Jay Hanagan

Galvanizer
DISC Type : Id

Vice President Wealth Planner at Fidelity Investments

Greater St. Louis, United States

Overview

Jay has no verified overview

Personality Overview

Self-Assured

Pragmatic

People-Oriented

They prefer to ensure that they are in control of the situation.  A combination of speed and relationship gets the best response from them. They will bat for you if they come to believe in you.

Topics They Care About

Jay has no verified topics they care about

Media Appearances

Jay has no verified media appearances

Work History

11-2021
Vice President Wealth Planner at Fidelity Investments
10-2019 - 10-2021
Financial Consultant at Fidelity Investments
10-2018
Co-Owner and Operator at Beaver Brothers Tree Service LLC.
2-2019 - 7-2019
SVP Brokerage Sales Manager at Commerce Bank
12-2014 - 4-2018
Regional Manager at Scottrade

Education

1999 - 2001
General MBA Studies from Southern New Hampshire University
1995 - 1998
Bachelor's degree from Wayland Baptist University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater St. Louis, United States Job Level : Senior Designation : Vice President Wealth Planner at Fidelity Investments
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Insights For Selling To Jay

During A Call Or A Meeting

DO's

  • Focus on building a relationship, it can play a key role in their decision making
  • Talk about other customers and how they have derived value from your product
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t rely too much on what they promise, make your own deductions
  • Don’t make promises that are hard to keep
  • Do not look like someone who doesn’t know what they are talking about

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jay is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Jay

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Jay move?

  • They can make decisions quickly if they develop trust in you and conviction in the product.
  • Can Jay take some risk or not?

  • If necessary, they will be ready to take risks.

You And Jay

Personality Compatibility


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