Jason Hoffman

Examiner
DISC Type : cs

SVP, Head of Wealth Marketing at Envestnet, Inc

Greater Philadelphia, United States

Overview

Jason has no verified overview

Personality Overview

Tough To Convince

Overcautious

Late Adopter

They tend to be clear about their needs and limitations and are unlikely to promise too much.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

10-2018
SVP, Head of Wealth Marketing at Envestnet, Inc
2-2011 - 10-2018
Senior Marketing Manager at Lincoln Financial Group
3-2011
Product and Channel Marketing Manager at ING
Senior Marketing Communications Specialist at ING
Marketing Communications Specialist at ING

Education

1994 - 1999
Public Relations from Millersville University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Philadelphia, United States Job Level : Leadership Designation : SVP, Head of Wealth Marketing at Envestnet, Inc
URL has been copied!

Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jason

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jason take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jason

Personality Compatibility


Other Envestnet, Inc Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.