Jason Angel

Trailblazer
DISC Type : ID

Wealth Management Lending Officer, Assistant Vice President NMLS 459929 at Bank of America

Beverly Hills, California, United States

Overview

Jason has no verified overview

Personality Overview

Achievement-Oriented

Values Relationships

Assertive

They are more likely to be open to unproven but exciting technologies.  They like to keep things under control. They do not mind taking risks and can make hard decisions, if necessary.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

3-2021
Wealth Management Lending Officer, Assistant Vice President NMLS 459929 at Bank of America
4-2016 - 3-2021
Credit Solutions Advisor, Assistant Vice President NMLS 459929 at Bank of America
10-2014 - 8-2015
Home Mortgage Consultant, NMLS 459929 at Wells Fargo
10-2011 - 10-2014
Private Client Mortgage Banker at JPMorgan Chase
6-2011 - 10-2011
Home Mortgage Consultant at Wells Fargo Home Mortgage

Education

Education details unavailable from Cypress College

More Information

Social Presence :

Prographics :

Exp : 22 Location : Beverly Hills, California, United States Job Level : Senior Designation : Wealth Management Lending Officer, Assistant Vice President NMLS 459929 at Bank of America
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Showcase existing customers and use case-studies to grab their attention
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a friendly approach
  • Do not look like someone who doesn’t know what they are talking about
  • Don’t hesitate from asking them how they truly feel about your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Jason

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Jason move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Jason take some risk or not?

  • They can take risks if necessary.

You And Jason

Personality Compatibility


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