Jack R.

Inquirer
DISC Type : cd

Demand Center Sales Consultant at Cetera Financial Group

New York City Metropolitan Area, United States

Overview

Jack has no verified overview

Personality Overview

Judgemental

ROI Conscious

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Jack has no verified topics they care about

Media Appearances

Jack has no verified media appearances

Work History

5-2024
Demand Center Sales Consultant at Cetera Financial Group
9-2021
Sr Business Development Specialist at Cetera Financial Group
6-2008 - 9-2021
Non-Profit Consultant at JDR Associates
11-2013 - 5-2020
Chief Development Officer at Surprise Lake Camp
4-2004 - 2-2008
Northeast Regional Director at The Jewish Federations of North America

Education

BS from Columbia University
Education details unavailable from Hill Street School of Insurance

More Information

Social Presence :

Prographics :

Exp : 22 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Demand Center Sales Consultant at Cetera Financial Group
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Insights For Selling To Jack

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Highlight the competitive differentiation of your product
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jack is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jack

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jack move?

  • Their decision making speed is somewhere in the middle.
  • Can Jack take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jack

Personality Compatibility


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