Jonathan Conrad

Balancer
DISC Type : S

Managing Director at Northwestern Mutual

Lake Charles, Louisiana, United States

Overview

Jonathan Conrad is the Managing Director at Northwestern Mutuals Lake Charles office, a role he earned in 2024 after joining the firm in 2011. An alumnus of McNeese State University, he is a decorated advisor with numerous accolades, including the prestigious Pathfinder Award. People often call him a hard worker who pays close attention to detail.

A lifelong resident of the Lake Charles area, Jonathan is a devoted family man, married to Leah with four children. He is a former five-year college baseball player for McNeese State University. He now enjoys coaching his kids sports teams, playing golf, and is an avid Boston Red Sox fan.

He mentors student-athletes at his alma mater through a "Life After Athletics" program, helping them prepare for careers off the field.

Personality Overview

Process-Oriented

Slow To Decisions

Empathetic

They are polite and respectful but practical.  They are confident about making long-term decisions. Even if it takes time, they prefer following the process.

Topics They Care About

Financial Mentorship
As a McNeese State alumnus, he dedicates time to mentoring interns and student-athletes, guiding them on business etiquette, networking, and financial literacy.
Youth Sports
A former 5-year college baseball player, he remains passionate about sports by actively coaching his children's teams.
Community Involvement
He is highly active in his community, serving on boards like the Southwest Louisiana Law Center, starting a food drive, and supporting the American Cancer Society.

Media Appearances

Jonathan has no verified media appearances

Work History

8-2024
Managing Director at Northwestern Mutual

Education

2007 - 2011
BS from McNeese State University

More Information

Social Presence :

Prographics :

Exp : 1 Location : Lake Charles, Louisiana, United States Job Level : Mid-senior Designation : Managing Director at Northwestern Mutual
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Be very observant about how they perceive the risk in the decision
  • Tell them about the outcome and results before talking about the input
  • Encourage them to invite other key stakeholders for discussions

DONT's

  • Skip mentioning details that are confusing
  • Don’t try to be overly social in the early interactions
  • Ensure that you don’t seem disinterested when speaking to them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Low-risk, adoption by others and strong collaterals matter the most to them.
  • Will you ever get a clear answer from Jonathan

  • They never like to say no directly, they postpone the decisions or just go silent.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They can be very slow in making decisions.
  • Can Jonathan take some risk or not?

  • They are very likely to play it safe rather than taking risk.

You And Jonathan

Personality Compatibility


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