Rob Rooney, CLU®, ChFC®, LUTCF®

Examiner
DISC Type : cs

Dedicated Life Consultant at Saybrus Partners

Fort Worth, Texas, United States

Overview

Rob Rooney is a Dedicated Life Consultant at Saybrus Partners, specializing in life insurance strategies for high-net-worth clients. He supports the Edward Jones channel across North and West Texas and holds CLU®, ChFC®, and LUTCF® designations from The American College of Financial Services.

An alumnus of Centenary College of Louisiana, Rob was a member of the Theta Chi Fraternity. His professional content often emphasizes the importance of financial planning for growing families, suggesting a personal value placed on family security and well-being.

In a previous role, he built a sales territory from the ground up, generating a pipeline of over $800K in annualized premiums in just six months.

Personality Overview

Status Quo Seeker

Late Adopter

Tough To Convince

They are thorough and always follow a systematic approach.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

High-Net-Worth Planning
Experienced in estate planning, business planning, and advanced life insurance solutions tailored for high-net-worth individuals and their families.
Advisor Partnerships
His career focuses on partnering with and supporting financial advisors, currently within the Edward Jones channel, to serve their clients' needs.
Business Insurance Solutions
Previously worked with specialized products like Bank-Owned Life Insurance (BOLI) and Corporate-Owned Life Insurance (COLI) for executive benefits and business planning.

Media Appearances

Rob has no verified media appearances

Work History

7-2023
Dedicated Life Consultant at Saybrus Partners
8-2014 - 8-2023
Dedicated Life Consultant at Prudential Financial
3-2011 - 8-2014
Field Sales Associate at State Farm Insurance
1-2010 - 10-2010
Sales Vice President at Highland Capital Brokerage
1-2002 - 10-2009
Senior Wealth Management Consultant at Phoenix Life Insurance

Education

2009 - 2014
CLU® from The American College
2009 - 2013
ChFC® from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 23 Location : Fort Worth, Texas, United States Job Level : Senior Designation : Dedicated Life Consultant at Saybrus Partners
URL has been copied!

Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Rob

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Rob take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Rob

Personality Compatibility


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.