John Markley

Examiner
DISC Type : cs

Enrolled Actuary at Future Plan by Ascensus

Lancaster, Pennsylvania, United States

Overview

John Markley is a seasoned Enrolled Actuary at Future Plan by Ascensus, bringing over 40 years of experience. He specializes in consulting for defined benefit pension plans, particularly for large municipal and corporate clients. He holds a Masters from Penn State and a Bachelors from UNC-Chapel Hill.

John maintains a connection with his alma maters, Penn State University and Duke University. His professional network also extends to the Houston, Texas area, indicating a personal or business connection to the city.

During his time at Coopers & Lybrand, he was involved in designing and implementing some of the earliest 401(k) plans for Fortune 500 companies.

Personality Overview

Status Quo Seeker

Tough To Convince

Unexpressive

They are thorough and always follow a systematic approach.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Pension Plan Consulting
Specializes in advising on defined benefit pension plans, including large-scale municipal plans and those involving employee contributions.
Retirement Benefits
His extensive career includes founding Markley Actuarial Services and working on the initial implementation of 401(k) plans for major corporations.
Benefit Valuations
Provides consultancy for GASB 45 and FAS 106 clients, focusing on the valuation of post-employment benefits beyond pensions.

Media Appearances

John has no verified media appearances

Work History

3-2024
Enrolled Actuary at Future Plan by Ascensus
4-2018 - 12-2021
Actuary at Markley Actuarial Services, Inc., a division of The Retirement Advantage
9-1985 - 3-2018
Actuary and Owner at Markley Actuarial Services, Inc., a division of The Retirement Advantage
1981 - 1985
Actuary at Coopers & Lybrand Consulting

Education

1974 - 1976
Bachelor of Science (BS) from The University of North Carolina at Chapel Hill
1976 - 1978
Masters from Penn State University

More Information

Social Presence :

Prographics :

Exp : 42 Location : Lancaster, Pennsylvania, United States Job Level : N/A Designation : Enrolled Actuary at Future Plan by Ascensus
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from John

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can John take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And John

Personality Compatibility


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