Mark Milton

Energizer
DISC Type : I

Director, Institutional Services at Argent Financial Group, Inc.

New Orleans, Louisiana, United States

Overview

Mark Milton leads Institutional Services at Argent Financial Group, where he is President of both the Retirement Plan Advisors and the Funeral and Cemetery Services divisions. His extensive career includes a long tenure at Regions Bank, and he holds degrees from Southern Methodist University and Mississippi College.

Outside of work, Mark is an avid outdoorsman who enjoys golf and bird hunting. He is deeply involved in his community, serving on the boards for the New Orleans Wine and Food Experience and the Lake Pontchartrain Basin Maritime Museum, and has been active with the Boy Scouts and Rotary International.

He has deep, specialized expertise in the niche financial sector of funeral trust services, having previously managed a "DeathCare Lending" division at a prior firm.

Personality Overview

Informal

Big Picture Person

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Funeral Trust Services
A core area of his expertise, he leads Argent's Funeral and Cemetery Services Group and previously ran a "DeathCare Lending" division at Live Oak Bank.
Retirement Consulting
As President of Argent Retirement Plan Advisors, he is directly responsible for the firm's fiduciary and investment advisory services for employer-sponsored retirement plans.
Institutional Investing
His career centers on institutional finance. At a previous role with Regions Bank, he was responsible for overseeing $38 billion in institutional trust assets across 8, 000 client relationships.

Media Appearances

Mark has no verified media appearances

Work History

4-2018
Director, Institutional Services at Argent Financial Group, Inc.
6-2016 - 4-2018
Regional Managing Director at IBERIABANK
1-2015 - 5-2016
General Manager - DeathCare Lending at Live Oak Bank
11-1997 - 1-2015
Executive Vice President; Director Institutional Services at Regions Bank
5-1994 - 10-1997
Senior Vice President at Capital One Bank

Education

1984 - 1986
BA from Southern Methodist University
1979 - 1981
BS from Mississippi College

More Information

Social Presence :

Prographics :

Exp : 31 Location : New Orleans, Louisiana, United States Job Level : Mid-senior Designation : Director, Institutional Services at Argent Financial Group, Inc.
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Invite them for a lunch or a drink/coffee
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Mark

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Mark take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Mark

Personality Compatibility


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