Nicole Pesce (Reyes)

Enigma
DISC Type : dci

Financial Advisor at Northwestern Mutual

Tewksbury, Massachusetts, United States

Overview

Nicole is a results-driven Financial Advisor at Northwestern Mutual with over 15 years of experience spanning sales, operations, and marketing. A graduate of Northeastern University, colleagues describe her as a detail-oriented and organized critical thinker. She specializes in strategic planning and solving complex problems to achieve goals.

While her public profile centers on her professional life, she has a stated interest in major consumer goods companies like Procter & Gamble and General Electric, where she completed a co-op program early in her career.

In a previous management role, she successfully led her team to reduce annual company spending by approximately $800, 000.

Personality Overview

Fast Follower

Hard To Convince

Challenger

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. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Client Financial Security
Her current role and shared content are centered on helping clients build financial plans to feel confident about their money and future.
Sales Process Optimization
Previously managed the entire back-end sales support process for a channel with over $350M in annual revenue, focusing on improving team effectiveness.
Strategic Cost Reduction
Has a proven track record of successful cost management, once leading a team to reduce annual spend by around $800k.

Media Appearances

Nicole has no verified media appearances

Work History

4-2024
Financial Advisor at Northwestern Mutual
8-2023
Financial Representative at Northwestern Mutual
1-2022 - 3-2023
Director Global Sales Operations at Acuity Brands
1-2021 - 1-2022
Sales Operations Manager at Acuity Brands
12-2017 - 5-2020
Network Regional Manager at Agero, Inc.

Education

2008 - 2012
Business Administration from Northeastern University
2020 - 2020
Leadership Development Program (LDP) from Center For Creative Leadership

More Information

Social Presence :

Prographics :

Exp : 13 Location : Tewksbury, Massachusetts, United States Job Level : Junior Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Nicole

During A Call Or A Meeting

DO's

  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Avoid long presentations and just 'high-level' value proposition, dive into the details

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicole is

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

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Nicole move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Nicole take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Nicole

Personality Compatibility


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