Makenzie Moon

Evaluator
DISC Type : dsc

Financial Representative at Northwestern Mutual

College Station, Texas, United States

Overview

Makenzie Moon is a Financial Representative at Northwestern Mutual, where she helps individuals and families build financial security. A graduate of Texas A&M University with a Master of Science, she focuses on personalized strategies for wealth building and risk management, leveraging her Life and Health Insurance license.

Guided by her faith, Makenzie is passionate about building strong relationships. Her background working at an equestrian center and as an assistant preschool teacher reflects her interests in horses and community involvement. She values integrity and helping others make confident financial choices.

Unique fact: After excelling as an employee at an equestrian center, she was invited back to be a guest judge for a horse show.

Personality Overview

Thorough Evaluator

Quality Focused

Hard To Convince

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

Topics They Care About

Financial Planning
Her core mission is helping individuals, families, and business owners build lasting financial security through personalized strategies aligned with their goals.
Wealth Management
She employs a comprehensive approach to wealth building and risk management, aiming to secure her clients' financial futures against uncertainties.
Faith and Integrity
Her professional approach is explicitly guided by her faith, and her personal motto is "Love God. Plan For Tomorrow. Live For Today. "

Media Appearances

Makenzie Elizabeth Moon, Financial Representative. Featured in Northwestern Mutual

See Now

Work History

1-2025
Financial Representative at Northwestern Mutual
9-2022 - 4-2023
Training Specialist at rokrbox
9-2022 - 4-2023
Recruiter at rokrbox
9-2022 - 4-2023
Floor Manager at rokrbox
6-2021 - 8-2021
Assistant Preschool Teacher at A&M United Methodist Weekday School

Education

8-2023 - 5-2025
Master of Science - MS from Texas A&M University
5-2021 - 2023
Ag Economics from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 2 Location : College Station, Texas, United States Job Level : Junior Designation : Financial Representative at Northwestern Mutual
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Insights For Selling To Makenzie

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t focus on relationship, focus purely on the merit of your product
  • 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 Makenzie is

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

  • 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 Makenzie move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Makenzie 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 Makenzie

Personality Compatibility


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