Miguel Estela IV, CFIRS

Examiner
DISC Type : sc

Trust Officer, Trust Operations Supervisor at Hancock Whitney Bank Wealth Management

New Orleans, Louisiana, United States

Overview

Miguel has no verified overview

Personality Overview

Tough To Convince

Status Quo Seeker

Process Oriented

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Topics They Care About

Miguel has no verified topics they care about

Media Appearances

Miguel has no verified media appearances

Work History

3-2019
Trust Officer, Trust Operations Supervisor at Hancock Whitney Bank Wealth Management
2-2009 - 9-2016
Trust Operations and Securities Specialist at Whitney Bank/Hancock Bank
5-2007 - 2-2009
Business Loan Processor at Whitney National Bank

Education

2001 - 2004
Finance from University of New Orleans

More Information

Social Presence :

Prographics :

Exp : 16 Location : New Orleans, Louisiana, United States Job Level : N/A Designation : Trust Officer, Trust Operations Supervisor at Hancock Whitney Bank Wealth Management
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Insights For Selling To Miguel

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Miguel is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Miguel

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Miguel move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Miguel take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Miguel

Personality Compatibility


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