Zachary L. Allen

Go-getter
DISC Type : d

Financial Representative at Allen Financial Group

Dayton Metropolitan Area, United States

Overview

Zachary L. Allen is a Financial Representative and CEO of Allen Financial Group, specializing in wealth management for business owners, retirees, and families. A recipient of the 2025 Forbes Best-in-State Financial Security Professionals award, he is a Wright State University graduate and holds FINRA series 6, 7, & 66 licenses.

Outside of his financial practice, Zachary is an avid golfer and deeply involved in his community. He has served as a Councilmember for the City of Troy, Ohio, and actively supports local causes through philanthropy, including donations to the Good Samaritan Foundation.

He was recognized as a top donor to the Good Samaritan Foundation for gifts of $5, 000 or more.

Personality Overview

Vision Oriented

Direct & Candid

Self-Confident

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Financial Security
His work focuses on protecting families and businesses, and he was named to the 2025 Forbes list of Best-in-State Financial Security Professionals.
Community Leadership
He has direct experience in local governance, having served as a Councilmember for the Second Ward of Troy, Ohio.
Philanthropy
He is a notable donor to organizations such as the Good Samaritan Foundation and the Lincoln Presidential Foundation.

Media Appearances

Zachary Allen – Team Member Profile. Featured in Allen Financial Group (theafg.net)

See Now

Work History

4-2009
Financial Representative at Allen Financial Group
9-2008 - 3-2009
Producer at Trojan Insurance Agency
6-2006 - 8-2008
Insurance and Financial Service Professional at American National

Education

2003 - 2006
Financial Services from Wright State University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Dayton Metropolitan Area, United States Job Level : Junior Designation : Financial Representative at Allen Financial Group
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Insights For Selling To Zachary L.

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zachary L. is

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

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

Insights For Deal Planning

    How fast (or slow) will Zachary L. move?

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

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

You And Zachary L.

Personality Compatibility


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