Jackie Westover

Enthusiast
DISC Type : i

Mortgage Loan Officer, NMLS #615229 at Umpqua Bank

Bend, Oregon, United States

Overview

Jackie has no verified overview

Personality Overview

Optimistic

Story Driven

Amiable & Agreeable

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Jackie has no verified topics they care about

Media Appearances

Jackie has no verified media appearances

Work History

3-2013
Mortgage Loan Officer, NMLS #615229 at Umpqua Bank
3-2013
Mortgage Loan & Construction Loan Specialist, NMLS #615229 at Columbia Bank Home Lending (Umpqua Bank)
3-2008 - 3-2013
Vice President/Sr Office Manager at Home Federal Bank
5-1985 - 1-2008
Vice President/Financial Center Manager at Washington Mutual

Education

Jackie has no verified education history

More Information

Social Presence :

Prographics :

Exp : 40 Location : Bend, Oregon, United States Job Level : Junior Designation : Mortgage Loan Officer, NMLS #615229 at Umpqua Bank
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Insights For Selling To Jackie

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Compliment them about their personality if you get a chance
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jackie is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Jackie

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Jackie move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Jackie take some risk or not?

  • They can take some low-probability risks if needed.

You And Jackie

Personality Compatibility


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