Nikki Powell

Questioner
DISC Type : c

Director, Advisory Integration at Jackson

Franklin, Tennessee, United States

Overview

Nikki Powell is the Director of Advisory Integration at Jackson, where her team focuses on enhancing the retirement experience for financial advisors and their clients through technology. An award-winning sales professional, she has progressed through several roles at the company and holds a Bachelor of Business Administration.

Nikki is passionate about creating an impact in her community and workplace. She was selected for Nashvilles "Equity In Action" cohort, a social action initiative designed to create opportunities for people of color. She identifies as an Enneagram Type 9, characterized by being supportive and optimistic.

Unique fact: Nikki is dedicated to creating impactful change within her firm to improve corporate diversity and inclusion.

Personality Overview

Not Easily Convinced

Cautious & Analytical

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They prefer to fully evaluate every situation.

Topics They Care About

Financial Technology
Her team's focus is on using financial technology to help advisors improve the overall retirement planning experience for their clients.
Retirement Solutions
She is an expert on retirement products, specifically commenting on client demand for Registered Index-Linked Annuities (RILAs).
Workplace Diversity
Participated in the "Equity In Action" initiative and is passionate about projects that can bring impactful change for people of color in the workplace.

Media Appearances

Nikki has no verified media appearances

Work History

11-2020
Director, Advisory Integration at Jackson
7-2020 - 10-2020
Internal Wholesaler Team Lead at Jackson
8-2018 - 10-2020
Internal Wholesaler at Jackson
11-2016 - 8-2018
Production Assistant to the President at The Eppy Group
4-2016 - 8-2018
Financial Services Professional at The Eppy Group

Education

Bachelor of Business Administration (BBA) from University of Technology, Jamaica

More Information

Social Presence :

Prographics :

Exp : 21 Location : Franklin, Tennessee, United States Job Level : Mid-senior Designation : Director, Advisory Integration at Jackson
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Insights For Selling To Nikki

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nikki is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Nikki

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Nikki move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Nikki take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Nikki

Personality Compatibility


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