Loy Adkins

Initiator
DISC Type : Di

Financial Advisor at Edward Jones

Raleigh, North Carolina, United States

Overview

Loy Adkins is a Financial Advisor at Edward Jones, applying over a decade of experience in talent acquisition from roles at Trane Technologies and IQVIA. A graduate of Gardner-Webb University, he focuses on helping families in his community work toward their long-term financial goals.

Outside of work, Loy is married with three children and is an active member of his church. He is passionate about youth empowerment, having founded a club focused on financial literacy and career readiness for teenagers. In his personal time, he enjoys playing golf.

He founded the Teen Legacy Club to provide teens with crucial life skills, career guidance, and financial education.

Personality Overview

Conviction Driven

Risk-Accepting

Impact-Oriented

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Financial Literacy
His work as a financial advisor and his founding of the Teen Legacy Club show a deep commitment to teaching financial concepts, especially to young people.
Community Empowerment
He expresses a strong desire to make a difference in his community, which is demonstrated through his work and personal initiative, the Teen Legacy Club.
Talent Development
He has over a decade of experience in talent acquisition and recruiting for major companies like Trane Technologies and IQVIA, focusing on career progression.

Media Appearances

Loy Adkins, Financial Advisor | Edward Jones. Featured in Edward Jones

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Edward Jones - Financial Advisor: Loy Adkins | Raleigh NC. Featured in Facebook

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Work History

7-2024
Financial Advisor at Edward Jones
2-2024 - 6-2024
Training at Edward Jones
9-2023 - 1-2024
Talent Acquisition Partner at Trane Technologies
12-2021 - 8-2023
Talent Acquisition Manager at IQVIA
12-2020 - 12-2021
Senior Recruiter at IQVIA

Education

2006 - 2008
Bachelor of Arts (B.A.) from Gardner-Webb University
2003 - 2005
Associate of Arts (A.A.) from Gaston College

More Information

Social Presence :

Prographics :

Exp : 7 Location : Raleigh, North Carolina, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
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Insights For Selling To Loy

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Focus on the big picture and the strategic value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Loy is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Loy

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Loy move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Loy take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Loy

Personality Compatibility


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