Wells King, CLU®

Examiner
DISC Type : cs

Financial Advisor at Northwestern Mutual

Atlanta, Georgia, United States

Overview

Wells King is a Financial Advisor with Northwestern Mutual, where he helps families achieve financial security. A graduate of The University of Georgia, he holds designations including Chartered Life Underwriter (CLU®). Clients describe him as detailed, caring, and very efficient.

Outside of work, Wells enjoys spending time with his wife and son. His personal interests include playing golf, being actively involved in his local church, and supporting the University of Georgia Bulldogs.

He has built his entire career at Northwestern Mutual, starting as an intern while in college.

Personality Overview

Process Oriented

Overcautious

Tough To Convince

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Financial Security
His professional introduction states his focus is on helping families achieve financial security and build long-lasting relationships.
Retirement Planning
He actively posts about the challenges and opportunities of retirement, aiming to help clients enter this phase with confidence.
Debt Reduction
Offers assistance in creating effective debt-reduction strategies for individuals and families based on his social media activity.

Media Appearances

Wells has no verified media appearances

Work History

4-2019
Financial Advisor at Northwestern Mutual
1-2018 - 4-2019
Financial Representative at Northwestern Mutual
5-2017 - 12-2017
Financial Representative Intern at Northwestern Mutual
2-2012 - 12-2017
Front Service Clerk at Publix Super Markets

Education

B.S. from The University of Georgia

More Information

Social Presence :

Prographics :

Exp : 13 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Wells

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wells is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Wells

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Wells move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Wells take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Wells

Personality Compatibility


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