Tyler Hines, CFP®

Inquirer
DISC Type : cd

Director at Long Road Risk Management Services

Greater Cleveland, United States

Overview

Tyler Hines is an Insurance Planner at Long Road Risk Management Services. He holds a Bachelor of Business Administration from the University of Akron and is credentialed with a Series 7 license, demonstrating his expertise in both insurance and general securities.

His interests suggest a strong focus on the broader financial services industry, as he follows major firms like JPMorgan Chase & Co., Morgan Stanley, and Vanguard. His background includes experience in insurance marketing and customer service, showcasing a client-focused approach.

He recently earned his Series 7 - General Securities Representative certification from FINRA.

Personality Overview

ROI Conscious

Hard To Convince

Judgemental

They respond well to confident salespeople.  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.

Topics They Care About

Risk Management
His career is centered around insurance planning and his current role is at Long Road Risk Management Services.
Investment Securities
He recently obtained his Series 7 and Securities Industry Essentials (SIE) certifications, showing a professional focus on investment products.
Insurance Solutions
Holds state licenses for Accident & Health and Life insurance, which is central to his role as an Insurance Planner.

Media Appearances

Tyler has no verified media appearances

Work History

3-2026 - 3-2026
Director at Long Road Risk Management Services
11-2023
Insurance Planner at Long Road Risk Management Services
5-2023 - 11-2023
Associate Analyst, Insurance Marketing at Valmark Financial Group
11-2021 - 5-2023
Insurance Marketing at Valmark Financial Group
10-2019 - 9-2021
Customer Service Associate at Discount Drug Mart

Education

8-2019 - 5-2023
Bachelor of Business Administration - BBA from College of Business - The University of Akron

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Cleveland, United States Job Level : N/A Designation : Director at Long Road Risk Management Services
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Insights For Selling To Tyler

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tyler is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Tyler

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Tyler move?

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

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Tyler

Personality Compatibility


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