Dave Jones

Examiner
DISC Type : cs

FinCrime Manager - Transaction Monitoring at Equals Money

United Kingdom

Overview

Dave has no verified overview

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 are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Dave has no verified topics they care about

Media Appearances

Dave has no verified media appearances

Work History

7-2023
FinCrime Manager - Transaction Monitoring at Equals Money
11-2022 - 8-2023
Fraud Manager at Equals Money
7-2022 - 11-2022
Senior Fraud Officer at Equals Money
12-2021 - 7-2022
Fraud Officer at Equals Money
10-2019 - 12-2021
Onboarding at Equals Money

Education

2005 - 2007
BTEC National Diploma from Llandrillo College, Rhos on Sea
2000 - 2005
GCSE from Ysgol John Bright, Llandudno

More Information

Social Presence :

Prographics :

Exp : 13 Location : United Kingdom Job Level : Middle Designation : FinCrime Manager - Transaction Monitoring at Equals Money
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Insights For Selling To Dave

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

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dave 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 Dave

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Dave move?

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

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

You And Dave

Personality Compatibility


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