Jeffrey West

Organizer
DISC Type : Sd

Financial Advisor at Cetera Advisor Networks LLC

Mechanicsburg, Pennsylvania, United States

Overview

Jeffrey has no verified overview

Personality Overview

Thoughtfully Quick

Trusting Of Others

Pleasant

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

4-2020
Financial Advisor at Cetera Advisor Networks LLC
10-2012 - 3-2020
Registered Representative at Royal Alliance Associates INC
4-2008 - 10-2012
Registered Representative at Walnut Street Securites
4-2008 - 10-2012
Investment Advisor Representative at PFG Financial Advisors
6-2005
Managing Director at Freedom Financial Wealth Management, Inc

Education

1993 - 1994
Engineering from West Virginia University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Mechanicsburg, Pennsylvania, United States Job Level : Mid-senior Designation : Financial Advisor at Cetera Advisor Networks LLC
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Let them know of potential risks but suggest mitigation methods alongside
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey 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 Jeffrey

  • 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 Jeffrey move?

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

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

You And Jeffrey

Personality Compatibility


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