Phil Julian

Visionary
DISC Type : Ds

Mortgage Loan Officer at 5th 3rd Bank

Dayton, Ohio, United States

Overview

Phil has no verified overview

Personality Overview

Goal-Oriented

Objective Evaluator

Big Vision Person

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Phil has no verified topics they care about

Media Appearances

Phil has no verified media appearances

Work History

10-2023 - 7-2024
Mortgage Loan Officer at 5th 3rd Bank
7-2023 - 10-2023
Branch Office Manager at AmCap Mortgage, LTD
4-2018 - 7-2023
Mortgage Loan Officer/Sales Manager at NVR, Inc.
3-2016 - 4-2018
Mortgage Loan Originator at Waterstone Mortgage Corporation
10-2007 - 6-2011
Branch Partner/Originator at Allied Mortgage Group

Education

1991 - 1995
Bachelor of Arts (B.A.) from Wright State University
1987 - 1991
Education details unavailable from centerville high school

More Information

Social Presence :

Prographics :

Exp : 18 Location : Dayton, Ohio, United States Job Level : N/A Designation : Mortgage Loan Officer at 5th 3rd Bank
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Insights For Selling To Phil

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phil is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Phil

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Phil move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Phil take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Phil

Personality Compatibility


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