Jeffrey Wasserman

Collaborator
DISC Type : is

Executive Vice President at Oswald Companies

Cleveland, Ohio, United States

Overview

Jeffrey Wasserman is the Executive Vice President of Oswald Companies, where he brings over 30 years of experience in financial services. He specializes in life insurance, estate planning, and business succession. He holds a Bachelor of Business Administration from Kent State University and a FINRA Series 6 certification.

Jeffrey is deeply involved in the Cleveland community as a graduate of the Leadership Cleveland Class of 2014. He has served on the boards of several organizations, including the Jewish Federation of Cleveland, University Hospitals, and Bellefaire JCB, demonstrating a strong commitment to local philanthropy.

He focuses on creating wealth solutions for families by utilizing advanced strategies like premium financing.

Personality Overview

Good Listener

Consensus Builder

Fair-minded

Scenarios where both sides can come out as winners appeal to them greatly.  They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Legacy Preservation
His work is centered on helping clients protect their assets and preserve their legacy for future generations through strategic estate planning.
Business Succession
He has decades of experience advising business owners on effective succession planning strategies to ensure a smooth transition.
Premium Financing
He leverages premium financing as a key tool in creating sophisticated wealth and life insurance solutions for high-net-worth families.

Media Appearances

Jeffrey has no verified media appearances

Work History

10-2003
Executive Vice President at Oswald Companies
12-1984 - 8-2003
Elite Agency Producer at Capital Planners (Guardian Life Insurance Agency)

Education

8-1980 - 5-1984
Bachelor of Business Administration - BBA from Kent State University

More Information

Social Presence :

Prographics :

Exp : 40 Location : Cleveland, Ohio, United States Job Level : Leadership Designation : Executive Vice President at Oswald Companies
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t sound very transactional
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t ask too many questions that sound too dry and objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Jeffrey

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Jeffrey take some risk or not?

  • They are unlikely to take many risks.

You And Jeffrey

Personality Compatibility


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