Joseph M. Mersol, MSFS, CLU®, ChFC®, CAP® ,AEP®,RICP®, ChSNC®, WMCP® in

Joseph M. Mersol, MSFS, CLU®, ChFC®, CAP® ,AEP®,RICP®, ChSNC®, WMCP®

Inquirer · DISC type cd
VP at Mersol Financial Solutions, LLC
📍 Youngstown, Ohio, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
42 Years
Current Role
VP
Job Level
Senior
Location
Youngstown, Ohio, United States
Personality Overview

How Joseph shows up

ROI Conscious
Demanding
Hard To Convince

They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Joseph cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

2004
VP
Mersol Financial Solutions, LLC
2006
Financial Adviser
Eagle Strategies, LLC
4-1994
Financial Services Professional
NYLIFE Securities LLC
4-1994
Agent
New York Life Insurance Company
3-1983 - 3-2003
US Army
Armed Forces
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1980 - 1983
BSBA 1980-1983
John Carroll University
Masters
The American College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Joseph. Free, 10 seconds.