Derrek Mason

Wildcard
DISC Type : sci

Relationship Manager at JPMorganChase

Roseville, California, United States

Overview

Derrek has no verified overview

Personality Overview

Friendly But Slow

ROI Driven

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  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

Topics They Care About

Derrek has no verified topics they care about

Media Appearances

Derrek has no verified media appearances

Work History

8-2024
Relationship Manager at JPMorganChase
5-2014 - 7-2024
Relationship Manager at John Hancock Financial Services
7-2013 - 5-2014
Pension Sales Consultant at Polycomp Administrative Services, Inc.
5-2012 - 5-2013
Broker at Carty & Company, Inc.
7-2009 - 12-2010
Plan Analyst at Acuff & Associates

Education

1988 - 1993
Accounting from University of San Diego
1984 - 1988
Education details unavailable from Archbishop Mitty High School

More Information

Social Presence :

Prographics :

Exp : 15 Location : Roseville, California, United States Job Level : Middle Designation : Relationship Manager at JPMorganChase
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Insights For Selling To Derrek

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Ask them questions to understand their needs better while staying affable

DONT's

  • 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
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Derrek is

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

  • 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 Derrek move?

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

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

You And Derrek

Personality Compatibility


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