Benjamin May

Wildcard
DISC Type : ics

Senior Vice President, Financial Consultant' Truist Investment Services, Inc at Truist Wealth

Nashville, Tennessee, United States

Overview

Benjamin has no verified overview

Personality Overview

Curious But Skeptical

ROI Driven

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Benjamin has no verified topics they care about

Media Appearances

Benjamin has no verified media appearances

Work History

5-2024
Senior Vice President, Financial Consultant' Truist Investment Services, Inc at Truist Wealth
1-2021 - 9-2023
Senior Vice President' Client Advisor, Truist Wealth at Truist
7-2019 - 1-2021
Senior Vice President, Private Wealth Management at SunTrust
7-2018 - 7-2019
Senior Vice President at Hilliard Lyons - A Baird Company
12-2013 - 7-2018
Managing Director at Avondale Partners

Education

1981 - 1985
Master of Business Administration (M.B.A.) from New York University
1976 - 1980
Bachelor's degree from Yale University

More Information

Social Presence :

Prographics :

Exp : 45 Location : Nashville, Tennessee, United States Job Level : Leadership Designation : Senior Vice President, Financial Consultant' Truist Investment Services, Inc at Truist Wealth
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Insights For Selling To Benjamin

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Be prepared for a lot of questions, answer them objectively
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Benjamin is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Benjamin

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Benjamin move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Benjamin take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Benjamin

Personality Compatibility


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