Wade Sheffield

Captain
DISC Type : SD

Benefits Consultant at Univest

Greater Philadelphia, United States

Overview

Wade Sheffield is an experienced Employee Benefits Consultant at Univest Insurance, specializing in consultative sales. He leverages his background to help businesses, particularly small employers, navigate rising healthcare costs and optimize their health plans for significant savings.

Outside of his consulting role, Wade is a proud U. S. Army veteran and carries that experience as a significant part of his identity. He actively shares content related to his service and expresses gratitude for fellow veterans.

Unique fact: Wade served as a Fire Support Specialist in the U. S. Army.

Personality Overview

Planner & Achiever

Dynamic But Sincere

Output-Driven

They might take some time to make their mind up but once they do, they don't change it easily.  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

Healthcare Cost Savings
Shares strategies for employers to reduce medical spending, such as using level-funded plans and educating employees on urgent care versus emergency room use.
Future of HR
Promotes educational events for HR professionals focused on forward-looking topics like the 2026 outlook and the business applications of AI.
Supporting Veterans
Identifies as a proud U. S. Army Veteran in his professional headline and posts in recognition of Veterans Day.

Media Appearances

Univest Financial welcomes Wade Sheffield as Benefits Consultant. Featured in Facebook

See Now

Work History

4-2025
Benefits Consultant at Univest
12-2022 - 4-2025
Account Executive at American Solutions for Business
10-2021 - 12-2022
Sales Executive at ANRO Inc.
3-2013 - 4-2025
Fire Support Specalist at US Army

Education

Education details unavailable from Kutztown University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Benefits Consultant at Univest
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Insights For Selling To Wade

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wade 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 Wade

  • 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 Wade move?

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

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

You And Wade

Personality Compatibility


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