Retirement Planning
A core part of his practice involves creating retirement and lifetime income strategies, and he actively shares resources to help find lost retirement accounts.
Custom Financial Solutions
His professional focus is on analyzing the specific needs of clients to recommend tailored solutions for insurance and financial goals.

Media Appearances

Jeffrey has no verified media appearances

Work History

12-2022
Registered Representative at NYLIFE Securities LLC
9-2021
Agent at New York Life Insurance Company

Education

Jeffrey has no verified education history

More Information

Social Presence :

Prographics :

Exp : 4 Location : Redondo Beach, California, United States Job Level : Junior Designation : Registered Representative at NYLIFE Securities LLC
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Focus your pitch on the impact that you could help them have on their organization
  • Pause and ask them if they have any questions
  • If possible, connect them to existing customers

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t rush them to make quick decisions
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Jeffrey

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Jeffrey take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Jeffrey

Personality Compatibility


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