Jeremy M. Robson

Examiner
DISC Type : cs

President, AIC/AAS and SVP, Ameritas Life Insurance Corp. at Ameritas

Omaha, Nebraska, United States

Overview

Jeremy has no verified overview

Personality Overview

Unexpressive

Late Adopter

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

Jeremy has no verified topics they care about

Media Appearances

Jeremy has no verified media appearances

Work History

1-2025
President, AIC/AAS and SVP, Ameritas Life Insurance Corp. at Ameritas
7-2022 - 1-2025
Vice President - Head of Advisory at Ameritas
6-2021 - 7-2022
2VP - Head of Advisory at Ameritas
4-2021 - 6-2021
VP - Wealth Management Sales at Advisor Group
2-2019 - 4-2021
Vice President - Advisory Services at Securities America Inc.

Education

1995 - 2000
BS from University of Nebraska-Lincoln
2012 - 2013
Certificate in Financial Planning Program from Kaplan University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Omaha, Nebraska, United States Job Level : Leadership Designation : President, AIC/AAS and SVP, Ameritas Life Insurance Corp. at Ameritas
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Insights For Selling To Jeremy M.

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeremy M. is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jeremy M.

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jeremy M. move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jeremy M. take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jeremy M.

Personality Compatibility


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