Jim Roessner

Enigma
DISC Type : cid

Operations Director at Kingstowne Advisors

Vienna, Virginia, United States

Overview

Jim has no verified overview

Personality Overview

Hard To Convince

Persuasive & Assertive

Challenger

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Jim has no verified topics they care about

Media Appearances

Jim has no verified media appearances

Work History

11-2019
Operations Director at Kingstowne Advisors
11-2019
Regional Marketing & Operations Director at Shirley Luu & Associates
10-2019
Financial Professional at First Financial Security
10-2013
Aflac Broker at Aflac
10-2016 - 10-2019
Agent at MassMutual Capitol District

Education

2011 - 2015
Bachelor of Business Administration (B.B.A.) from Marymount University
2009 - 2011
Education details unavailable from Neshaminy High School

More Information

Social Presence :

Prographics :

Exp : 12 Location : Vienna, Virginia, United States Job Level : Mid-senior Designation : Operations Director at Kingstowne Advisors
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Build rapport slwly without rushing, it will come handy to handle hard questions later
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Avoid making offhand commitments, understand the root of their concerns first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Jim

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Jim take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Jim

Personality Compatibility


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