Nathan Fergusson

Observer
DISC Type : ci

Senior Retirement Plan Manager at Edelman Financial Engines

Wakefield, Massachusetts, United States

Overview

Nathan has no verified overview

Personality Overview

Assertive

Example Seeker

Curious

They ask a lot of questions and rely heavily on information and collaterals.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Nathan has no verified topics they care about

Media Appearances

Nathan has no verified media appearances

Work History

4-2007
Senior Retirement Plan Manager at Edelman Financial Engines
Retirement Plan Specialist at Financial Engines

Education

2005 - 2009
JD from Suffolk University Law School
5-1996 - 5-2000
Bachelor of Business Administration - BBA from Gordon College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Wakefield, Massachusetts, United States Job Level : Middle Designation : Senior Retirement Plan Manager at Edelman Financial Engines
URL has been copied!

Insights For Selling To Nathan

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nathan is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Nathan

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Nathan move?

  • They like to analyze well and then make their decisions.
  • Can Nathan take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Nathan

Personality Compatibility


Other Edelman Financial Engines Employees

Explore more public profiles from related professionals at the same organization.

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.