Kevin Wessels

Critic
DISC Type : C

Financial Advisor at Mutual of Omaha

Houston, Texas, United States

Overview

Kevin has no verified overview

Personality Overview

Objective Thinker

Precise

Information Seeker

They are quite likely to negotiate on pricing or other key terms.  They enjoy working alone and do not rely on others very often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Kevin has no verified topics they care about

Media Appearances

Kevin has no verified media appearances

Work History

5-2025
Financial Advisor at Mutual of Omaha
1-2020 - 4-2025
Founder & Chief Growth Officer at RevSherpas LLC
11-2017 - 4-2020
Sales Process Improvement Consultant at Fiserv
1-2014 - 11-2017
Global CRM Program Manager at MFS Investment Management
9-2010 - 12-2013
CRM Sales Solutions Consultant at Customer Effective

Education

Bachelor of Arts (B.A.) from Vanderbilt University
Master of Business Administration (MBA) from Saint Joseph's University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Houston, Texas, United States Job Level : N/A Designation : Financial Advisor at Mutual of Omaha
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Do not use very emotional or colorful language
  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Kevin

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Kevin take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Kevin

Personality Compatibility


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