Phillip Pickett

Enthusiast
DISC Type : i

Financial Advisor at Northwestern Mutual

Birmingham, Alabama, United States

Overview

Phillip has no verified overview

Personality Overview

Consensus Focused

Amiable & Agreeable

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Phillip has no verified topics they care about

Media Appearances

Phillip has no verified media appearances

Work History

5-2003
Financial Advisor at Northwestern Mutual
4-2002 - 5-2003
Tax Manager at Deloitte
Member at EBS Strategies, LLC
Tax Manager at Arthur Andersen & Co.

Education

1993 - 1995
Master of Business Administration (M.B.A.) from The University of Alabama
1989 - 1993
Bachelor of Science (B.S.) from Florida State University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Birmingham, Alabama, United States Job Level : Middle Designation : Financial Advisor at Northwestern Mutual
URL has been copied!

Insights For Selling To Phillip

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phillip is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Phillip

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Phillip move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Phillip take some risk or not?

  • They can take some low-probability risks if needed.

You And Phillip

Personality Compatibility


Other Northwestern Mutual 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.