Jose Lara

Questioner
DISC Type : c

President at SchoolsFirst Federal Credit Union

Santa Ana, California, United States

Overview

Jose has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Price-Sensitive

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Jose has no verified topics they care about

Media Appearances

Jose has no verified media appearances

Work History

3-2022
President at SchoolsFirst Federal Credit Union
8-2013
Executive Vice President at SchoolsFirst Federal Credit Union
Senior Vice President at SchoolsFirst Federal Credit Union
9-2004 - 8-2013
Senior Vice President of Automation at SchoolsFirst FCU
Vice President Automated Services at Wescom Credit Union

Education

Bachelor of Arts from Cal State Fullerton, College of Business and Economics

More Information

Social Presence :

Prographics :

Exp : 21 Location : Santa Ana, California, United States Job Level : Leadership Designation : President at SchoolsFirst Federal Credit Union
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Insights For Selling To Jose

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
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jose is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Jose

  • 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 Jose move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Jose take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jose

Personality Compatibility


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