Torrie Rogers

Observer
DISC Type : ic

Financial Advisor at Northwestern Mutual

Boerne, Texas, United States

Overview

Torrie Rogers is a Financial Advisor at Northwestern Mutual, specializing in financial planning for individuals and families. She leverages her extensive leadership and management experience from her distinguished career in the US Navy.

Outside of her professional life, Torrie is a dedicated advocate for military families and veterans. She emphasizes personal discipline and commitment, often sharing her philosophy of starting the day by making her bed.

A unique aspect of Torries background is her 28-year career as a Senior Chief Petty Officer in the US Navy, including deployments in support of Operation Iraqi Freedom and Operation Enduring Freedom.

Personality Overview

Assertive

Example Seeker

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Veteran Financial Planning
Torrie frequently posts about financial strategies for veterans, including retirement planning, tax differences for military families, and protecting financial futures.
Financial Security
Her posts often highlight the importance of long-term disability insurance and tax-advantaged savings accounts to secure financial well-being for families.
Leadership Development
As a veteran and former Senior Chief Petty Officer, Torrie led and mentored numerous personnel in the US Navy, focusing on training and mission readiness.

Media Appearances

Sweet Financial Planning with Torrie Rogers. Featured in TikTok (Northwestern Mutual)

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A Military Career Changer: Meet Torrie. Featured in Northwestern Mutual (Opportunities site)

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Fort Worth Financial Advisor Granted $15,000 from Northwestern Mutual to support boot campaign. Featured in Focus Daily News

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Work History

1-2021
Financial Advisor at Northwestern Mutual
11-2017 - 1-2021
Financial Representative at Northwestern Mutual
5-2016 - 7-2017
Training Supervisor and Medical Operations Manager at US Navy-Navy Expeditionary Intelligence Command
3-2015 - 5-2016
Medical Department Manager/ Executive Leadership at US Navy-USS BUSH (CVN 77)
11-2012 - 3-2015
Senior Advisor, Directorate of Public Health Services at US Navy-Naval Medical Center Portsmouth

Education

2006 - 2008
Master of Science in Public Health from Trident University International
2001 - 2003
Bachelor of Science - BS from Southern Illinois University, Carbondale

More Information

Social Presence :

Prographics :

Exp : 19 Location : Boerne, Texas, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Torrie

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Persuade objectively how your product will help them achieve their goals
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Torrie is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Torrie

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Torrie move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Torrie take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Torrie

Personality Compatibility


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