Jeffrey Zimmer

Visionary
DISC Type : Ds

Business Development Director @ Osaic Financial Institutions at Osaic

Madison, Wisconsin, United States

Overview

Jeffrey has no verified overview

Personality Overview

Objective Evaluator

Goal-Oriented

Big Vision Person

Reading between the lines and seeing beyond your words comes naturally to them.  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

7-2025
Business Development Director @ Osaic Financial Institutions at Osaic
5-2024 - 7-2025
Business Development Director at Ameriprise Financial Services, LLC
5-2024 - 6-2024
Vice President at Ameriprise Financial Services, LLC
1-2020 - 5-2024
Senior Vice President at Bankers'​ Bank
7-2017 - 1-2020
First Vice President at Bankers'​ Bank

Education

1996 - 2000
Education details unavailable from University of Minnesota

More Information

Social Presence :

Prographics :

Exp : N/A Location : Madison, Wisconsin, United States Job Level : N/A Designation : Business Development Director @ Osaic Financial Institutions at Osaic
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building

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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