Joseph "Boone" Moore

Questioner
DISC Type : c

Marketing Representative at Transamerica Retirement Services

Fort Myers, Florida, United States

Overview

Joseph has no verified overview

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

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

Topics They Care About

Joseph has no verified topics they care about

Media Appearances

Joseph has no verified media appearances

Work History

5-2019
Marketing Representative at Transamerica Retirement Services
12-2015
Senior Marketing Director at World Financial Group (WFG)
11-2015
Registered Representative at Transamerica Financial Advisors, Inc.
1-2015 - 1-2016
Financial Representative at Modern Woodmen of America
1-2014 - 12-2014
Financial Professional at Questar Capital

Education

1983 - 1985
BSBA from University of Central Florida - College of Business Administration
1980 - 1983
AA from University of Florida

More Information

Social Presence :

Prographics :

Exp : 11 Location : Fort Myers, Florida, United States Job Level : Junior Designation : Marketing Representative at Transamerica Retirement Services
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Insights For Selling To Joseph "Boone"

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • 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 Joseph "Boone" 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 Joseph "Boone"

  • 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 Joseph "Boone" move?

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

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


You And Joseph "Boone"

Personality Compatibility


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