Trevor Spiegel

Evaluator
DISC Type : csd

Financial Advisor at Northwestern Mutual

St Paul, Nebraska, United States

Overview

Trevor Spiegel is a Financial Advisor with Northwestern Mutual who takes a comprehensive approach to financial security. He leverages a background in psychology and human services, along with a Chartered Life Underwriter® certification, to provide holistic planning that focuses on risk mitigation and wealth management for families and young adults.

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Holistic Financial Planning
Emphasizes a comprehensive strategy, addressing both insurance and investments to ensure clients' financial security.
Youth & Family Impact
Transitioned from a career in juvenile services to finance with a stated passion for making an impact on young adults and families.
Purpose-Driven Careers
Frequently posts about finding meaningful, purpose-driven career opportunities with long-term growth at his firm.

Media Appearances

Trevor Spiegel, Financial Advisor - St Paul, NE 68873. Featured in Northwestern Mutual

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Work History

4-2021
Financial Advisor at Northwestern Mutual
3-2020 - 4-2021
Program Manager I (Compliance Supervisor) at State of Nebraska
4-2018 - 3-2020
Office of Juveniles Services Administrator at Nebraska Department of Health and Human Services
12-2017 - 4-2018
Interim Office of Juvenile Services Administrator at Nebraska Department of Health and Human Services
11-2016 - 12-2017
Facility Administrator at Nebraska Department of Health and Human Services

Education

2014 - 2016
Master of Science - MS from University of Nebraska at Omaha
2004 - 2008
Bachelor of Science - BS from University of Nebraska at Kearney

More Information

Social Presence :

Prographics :

Exp : 17 Location : St Paul, Nebraska, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Trevor

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trevor is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Trevor

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Trevor move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Trevor take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Trevor

Personality Compatibility


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