Jeff Wilmoth

Captain
DISC Type : DS

Branch Manager at Barrett Financial Group LLC

Senoia, Georgia, United States

Overview

Jeff has no verified overview

Personality Overview

Long-Term Thinker

Planner & Achiever

Decisive But Calm

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

10-2022
Branch Manager at Barrett Financial Group LLC
1-2009 - 10-2022
Branch Manager at HomeStar Financial Corporation
1-2009 - 10-2022
Branch Manager at HomeStar Financial Corporation
2002 - 2008
Loan Officer at Home America Mortgage

Education

Marketing/Finance from Clayton State University
Education details unavailable from Sam Houston State University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Senoia, Georgia, United States Job Level : Middle Designation : Branch Manager at Barrett Financial Group LLC
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jeff

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jeff take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jeff

Personality Compatibility


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