Jared Feldman

Questioner
DISC Type : c

Senior Vice President of Operations at iTrustCapital

Los Angeles, California, United States

Overview

Jared has no verified overview

Personality Overview

Systematic

Price-Sensitive

Value Seeker

They are more likely than others to negotiate on pricing and terms.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Jared has no verified topics they care about

Media Appearances

Jared has no verified media appearances

Work History

4-2024
Senior Vice President of Operations at iTrustCapital
1-2021 - 3-2024
Vice President of Client Experience at iTrustCapital
1-2019 - 3-2020
Wealth Management Associate at Barnum Financial Group
2-2018 - 10-2018
Relationship Manager at Lenox Advisors
10-2015 - 2-2018
Associate Wealth Management Advisor at Northwestern Mutual

Education

2008 - 2011
Industrial and Labor Relations from Cornell University
2003 - 2007
Education details unavailable from The Bronx High School of Science

More Information

Social Presence :

Prographics :

Exp : 12 Location : Los Angeles, California, United States Job Level : Leadership Designation : Senior Vice President of Operations at iTrustCapital
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Insights For Selling To Jared

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • 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 Jared 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 Jared

  • 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 Jared move?

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

  • Can Jared take some risk or not?

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


You And Jared

Personality Compatibility


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