Jonathan Sandell

Evaluator
DISC Type : cds

CEO at Shepherds Friendly

Greater Reading Area, United Kingdom

Overview

Jonathan is a seasoned financial services leader with over 20 years of experience, currently serving as the CEO of Shepherds Friendly. His expertise lies in developing growth strategies, customer propositions, and leading digital transformations, with previous senior roles at Lloyds Banking Group, Embark Group, and Prudential UK. He holds an MBA from Henley Business School.

Outside of his executive career, Jonathan has an appreciation for inspirational figures, citing architect Frank Gehry as a personal inspiration. He values engaging in insightful discussions about the future of the financial industry and is motivated by the concept of mutuality and member-first business approaches.

Upon joining Shepherds Friendly, he stated that the societys member-first approach and concept of mutuality "really resonates" with him.

Personality Overview

Thorough Evaluator

Fast But Analytical

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Customer Proposition Strategy
A core theme throughout his career, holding senior customer and proposition director roles at Lloyds Banking Group and Embark Group.
Mutuality in Finance
Expressed that Shepherds Friendly's mutual, member-first approach was a key reason for him joining the society as CEO.
Digital Transformation
His career focus includes digital development and wealth platform implementation to drive growth and modernize financial services for customers.

Media Appearances

Jonathan has no verified media appearances

Work History

1-2026
CEO at Shepherds Friendly
7-2022 - 1-2026
Executive Director - Customer and Proposition at Embark Group
7-2022 - 1-2026
Customer & Proposition Director - Pensions and Investments at Lloyds Banking Group
9-2018 - 7-2022
Proposition Director - Interim at Lloyds Banking Group
1-2018 - 10-2023
Managing Director at Edge and Western Associates Ltd

Education

2003 - 2005
MBA from Henley Business School
10-1991 - 7-1994
BSc (Hons) from University of Bristol

More Information

Social Presence :

Prographics :

Exp : 28 Location : Greater Reading Area, United Kingdom Job Level : Leadership Designation : CEO at Shepherds Friendly
URL has been copied!

Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jonathan

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jonathan take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jonathan

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.