Jeff Schneider, CLU

Questioner
DISC Type : c

Retired at Self-employed

Westfield, Indiana, United States

Overview

Jeff has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Price-Sensitive

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

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

12-2024
Retired at Self-employed
10-2004 - 12-2024
Financial Institutions Account Vice President at SWBC
1-1997 - 10-2004
President: Owner Operator at RJK Systems
Medical Sales at Park Davis
Financial Services Consultant at AXA Equitable

Education

1978 - 1982
Bachelor of Business Administration (B.B.A.) from Central Michigan University
1987 - 1992
Chatered Life Underwriter(CLU) from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 29 Location : Westfield, Indiana, United States Job Level : Senior Designation : Retired at Self-employed
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Jeff

  • 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 Jeff move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Jeff take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jeff

Personality Compatibility


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