Jacki Tobar, CESP, CTIP

Questioner
DISC Type : c

Founder & Escrow Officer (Commercial & Residential) at Proven National Title

Wylie, Texas, United States

Overview

Jacki has no verified overview

Personality Overview

Cautious & Analytical

Not Easily Convinced

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Jacki has no verified topics they care about

Media Appearances

Jacki has no verified media appearances

Work History

5-2023
Founder & Escrow Officer (Commercial & Residential) at Proven National Title
11-2021 - 5-2023
COO/Principal & Escrow Officer at Aurum Title, LLC
6-2020 - 10-2021
Escrow Officer / AVP at Alamo Title Company DFW
8-2017 - 4-2020
Commercial Escrow Assistant at Chicago Title
6-2017 - 8-2017
Branch Operations Manager at Stewart Title

Education

1999 - 2003
Education details unavailable from Richardson High School

More Information

Social Presence :

Prographics :

Exp : 8 Location : Wylie, Texas, United States Job Level : Leadership Designation : Founder & Escrow Officer (Commercial & Residential) at Proven National Title
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Insights For Selling To Jacki

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacki 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 Jacki

  • 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 Jacki move?

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

  • Can Jacki take some risk or not?

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


You And Jacki

Personality Compatibility


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