Jonathan Bell-Feins, CLU®

Critic
DISC Type : C

Assistant Vice President at Highland Capital Brokerage

Boston, Massachusetts, United States

Overview

Jonathan Bell-Feins is an Assistant Vice President at Highland Capital Brokerage, specializing in life insurance and estate planning for high-net-worth clients. He holds the Chartered Life Underwriter® designation and has extensive experience working with financial advisors, wealth managers, and private bankers to develop sophisticated insurance solutions.

Originally studying Kinesiology at the University of Maryland before attending UMass Boston, Jonathan has a diverse background that includes managing large teams in the restaurant industry. He is deeply motivated by the real-world impact of his work on families.

He once sold a life insurance policy to a young mother who passed away unexpectedly just a week after giving birth to her third child.

Personality Overview

Negotiator

Information Seeker

ROI Driven

They prefer to analyze logically and value objective facts over emotions.  Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Estate Planning
He works with financial advisors and their clients to address complex insurance and estate planning needs.
HNW Client Strategy
He focuses on tax-efficient strategies and integrating permanent life insurance for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
Long-Term Care
He actively shares content about the nuances and benefits of traditional Long-Term Care Insurance (LTCI) for client planning.

Media Appearances

Jonathan has no verified media appearances

Work History

6-2021
Assistant Vice President at Highland Capital Brokerage
8-2019 - 6-2021
Market Development Director at John Hancock
4-2016 - 8-2019
Senior Sales Support at John Hancock
4-2015 - 4-2016
Agent at New York Life Insurance Company
3-2014 - 4-2015
Manager at Viga Italian Eatery and Catering

Education

2012 - 2013
Sociology from UMass Boston
2005 - 2010
Kinesiology from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 14 Location : Boston, Massachusetts, United States Job Level : Senior Designation : Assistant Vice President at Highland Capital Brokerage
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jonathan

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jonathan take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jonathan

Personality Compatibility


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