Jason Soloman

Inquirer
DISC Type : cd

Owner at Tactical Investment Advisors, LLC

Huntersville, North Carolina, United States

Overview

Jason has no verified overview

Personality Overview

Judgemental

ROI Conscious

Upfront

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They care equally about the product and its potential impact.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

11-2010
Owner at Tactical Investment Advisors, LLC
9-2010
Owner at Tactical Investment Advisors, LLC
7-2008 - 1-2012
Retail Operations Director at Tactical Wealth Advisors, LLP
4-2007 - 11-2010
Managing Member at Legacy Wealth Management Group, LLC
8-2003 - 4-2007
Field Trainer/Agent at Bankers Life and Casualty

Education

2000 - 2003
BBA from Western Michigan University
1997 - 1999
Education details unavailable from Traverse City Central

More Information

Social Presence :

Prographics :

Exp : 22 Location : Huntersville, North Carolina, United States Job Level : N/A Designation : Owner at Tactical Investment Advisors, LLC
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Get to the point quickly instead of spending too much time on pleasantries
  • Stress on the business value that your product offers

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Jason

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Jason take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Jason

Personality Compatibility


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