Helen Sheppard

Examiner
DISC Type : cs

VP of Mortgage Lending at Guaranteed Rate

Morganton, North Carolina, United States

Overview

Helen has no verified overview

Personality Overview

Status Quo Seeker

Overcautious

Process Oriented

They are thorough and always follow 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

Helen has no verified topics they care about

Media Appearances

Helen has no verified media appearances

Work History

1-2018
VP of Mortgage Lending at Guaranteed Rate
1-1997 - 1-2018
home mortgage consultant/sales manager NMLSR#448026 at wells fargo home mortgage

Education

1978 - 1982
Education details unavailable from University of GA
Master's degree from Georgia State University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Morganton, North Carolina, United States Job Level : Senior Designation : VP of Mortgage Lending at Guaranteed Rate
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Insights For Selling To Helen

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • 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 Helen is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Helen

  • 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 Helen move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Helen take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Helen

Personality Compatibility


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