Jaime Agostino, CTSM, CUDE

Questioner
DISC Type : c

VP - Sales, Marketing and Education at Vizo Financial Corporate CU

Middletown, Pennsylvania, United States

Overview

Jaime has no verified overview

Personality Overview

Price-Sensitive

Cautious & Analytical

Value Seeker

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. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Jaime has no verified topics they care about

Media Appearances

Jaime has no verified media appearances

Work History

6-2023
VP - Sales, Marketing and Education at Vizo Financial Corporate CU
1-2020 - 6-2023
Director of Marketing and Business Development at Vizo Financial Corporate CU
10-2016 - 1-2020
Director of Marketing at Vizo Financial Corporate CU
1-2014 - 1-2020
Director of Marketing at MY CU Services
7-2014 - 10-2016
Marketing Director at Mid-Atlantic Corporate Federal Credit Union

Education

1-2022 - 5-2026
Master of Business Administration - MBA from Messiah University
1995 - 1999
Bachelor of Science (BS) from Penn State University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Middletown, Pennsylvania, United States Job Level : Senior Designation : VP - Sales, Marketing and Education at Vizo Financial Corporate CU
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Insights For Selling To Jaime

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • 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 Jaime is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jaime

  • 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 Jaime move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jaime take some risk or not?

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


You And Jaime

Personality Compatibility


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