Robert Mangano CFP®, CPFA®

Enthusiast
DISC Type : i

Vice President Plan Consulting at Retirement Plan Advisors

Cherry Hill, New Jersey, United States

Overview

Robert has no verified overview

Personality Overview

Story Driven

Optimistic

Amiable & Agreeable

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

1-2025
Vice President Plan Consulting at Retirement Plan Advisors
3-2019 - 8-2025
Director Client Relations at Retirement Plan Advisors
12-2011 - 3-2019
Senior Relationship Manager at Empower Retirement
12-2011 - 3-2019
Relationship Manager at Empower Retirement
6-2003 - 12-2011
Retirement Education Specialist at The Hartford

Education

BA from Rowan University
2013 - 2014
CFP from Tucc

More Information

Social Presence :

Prographics :

Exp : 24 Location : Cherry Hill, New Jersey, United States Job Level : Senior Designation : Vice President Plan Consulting at Retirement Plan Advisors
URL has been copied!

Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Robert

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Robert take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Robert

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.