Joel Wood

Energizer
DISC Type : I

Director of Legacy Development at Trustee Services Group

Colorado Springs, Colorado, United States

Overview

Joel has no verified overview

Personality Overview

Believer

Informal

Full Of Energy

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are people oriented, friendly and like creating new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Joel has no verified topics they care about

Media Appearances

Joel has no verified media appearances

Work History

11-2025 - 12-2025
Director of Legacy Development at Trustee Services Group
5-2023 - 10-2025
Sales Business Development Manager at Lighthouse Roofing & Exteriors
1-2024 - 10-2024
Vice President of Business Development, and Sales at Paradise Jets
2-2020 - 2-2024
Finance Manager, Business Development at Front Range Home Lending
6-2017 - 9-2017
Client Relationship Manager Team Lead at Fidelity Investments

Education

2002 - 2006
Bachelor of Arts (BA) from University of Colorado Colorado Springs

More Information

Social Presence :

Prographics :

Exp : 8 Location : Colorado Springs, Colorado, United States Job Level : N/A Designation : Director of Legacy Development at Trustee Services Group
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Insights For Selling To Joel

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joel is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Joel

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Joel move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Joel take some risk or not?

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

You And Joel

Personality Compatibility


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