John Klein

Collaborator
DISC Type : is

New York Life Agent at New York Life Insurance Company

Syosset, New York, United States

Overview

John is a New York Life Agent focused on helping clients with in-depth financial needs analysis and planning. This role follows an extensive 20-year career in the textiles industry, where he held senior sales and management positions at companies like Samsung America. He is a Hofstra University graduate skilled in managing high-performance teams and building profitable relationships.

After more than two decades in sales and management within the textile industry, John successfully pivoted to a new career in financial services.

Personality Overview

Example Driven

Good Listener

Consensus Builder

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  Scenarios where both sides can come out as winners appeal to them greatly. They are more likely to opt for solutions that are proven in the market.

Topics They Care About

Financial Planning
His current role involves working with clients to determine financial goals through in-depth needs analysis and implementing individualized plans.
Career Transitions
He made a significant career change to financial services after spending over 20 years in the textile industry in various sales and management roles.
Sales Management
His background includes managing sales teams, recruiting and mentoring staff, and developing key account strategies for major companies like Samsung America.

Media Appearances

John has no verified media appearances

Work History

11-2010
New York Life Agent at New York Life Insurance Company
3-2007 - 8-2008
Sales Executive at Samsung America
sales at Samsung America
Sales Person at Tandler Textiles
6-1988 - 12-1995
Sales/Sales manager at Yarnell Fabrics

Education

1984 - 1988
ba from Hofstra University
1984 - 1988
BA from Hofstra University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Syosset, New York, United States Job Level : N/A Designation : New York Life Agent at New York Life Insurance Company
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • When asking them questions, sound relatable and informal
  • Be visibly appreciative of their actions during your interactions
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t ask too many questions that sound too dry and objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from John

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can John take some risk or not?

  • It is unlikely that they will take many risks.

You And John

Personality Compatibility


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