Frank Tam

Researcher
DISC Type : Cs

Sales Manager at Wells Fargo Home Mortage

San Mateo, California, United States

Overview

Frank has no verified overview

Personality Overview

Detail Oriented

Cost Conscious

Self-Disciplined

They are always well-planned and adopt a systematic approach.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

Frank has no verified topics they care about

Media Appearances

Frank has no verified media appearances

Work History

7-2022
Sales Manager at Wells Fargo Home Mortage
4-2017 - 6-2022
Vice President ; Retail Sales Manager at Bank of America
5-2015 - 3-2017
Home Mortgage Consultant at Wells Fargo Home Mortgage
1-2014 - 4-2015
Realtor at Coldwell Banker Residential Brokerage
1-2013 - 12-2014
Assistant Vice President ; Mortgage Loan Officer at Bank of America

Education

2003 - 2006
Bachelor's degree from UC San Diego

More Information

Social Presence :

Prographics :

Exp : 17 Location : San Mateo, California, United States Job Level : Middle Designation : Sales Manager at Wells Fargo Home Mortage
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Insights For Selling To Frank

During A Call Or A Meeting

DO's

  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Frank is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Frank

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Frank move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Frank take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Frank

Personality Compatibility


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