John Navien

Observer
DISC Type : ci

Principal at Navien Financial

Boston, Massachusetts, United States

Overview

John Navien is the Principal of Navien Financial, where he specializes in sophisticated insurance and estate planning strategies for affluent families and businesses. Recently recognized by Forbes as a Top Financial Security Professional, he provides comprehensive planning and holds CLU®, ChFC®, and CASL® designations.

Outside of his financial practice, John is deeply committed to community service, drawing from his background as a former Golden Gloves boxer. He has helped raise over $1 million for The BASE, an organization empowering urban youth through sports, and serves on the board of the Boston Youth Symphony Orchestras.

He serves as a Boxing Commissioner for Massachusetts, an appointment he received from two different governors.

Personality Overview

Example Seeker

Value Driven

Curious

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Financial Security
His career focus is providing financial planning for families and businesses, and he was recently named a Forbes Top Financial Security Professional.
Youth Empowerment
He has earned multiple community service awards for his extensive volunteer work and fundraising for youth organizations like The BASE and the Boston Youth Symphony Orchestras.
Boxing
A former Golden Gloves boxer, he stays actively involved in the sport as a Commissioner for the Massachusetts State Athletic Commission.

Media Appearances

John has no verified media appearances

Work History

10-2014
Principal at Navien Financial
12-2022
Boxing Commissioner - Massachusetts State Athletic Commission at Commonwealth of Massachusetts
1-2021
Advisory Board Member at The BASE
10-2018 - 10-2022
Young Professional's Council - Chair at The BASE
5-2018
Member Board Of Directors at Boston Youth Symphony Orchestras

Education

2000 - 2004
Education details unavailable from UNH Peter T. Paul College of Business and Economics

More Information

Social Presence :

Prographics :

Exp : 11 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Principal at Navien Financial
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Ask them questions to understand their needs better while staying affable
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from John

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can John take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And John

Personality Compatibility


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