Caleb Orr

Sharpshooter
DISC Type : CD

Financial Advisor at Merrill Lynch Wealth Management

Florham Park, New Jersey, United States

Overview

Caleb has no verified overview

Personality Overview

Precise But Practical

Thorough Evaluator

ROI Driven

They are not focused on building rapport and relationships.  More than the product, they care about the effectiveness of the product. They like to be in a position where they can control the conversation and terms.

Topics They Care About

Caleb has no verified topics they care about

Media Appearances

Caleb has no verified media appearances

Work History

8-2023
Financial Advisor at Merrill Lynch Wealth Management
7-2020 - 8-2023
Crop Insurance Specialist at Farm Credit East - Crop Growers
8-2019 - 7-2020
Membership Manager at South Carolina Farm Bureau Federation
5-2018 - 8-2018
Intern at Merrill Lynch Wealth Management
5-2017 - 5-2019
Graduate Research and Teaching Assistant at Clemson University

Education

2017 - 2019
Master's Degree from Clemson University
2014 - 2017
Bachelor's Degree from Clemson University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Florham Park, New Jersey, United States Job Level : N/A Designation : Financial Advisor at Merrill Lynch Wealth Management
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Insights For Selling To Caleb

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Speak about competitive differentiation that your product offers
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Avoid being too verbose
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caleb is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Caleb

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Caleb move?

  • They can take decisions very fast if you manage to convince them.
  • Can Caleb take some risk or not?

  • The risks don’t matter much to them.

You And Caleb

Personality Compatibility


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