Jeffrey Parkin

Observer
DISC Type : ic

OSJ at Boyce Financial Group

Vancouver, Washington, United States

Overview

Jeffrey has no verified overview

Personality Overview

Assertive

Curious

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

2-2021
OSJ at Boyce Financial Group
12-2019 - 11-2020
Retirement Plan Consultant at Ubiquity Retirement + Savings
6-2013 - 5-2019
Retirement Plan Specialist at Sentry Insurance
1-2013 - 6-2013
Regional Sales Director at MassMutual Financial Group
6-2010 - 1-2013
Regional Sales Director – Government, Healthcare, Education, & Tax-exempt at The Hartford

Education

Education details unavailable from Cabrini University
Education details unavailable from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 32 Location : Vancouver, Washington, United States Job Level : N/A Designation : OSJ at Boyce Financial Group
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Jeffrey

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Jeffrey take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jeffrey

Personality Compatibility


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