Jason Davis

Energizer
DISC Type : I

Division Lead at CastleWise Insurance Group

Jacksonville, Florida, United States

Overview

Jason Davis is a results-driven compliance leader with over 22 years of experience in operational management, quality assurance, and audit. As Division Lead at CastleWise, he spearheads meticulous policy and process development. People who have worked with him describe him as a hands-on and excellent leader.

He partnered with CastleWise Insurance Group to launch "licensing as a service, " a key initiative for the company.

Personality Overview

Informal

Enthusiastic

Imaginative

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are friendly, approachable and love to make new connections. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Agency Licensing
He recently launched "licensing as a service" at CastleWise Insurance Group to handle collection agency licensing for clients.
Strategic Compliance
With over two decades of experience as a Chief Compliance Officer, he has built and managed compliance frameworks at multiple firms in the industry.
Leadership Philosophy
Operates with a "follow up, follow through" mentality and is described by colleagues as a hands-on leader who is instrumental in team member growth.

Media Appearances

Jason has no verified media appearances

Work History

4-2024
Division Lead at CastleWise Insurance Group
3-2024 - 6-2024
Compliance at Radius Global Solutions LLC
11-2021 - 6-2024
Chief Compliance Officer at Frontline Asset Strategies
1-2015 - 9-2021
Chief Compliance Officer at ERC (Enhanced Resource Centers)
1-2014 - 1-2015
VP of Compliance at ERC (Enhanced Resource Centers)

Education

Education details unavailable from Colerain High School

More Information

Social Presence :

Prographics :

Exp : 13 Location : Jacksonville, Florida, United States Job Level : Mid-senior Designation : Division Lead at CastleWise Insurance Group
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Do some small talk, ask them how things are going on their side
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jason

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jason take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jason

Personality Compatibility


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