Steve Goldberg

Examiner
DISC Type : cs

Assistant Vice President, Annuity Product Management at Pacific Life

Ladera Ranch, California, United States

Overview

Steve Goldberg is the Assistant Vice President of Annuity Product Management at Pacific Life, where he leads the Annuity Intelligence Team. His expertise is in annuity strategic positioning and education. He holds an MBA from California State Polytechnic University-Pomona and a BA from UC Irvine, with previous roles at Jackson National Life.


His social media activity suggests a unique approach to business, using analogies like chess to explain complex financial topics such as premium financing.

Personality Overview

Tough To Convince

Overcautious

Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach.

Topics They Care About

Annuity Product Strategy
As AVP of Annuity Product Management, he frequently discusses the strategic positioning, design, and competitive intelligence of fixed and variable annuities.
Fiduciary Advice
He is focused on the role of annuities within a fiduciary framework, specifically targeting fee-based financial professionals and RIAs.
Premium Financing
He is actively promoting Pacific Life's premium financing resources to financial professionals.

Media Appearances

Steve has no verified media appearances

Work History

4-2017
Assistant Vice President, Annuity Product Management at Pacific Life
3-2012 - 3-2017
Director, Annuity Product Management at Pacific Life
10-2006 - 3-2012
Director Product Development at Pacific Life
12-1998 - 10-2006
Vice President, Product Development at Jackson National Life
1-1996 - 12-1998
Customer Service Rep at SunAmerica Financial Group

Education

Master of Business Administration (MBA) from California State Polytechnic University-Pomona
Bachelor of Arts (B.A.) from UC Irvine

More Information

Social Presence :

Prographics :

Exp : 30 Location : Ladera Ranch, California, United States Job Level : Senior Designation : Assistant Vice President, Annuity Product Management at Pacific Life
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

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

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Steve move?

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

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

You And Steve

Personality Compatibility


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