Natan Btesh

Visionary
DISC Type : Ds

Wealth Management Advisor at Northwestern Mutual

Miami, Florida, United States

Overview

Natan Btesh is a Wealth Management Advisor and Growth and Development Director with Northwestern Mutual in Aventura, Florida. A graduate of Florida International University, his expertise has been recognized by Forbes, which named him a Best-In-State Financial Security Professional.

There is no publicly available information about Natans personal hobbies or interests. He is focused on his career in wealth management and financial security.

An interesting fact is that Natan has been ranked by Forbes as a top financial security professional in his state for two consecutive years.

Personality Overview

Objective Evaluator

Fast But Thoughtful

Big Vision Person

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Financial Security
His career focus is validated by being named a "Best-In-State Financial Security Professional" by Forbes for two straight years.
Wealth Management
Serves as a Wealth Management Advisor, with previous experience at major firms like Merrill Lynch and J. P. Morgan.
Life Insurance
He frequently posts about the importance of life insurance as a key component of long-term financial stability for families.

Media Appearances

Natan has no verified media appearances

Work History

10-2018
Wealth Management Advisor at Northwestern Mutual
1-2017 - 9-2018
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
6-2016 - 8-2016
Summer Analyst at J.P. Morgan
6-2015 - 8-2015
Summer Analyst at JPMorgan Chase & Co.
1-2015 - 4-2015
Financial Advisor Associate Intern at Ameriprise Financial Services, Inc.

Education

2013 - 2016
Bachelor's Degree from Florida International University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Miami, Florida, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Natan

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Natan is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Natan

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Natan move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Natan take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Natan

Personality Compatibility


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