Juan Ortega

Questioner
DISC Type : c

Corporate Associate Broker at Marsh

DeSoto, Texas, United States

Overview

Juan has no verified overview

Personality Overview

Not Easily Convinced

Cautious & Analytical

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  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.

Topics They Care About

Juan has no verified topics they care about

Media Appearances

Juan has no verified media appearances

Work History

7-2025
Corporate Associate Broker at Marsh
4-2022
Salesperson at Luxottica
4-2016 - 4-2022
Store Manager at Luxottica
8-2024 - 10-2024
SWA Campus Ambassador at Southwest Airlines
5-2024 - 8-2024
Leadership & Employee Development Intern at Southwest Airlines

Education

5-2023 - 5-2025
Bachelor of Arts - BA from Southern Methodist University
2022 - 2023
Education details unavailable from Baylor University

More Information

Social Presence :

Prographics :

Exp : 11 Location : DeSoto, Texas, United States Job Level : N/A Designation : Corporate Associate Broker at Marsh
URL has been copied!

Insights For Selling To Juan

During A Call Or A Meeting

DO's

  • 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
  • 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 overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juan 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 Juan

  • 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 Juan move?

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

  • Can Juan take some risk or not?

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

You And Juan

Personality Compatibility


Other Marsh Employees

Explore more public profiles from related professionals at the same organization.

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.