Jordan Smith

Commander
DISC Type : D

Director of Financial Education at Sapers & Wallack, Inc.

Wellesley Hills, Massachusetts, United States

Overview

Jordan Smith is the Director of Financial Education at Sapers & Wallack, Inc. , where he designs and delivers financial wellness programs for employees. With a background as a Retirement Consultant and Financial Advisor at firms like John Hancock, he has a proven track record of exceeding sales goals.

Beyond his primary role, Jordan is passionate about mentorship and demystifying complex financial topics. He has coached collegiate sales teams and actively shares his perspective on topics ranging from real estate investing to the long-term value of a college degree, aiming to make finance more accessible.

Unique fact: Jordan won first place and the "Most Creative Award" in the Northeast Intercollegiate Sales Competition for his one-minute e-pitch.

Personality Overview

Decisive

Very Quick

Impact-Driven

They like to move fast and expect the same from others.  They are not always relationship oriented. More than the product, they care about the impact of the product.

Topics They Care About

Financial Literacy
His professional focus is on ending the "financial literacy paradox" by providing engaging financial education programs and workshops to employees.
Retirement Planning
Has significant experience as a Retirement Consultant, where he was recognized as a 2021 Century Club Silver Member for securing over $250M in production.
Impact of Inflation
He actively shares content and his own perspectives on the real-world impact of inflation, going beyond headline numbers to analyze its effect on personal finances.

Media Appearances

Jordan has no verified media appearances

Work History

5-2024
Director of Financial Education at Sapers & Wallack, Inc.
5-2022 - 5-2024
Retirement Consultant at Sapers & Wallack, Inc.
9-2020 - 5-2022
Retirement Consultant at John Hancock
6-2017 - 9-2020
Financial Advisor at Equitable Advisors
12-2014 - 5-2016
Chief Financial Officer at Bryant Sales Team

Education

2020 - 2020
Business Analytics from Udacity
2013 - 2017
Bachelor's degree from Bryant University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Wellesley Hills, Massachusetts, United States Job Level : Mid-senior Designation : Director of Financial Education at Sapers & Wallack, Inc.
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Insights For Selling To Jordan

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Hold your ground without indulging in one-upmanship

DONT's

  • Avoid being too verbose
  • Don’t take too much time in sending them information if they ask for any
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jordan is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jordan

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Jordan move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Jordan take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Jordan

Personality Compatibility


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