Jeffrey Kolhagen

Inspirer
DISC Type : id

Chief Financial Officer at iTHINK Financial

West Palm Beach, Florida, United States

Overview

Jeffrey has no verified overview

Personality Overview

Charming & Persuasive

Fast Adopter

Generous

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

3-2020
Chief Financial Officer at iTHINK Financial
9-2018
Chief Financial Officer at IBMSECU
3-2015
VP Finance at IBMSECU
4-2013
ALM Investment Director at IBMSECU
4-2010 - 4-2013
VP- Loan Reporting Manager at First Southern Bank

Education

2000 - 2005
Bachelor of Science (BS) from Charleston Southern University

More Information

Social Presence :

Prographics :

Exp : 20 Location : West Palm Beach, Florida, United States Job Level : Leadership Designation : Chief Financial Officer at iTHINK Financial
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Acknowledge their status and position during the conversation
  • Refer to testimonials from well known people to highlight the value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Jeffrey

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Jeffrey take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Jeffrey

Personality Compatibility


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