Jeff Schalk

Pioneer
DISC Type : DIS

Partner at Fellows Insurance Group

Washington DC-Baltimore Area, United States

Overview

Jeff is the Founding Partner of Fellows Insurance Group and COO at Fellows Financial Group, where he focuses on delivering financial and insurance solutions for business owners. A graduate of Miami University, he is described by peers as knowledgeable, professional, and an out-of-the-box thinker with a focus on customer needs.

Originally from Ohio, Jeff is deeply invested in his local community. He has served as president for two homeowners associations and has dedicated extensive time to youth mentorship through the Boy Scouts of America and by supporting competitive swimming. He and his wife raised their sons in Herndon, Virginia.

Unique fact: He has held leadership roles in his community, serving as the past president of two separate local homeowners associations.

Personality Overview

Friendly But Fast

Decisive But Friendly

Driven But Considerate

If they are convinced, they can become very strong champions for your product  They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

Insurance for Businesses
As a founding partner of an insurance group, he specializes in providing commercial clients with appropriate coverage and tailored solutions to protect their businesses.
Financial Planning
In his role as COO of a financial group, he is passionate about helping people plan for their future and safeguarding their family's assets through careful strategies.
Youth Mentorship
He has devoted significant time to mentoring youth in his area through active, long-term involvement with the Boy Scouts of America.

Media Appearances

Jeff Schalk - Life Planning for Business & Personal Needs. Featured in Fellows Insurance Group

See Now

Work History

3-2019 - 10-2023
Partner at Fellows Insurance Group
1-2017
Chief Operating Officer and Client Services Associate at Fellows Financial Group, LLC.
1-2015 - 10-2016
Senior Client Solutions Executive at AT&T
1-2014 - 12-2014
Sales Account Executive at AT&T
6-2010 - 12-2013
Mobile Applications Consultant at AT&T

Education

1980 - 1983
Bachelor's degree from Miami University
1980 - 1983
BS from Miami University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Washington DC-Baltimore Area, United States Job Level : Leadership Designation : Partner at Fellows Insurance Group
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Showcase existing customers and use case-studies to grab their attention
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Jeff

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They are generally fast movers and can take quick decisions
  • Can Jeff take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Jeff

Personality Compatibility


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