John Overton

Questioner
DISC Type : c

VP New Client Development at Wealth Enhancement Group

Atlanta, Georgia, United States

Overview

John has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

John has no verified topics they care about

Media Appearances

John has no verified media appearances

Work History

8-2024
VP New Client Development at Wealth Enhancement Group
2-2023 - 8-2024
Sr. Director, Wealth Advisory at Empower
11-2021 - 2-2023
Director, Client Success at Personal Capital
10-2021 - 11-2021
SVP | Team Leader (Client Success) at Personal Capital
1-2018 - 10-2021
SVP | Team Leader (Sales) at Personal Capital

Education

2007 - 2011
Bachelor of Business Administration (BBA) from University of North Georgia

More Information

Social Presence :

Prographics :

Exp : 12 Location : Atlanta, Georgia, United States Job Level : Senior Designation : VP New Client Development at Wealth Enhancement Group
URL has been copied!

Insights For Selling To John

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from John

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will John move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can John take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And John

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.