Jan Ross

Energizer
DISC Type : I

AVP Policies & Procedures at Planet Home Lending, LLC

Irving, Texas, United States

Overview

Jan has no verified overview

Personality Overview

Full Of Energy

Informal

Enthusiastic

They are people oriented, friendly and like creating new connections.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Jan has no verified topics they care about

Media Appearances

Jan has no verified media appearances

Work History

6-2022
AVP Policies & Procedures at Planet Home Lending, LLC
1-2018
Compliance Advisory Officer - Training and Documentation at Texas Capital Bank at Texas Capital Bank
4-2012 - 1-2018
AVP, Documentation Manager at Texas Capital Bank
12-2001 - 3-2012
Documentation Specialist at Texas Capital Bank
8-1998 - 11-2001
Procedure Writer at Documentation Support Services

Education

Education details unavailable from Robert Morris University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Irving, Texas, United States Job Level : Junior Designation : AVP Policies & Procedures at Planet Home Lending, LLC
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Insights For Selling To Jan

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jan is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jan

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jan move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jan take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Jan

Personality Compatibility


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