Noel K. Acosta

Trailblazer
DISC Type : ID

VP - Head of Securities Marketing at Axos Financial

Hamilton, Montana, United States

Overview

Noel has no verified overview

Personality Overview

Friendly But Fast

Persuasive

Assertive

A combination of speed and relationship gets the best response from them.  They prefer to ensure that they are in control of the situation. They are not against taking risks and can make tough decisions when required.


Topics They Care About

Noel has no verified topics they care about

Media Appearances

Noel has no verified media appearances

Work History

5-2023
VP - Head of Securities Marketing at Axos Financial
2-2021 - 3-2023
Director of Marketing & Sales at Elise Buie Family Law Group
11-2019 - 1-2021
SVP Marketing Segment Manager - RBC Wealth Management, Commercial & Specialty Banking at City National Bank
1-2019 - 11-2019
SVP Marketing - RBC Segment Manager at City National Bank
2-2017 - 12-2018
Vice President Marketing and Communications at 1st Century Bank

Education

1998 - 2003
BS from The University of Montana - College of Business
2009 - 2009
Professional Certification from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Hamilton, Montana, United States Job Level : Senior Designation : VP - Head of Securities Marketing at Axos Financial
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Insights For Selling To Noel K.

During A Call Or A Meeting

DO's

  • Help them visualize the impact of their decision
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don't make any commitments that you might not be able to fulfill
  • Do not look like someone who doesn’t know what they are talking about
  • Don’t hesitate from asking them how they truly feel about your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Noel K. is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Noel K.

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Noel K. move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Noel K. take some risk or not?

  • If necessary, they will be ready to take risks.

You And Noel K.

Personality Compatibility


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