Jason Smith

Questioner
DISC Type : c

Mortgage Origination Manager-NMLS #299003 at TDECU

Houston, Texas, United States

Overview

Jason has no verified overview

Personality Overview

Not Easily Convinced

Value Seeker

Price-Sensitive

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. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

5-2019
Mortgage Origination Manager-NMLS #299003 at TDECU
9-2017 - 5-2019
Home Mortgage Champion-NMLS #299003 at TDECU
10-2014 - 9-2017
Retail Sales Supervisor-NMLS #299003 at Wells Fargo Home Mortgage
7-2014 - 10-2014
RMLO at Hamilton Group Funding, Inc.
10-2007 - 7-2014
VP Marketing at Gulf States Mortgage

Education

1988 - 1992
Bachelor of Science (BS) from Minnesota State University, Mankato

More Information

Social Presence :

Prographics :

Exp : 22 Location : Houston, Texas, United States Job Level : N/A Designation : Mortgage Origination Manager-NMLS #299003 at TDECU
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • 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

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for 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?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jason take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jason

Personality Compatibility


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