Jason Willeford

Questioner
DISC Type : c

Member Board of Directors at Watermark Bank

Oklahoma City Metropolitan Area, United States

Overview

Jason has no verified overview

Personality Overview

Not Easily Convinced

Cautious & Analytical

Systematic

They prefer to analyze every situation thoroughly.
  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

9-2023
Member Board of Directors at Watermark Bank
11-2021
President/Chief Executive Officer at Dillingham Insurance
7-2001
Partner at Dillingham Benefits, LLC
7-2001
President at Dillingham Benefits
6-1998 - 7-2001
Sale Representative at Great-West Life

Education

1996 - 1998
Bachelor of Arts (B.A.) from University of Oklahoma
1994 - 1996
Economics from Columbia University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Oklahoma City Metropolitan Area, United States Job Level : Junior Designation : Member Board of Directors at Watermark Bank
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

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?

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


You And Jason

Personality Compatibility


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