Neal Pettinelli

Examiner
DISC Type : sc

Owner at Providence Financial Services, LLC

Collegeville, Pennsylvania, United States

Overview

Neal Pettinelli is the Owner of Providence Financial Services, where he focuses on employee benefits, retirement planning, and securities. With a background as a Director at CIGNA and a BA from Hobart and William Smith Colleges, he brings extensive experience in insurance and financial solutions for individuals and businesses.

Beyond his work in finance, Neal is also the owner of Bit of Heaven Tack Shop. This venture suggests a significant personal interest in the equestrian world and a passion for horse-related activities outside of his primary profession.

Unique Fact: Neal balances his corporate financial expertise with his entrepreneurial spirit as the owner of a tack shop.

Personality Overview

Process Oriented

Status Quo Seeker

Late Adopter

Being observant comes to them naturally.  They are always well-planned and adopt a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Employee Benefits
His firm specializes in health, life, and disability benefits, drawing from his past experience as a Director of Account Management at CIGNA.
Retirement Planning
A core part of his business involves providing retirement solutions and offering securities through Centaurus Financial Inc.
Equestrian Pursuits
His ownership of the 'Bit of Heaven Tack Shop' indicates a strong personal passion and deep connection to the horse community.

Media Appearances

Neal has no verified media appearances

Work History

3-2011
Owner at Providence Financial Services, LLC
4-2002 - 3-2013
Owner at Bit of Heaven Tack Shop
9-1991 - 6-2002
Director of Account Management at CIGNA Corporation

Education

1987 - 1991
BA from Hobart and William Smith Colleges

More Information

Social Presence :

Prographics :

Exp : 34 Location : Collegeville, Pennsylvania, United States Job Level : N/A Designation : Owner at Providence Financial Services, LLC
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Insights For Selling To Neal

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Neal is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Neal

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Neal move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Neal take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Neal

Personality Compatibility


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