Jeremy Netka

Energizer
DISC Type : I

Director of Client Service at Marks Group Wealth Management

Minneapolis, Minnesota, United States

Overview

Jeremy has no verified overview

Personality Overview

Enthusiastic

Imaginative

Informal

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are friendly, approachable and love to make new connections. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Jeremy has no verified topics they care about

Media Appearances

Jeremy has no verified media appearances

Work History

11-2021
Director of Client Service at Marks Group Wealth Management
12-2017 - 11-2021
Onboarding Specialist at Marks Group Wealth Management
8-2016 - 11-2017
Licensed Personal Banker 2 at Wells Fargo
7-2015 - 8-2016
Personal Banker 2 at Wells Fargo
8-2013 - 6-2015
Personal Banker at Wells Fargo

Education

2007 - 2012
Bachelor of Business Administration (BBA) from University of Minnesota Duluth

More Information

Social Presence :

Prographics :

Exp : 15 Location : Minneapolis, Minnesota, United States Job Level : Mid-senior Designation : Director of Client Service at Marks Group Wealth Management
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Insights For Selling To Jeremy

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Share some stories about how you you have helped people in similar positions succeed
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Avoid cutting into their flow
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeremy is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jeremy

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jeremy move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jeremy take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jeremy

Personality Compatibility


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