Jarod Ortiz

Organizer
DISC Type : Sd

Chief of Staff to the CEO | Sr. Account Exec. at Directed IRA | Directed Trust Company

Mesa, Arizona, United States

Overview

Jarod has no verified overview

Personality Overview

Somewhat Formal

Strong-minded

Pleasant

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Jarod has no verified topics they care about

Media Appearances

Jarod has no verified media appearances

Work History

1-2024
Chief of Staff to the CEO | Sr. Account Exec. at Directed IRA | Directed Trust Company
6-2023 - 1-2024
Senior Account Executive at Directed IRA | Directed Trust Company
1-2023 - 6-2023
Onboarding & Transfers, Team Lead at Directed IRA | Directed Trust Company
1-2020 - 6-2022
Manager at The Buffalo Spot
3-2021 - 8-2021
Program Assistant at AmeriCorps

Education

Bachelor of Science Personal and Family Financial Planning from University of Arizona

More Information

Social Presence :

Prographics :

Exp : 4 Location : Mesa, Arizona, United States Job Level : Leadership Designation : Chief of Staff to the CEO | Sr. Account Exec. at Directed IRA | Directed Trust Company
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Insights For Selling To Jarod

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jarod is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jarod

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jarod move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jarod take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jarod

Personality Compatibility


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