Jason Gillespie

Questioner
DISC Type : c

Major Account Executive--National Accounts at Spectrum Enterprise

Greensboro, North Carolina, United States

Overview

Jason Gillespie is a Major Account Executive at Spectrum Enterprise, leveraging an extensive background in financial services from his time at Merrill Edge, Fidelity, and Wells Fargo. He is a graduate of the UNC Kenan-Flagler Business School and holds a Chartered Retirement Planning Counselor (CRPC) certification.


Jason holds a CRPC certification, a specialized credential in retirement planning, which is unique for a professional in enterprise technology sales.

Personality Overview

Not Easily Convinced

Cautious & Analytical

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Enterprise Technology
Serves as a Major Account Executive for Spectrum Enterprise and has shown interest in companies like Cisco and Hewlett Packard Enterprise.
Financial Solutions
Spent over a decade in the financial sector with roles at Wells Fargo, Fidelity Investments, and Merrill Edge, holding a CRPC certification.
National Accounts
His role focuses on managing and growing relationships with national-level enterprise clients.

Media Appearances

Jason has no verified media appearances

Work History

10-2022
Major Account Executive--National Accounts at Spectrum Enterprise
10-2020 - 10-2022
Enterprise Account Executive at Spectrum Enterprise
10-2014 - 3-2020
Financial Solutions Advisor at Merrill Edge
6-2013 - 10-2014
Investor Center Financial Representative at Fidelity Investments
11-2007 - 6-2013
Regional Banking Private Banker at Wells Fargo

Education

8-1996 - 12-1999
Bachelor's degree from The University of North Carolina at Chapel Hill
1996 - 1999
BS from UNC Kenan-Flagler Business School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greensboro, North Carolina, United States Job Level : N/A Designation : Major Account Executive--National Accounts at Spectrum Enterprise
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason 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 Jason

  • 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 Jason move?

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

  • Can Jason take some risk or not?

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


You And Jason

Personality Compatibility


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