Jason Steele

Inquirer
DISC Type : cd

President at Weston Banks Wealth Partners

Raleigh, North Carolina, United States

Overview

Jason has no verified overview

Personality Overview

Demanding

Upfront

Hard To Convince

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

11-2010
President at Weston Banks Wealth Partners
3-1996 - 11-2010
First Vice President at Morgan Keegan & Company

Education

1989 - 1994
Business Management from North Carolina State University

More Information

Social Presence :

Prographics :

Exp : 30 Location : Raleigh, North Carolina, United States Job Level : N/A Designation : President at Weston Banks Wealth Partners
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Stress on the business value that your product offers
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Refrain from asking too many questions
  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time

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?

  • Their decision making speed is somewhere in the middle.
  • 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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