David Acosta

Observer
DISC Type : ic

Mortgage Loan Officer at Navy Federal Credit Union

Richmond, Virginia, United States

Overview

David has no verified overview

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

6-2023
Mortgage Loan Officer at Navy Federal Credit Union
8-2017 - 6-2023
Senior Member Service Representative at Navy Federal Credit Union
2-2016 - 6-2023
Sales Agent at First Street for Boomers and Beyond
9-2016 - 8-2022
Remediation Specialist at Citizens Bank
3-2009 - 1-2016
Loan Processing Specialist at Virginia Credit Union

Education

1998 - 2003
Bachelor of Arts (BA) from SUNY Geneseo

More Information

Social Presence :

Prographics :

Exp : 18 Location : Richmond, Virginia, United States Job Level : N/A Designation : Mortgage Loan Officer at Navy Federal Credit Union

Interested in

Sports

Basketball

Entertainment

College Radio

URL has been copied!

Insights For Selling To David

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Ask them questions to understand their needs better while staying affable
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from David

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can David take some risk or not?

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

You And David

Personality Compatibility


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