Michael Corcetti

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DISC Type : cd

Financial Advisor at Northwestern Mutual

Monroeville, Pennsylvania, United States

Overview

Michael is a Financial Advisor with Northwestern Mutual, specializing in helping clients achieve financial security through insurance and investment services. A graduate of the University of Pittsburgh at Johnstown, he is consistently described by clients as a compassionate and consultative advisor who is great to work with.

Michael has strong ties to his community, having attended both high school and university in the greater Pittsburgh area. He has also been involved in local civics, previously running for a seat on the Franklin Regional school board. He is also a donor to local youth-focused organizations.

He has been recognized on Forbes list of "Top Financial Security Professionals" for his work in Pennsylvania.

Personality Overview

Judgemental

Demanding

ROI Conscious

They can be nudged to make faster decisions by offering what they value.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Topics They Care About

Family Financial Planning
He frequently posts about creating financial plans for major life events, such as preparing for a new baby or purchasing a future home.
Retirement Strategies
His clients endorse his ability to help consolidate 401(k)s into an IRA, indicating a focus on long-term retirement savings and management.
Investment Diversification
He shares content about navigating mixed economic signals and emphasizes that the need for portfolio diversification remains a certainty for long-term outlooks.

Media Appearances

Michael has no verified media appearances

Work History

4-2008
Financial Advisor at Northwestern Mutual
5-2007 - 8-2007
Intern at Northwestern Mutual

Education

2003 - 2008
Bachelors from University of Pittsburgh at Johnstown
2000 - 2003
Diploma from Kiski Area High School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Monroeville, Pennsylvania, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Stress on the business value that your product offers
  • Highlight the competitive differentiation of your product

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Michael

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Michael take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Michael

Personality Compatibility


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