Jen Vitas

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DISC Type : cd

Chief Development Officer, District Director & Financial Advisor at Northwestern Mutual

West Hartford, Connecticut, United States

Overview

Jen Vitas is a Chief Development Officer and District Director at Northwestern Mutual, with over a decade of experience in financial services. She specializes in creating comprehensive financial plans for executives, focusing on tax reduction and wealth generation. She holds a Bachelor of Science with a management emphasis from Carroll University.

Outside of her professional role, Jen is a mother of three who enjoys outdoor activities, swimming, and attending concerts. A Wisconsin native, she is passionate about working through her extensive travel bucket list and spending cherished time with her children and family.

Jen was recently named one of the "Top 50 Women Chief Development Officers for 2025" by Women We Admire for her leadership and focus on supporting women.

Personality Overview

Hard To Convince

ROI Conscious

Judgemental

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Executive Wealth Strategy
Her entire practice is built around providing executives with strategies for tax reduction, savings protection, and compensation maximization through a proprietary blueprint.
Women in Leadership
She was recognized as a top female Chief Development Officer and has a stated focus on helping women achieve financial independence.
Leadership & Mentorship
She collaborates with senior leadership to foster growth within her agency and often posts about the importance of mentorship, camaraderie, and team culture.

Media Appearances

Jen Vitas, District Director - West Hartford, CT 06107. Featured in Northwestern Mutual

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Work History

11-2022
Chief Development Officer, District Director & Financial Advisor at Northwestern Mutual
3-2020 - 11-2022
Assistant Director - Distribution Performance Northwestern Mutual at Northwestern Mutual
8-2013 - 3-2020
Recruiting and Internship Consultant at Northwestern Mutual
1-2012 - 6-2013
Recruiting Director at Northwestern Mutual
11-2008 - 12-2011
Client Service Representative II at Fiserv Output Solutions

Education

2009 - 2012
BS from Carroll University
1998 - 2000
Bachelor of Science (B.S.) from University of Wisconsin -Waukesha

More Information

Social Presence :

Prographics :

Exp : 22 Location : West Hartford, Connecticut, United States Job Level : Leadership Designation : Chief Development Officer, District Director & Financial Advisor at Northwestern Mutual
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Insights For Selling To Jen

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jen is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Jen

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Jen move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Jen take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Jen

Personality Compatibility


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