Tedd Hikes

Captain
DISC Type : DS

Senior Insurance Specialist at CBS Brokerage

United States

Overview

Tedd Hikes is a Senior Insurance Specialist at CBS Brokerage, where he focuses on empowering RIA firms to enhance their service offerings. He co-hosts the "CBS Spotlight" podcast, where he interviews insurance and financial industry leaders to share insights on technology, sales, and client engagement strategies.

Outside of his direct professional duties, Tedd is an active voice in the financial community. He engages in discussions around adapting to the unique financial planning needs of diverse communities and improving connections with female clients, who will control a significant portion of future wealth.

He co-hosts the "CBS Spotlight" podcast, interviewing heads of insurance and financial experts.

Personality Overview

Long-Term Thinker

Decisive But Calm

Dynamic But Sincere

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Empowering RIA Firms
His professional focus is on providing collaborative insurance expertise to help Registered Investment Advisor firms expand their services and enhance the client experience.
Industry Podcasting
He co-hosts the "CBS Spotlight" podcast, where he interviews industry leaders from companies like John Hancock and Global Atlantic to discuss market trends and strategies.
Financial Industry Inclusion
He has featured discussions on his podcast about the importance of serving the unique financial planning needs of the LGBTQ+ community.

Media Appearances

Tedd has no verified media appearances

Work History

9-2024
Senior Insurance Specialist at CBS Brokerage
2-2022
Marketing Director at CBS Brokerage
12-2018 - 2-2022
President at The HL Group Svcs, LLC
8-2013 - 5-2016
Sr. VP- Solution Centers at Crump Life Insurance Services
12-2010 - 8-2013
Sales Vice President Annuities and DI at Crump Life Insurance Services

Education

Tedd has no verified education history

More Information

Social Presence :

Prographics :

Exp : 23 Location : United States Job Level : Junior Designation : Senior Insurance Specialist at CBS Brokerage
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Insights For Selling To Tedd

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Focus on the results that your product produces, expect some strategic questions in return
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tedd is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Tedd

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Tedd move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Tedd take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Tedd

Personality Compatibility


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