Julian Saltzman

Inquirer
DISC Type : cd

Financial Advisor at UBS

Charlotte, North Carolina, United States

Overview

Julian has no verified overview

Personality Overview

Judgemental

Hard To Convince

ROI Conscious

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Topics They Care About

Julian has no verified topics they care about

Media Appearances

Julian has no verified media appearances

Work History

1-2026
Financial Advisor at UBS
1-2025 - 1-2026
Financial Advisor Trainee at UBS Global Wealth Management
5-2023 - 6-2024
MedTech SMB Sales Intern at Medidata Solutions
5-2022 - 8-2022
Clientele Executive Intern at Medidata Solutions
6-2019 - 8-2019
Clerk at Town of Hempstead Government

Education

8-2020 - 5-2024
Undergraduate from University of South Carolina

More Information

Social Presence :

Prographics :

Exp : 2 Location : Charlotte, North Carolina, United States Job Level : N/A Designation : Financial Advisor at UBS
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Insights For Selling To Julian

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Highlight the competitive differentiation of your product

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julian is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Julian

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Julian move?

  • Their decision making speed is somewhere in the middle.
  • Can Julian take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Julian

Personality Compatibility


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