Jose Martin

Questioner
DISC Type : c

President & Founder at LifeCraft Wealth Management

Fort Lauderdale, Florida, United States

Overview

Jose has no verified overview

Personality Overview

Not Easily Convinced

Value Seeker

Cautious & Analytical

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Topics They Care About

Jose has no verified topics they care about

Media Appearances

Jose has no verified media appearances

Work History

7-2013
President & Founder at LifeCraft Wealth Management
1-2010 - 7-2013
Financial Advisor at LifeCraft Wealth Management, an office of MetLife
1-2006 - 12-2009
Financial Planner at Gerstman & Martin, an office of MetLife
1-2003 - 12-2005
Financial Planner at Gerstman & Martin - Mass Mutual Financial Group
Vice President at BAE Slays, LLC

Education

1990 - 1993
Bachelor of Fine Arts from New York University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Fort Lauderdale, Florida, United States Job Level : Leadership Designation : President & Founder at LifeCraft Wealth Management
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Insights For Selling To Jose

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • 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 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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