Isaac Vitu

Questioner
DISC Type : c

Financial Representative at Fidelity Investments

Greater Cleveland, United States

Overview

Isaac has no verified overview

Personality Overview

Systematic

Price-Sensitive

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Topics They Care About

Isaac has no verified topics they care about

Media Appearances

Isaac has no verified media appearances

Work History

12-2025
Financial Representative at Fidelity Investments
5-2025
Treasurer at UA Financial Planning Student Association
10-2024 - 5-2025
Member at UA Financial Planning Student Association
6-2024 - 12-2025
Server at TINKERS CREEK ROAD TAVERN LLC
1-2025 - 8-2025
Financial Planning Intern at Symphony Financial Services, Inc.

Education

8-2024 - 5-2026
Bachelor of Business Administration in Financial Planning from The University of Akron
8-2022 - 5-2024
High School Diploma from Cuyahoga Hts High School

More Information

Social Presence :

Prographics :

Exp : 4 Location : Greater Cleveland, United States Job Level : Junior Designation : Financial Representative at Fidelity Investments
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Insights For Selling To Isaac

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Isaac is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Isaac

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Isaac move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Isaac take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Isaac

Personality Compatibility


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