Scott Francolini

Go-getter
DISC Type : d

Senior Relationship Manager- TPA Customer Care at Principal Financial Group

Greater Boston, United States

Overview

Scott is a relationship-driven executive with 30 years of experience in the retirement and financial services industry. He excels at building strategic partnerships to enhance client loyalty, retention, and business growth. He holds an MBA from the University of Hartford and a Series 26 license.

Based on his professional affiliations, Scott appears passionate about financial industry leadership and staying current on market trends. He follows prominent business publications and investment firms to inform his strategic approach to client management and business development.

After a 14-year tenure at John Hancock, he took a "purposeful pause" to reflect and recharge before beginning his current role.

Personality Overview

Vision Oriented

Challenger

Self-Confident

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Client Relationship Management
His career is defined by building partnerships with plan sponsors and advisors to strengthen relationships, improve retention, and drive growth.
Retirement Industry
Possesses deep expertise from leadership roles at John Hancock, New York Life, and Principal, focusing on retirement and wealth management solutions.
Career Development
He has shared his personal experience of taking a "purposeful pause" to reflect on his career path before starting a new chapter professionally.

Media Appearances

Scott has no verified media appearances

Work History

11-2025
Senior Relationship Manager- TPA Customer Care at Principal Financial Group
4-2017 - 4-2024
SVP, Strategic Relationship Management & Consulting at John Hancock Retirement
4-2015
SVP, Mid/Large Strategic Relationship Management at John Hancock Retirement
4-2014 - 3-2015
Managing Director, Relationship Management at New York Life Investment Mgmt
8-2011 - 4-2014
National Practice Leader at New York Life Investment Management

Education

1999 - 2001
MBA from University of Hartford
1990 - 1994
BS from Bryant University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Boston, United States Job Level : Middle Designation : Senior Relationship Manager- TPA Customer Care at Principal Financial Group
URL has been copied!

Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Get to the point quickly instead of spending too much time on pleasantries
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Scott

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • Their decision making speed is somewhere in the middle.
  • Can Scott take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Scott

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.