R. Jason Dent

Sharpshooter
DISC Type : DC

Registered Representative at NYLIFE Securities LLC

Tulsa, Oklahoma, United States

Overview

R. Jason Dent is a Financial Service Professional with NYLIFE Securities LLC, specializing in retirement planning, college funding, and lifetime income strategies. An alumnus of Oklahoma State University with an ARPC certification, he was named one of Forbes Top Financial Security Professionals in Oklahoma.

Outside of his professional work, R. Jason Dent is an alumnus of both Oklahoma State University and The University of Kansas. He publicly expresses his gratitude and support for the nation’s military veterans and their service.

He was honored by Forbes as one of the Top Financial Security Professionals for Oklahoma.

Personality Overview

Precise But Practical

Fast But Analytical

Thorough Evaluator

They are not always relationship oriented.  They like to move fast and expect the same from others. More than the product, they care about the impact of the product.

Topics They Care About

Financial Security
His work is centered on providing financial security, which was recognized when Forbes named him a Top Financial Security Professional in Oklahoma.
Retirement Strategies
A key focus of his practice is helping clients prepare for the future through various retirement products and lifetime income strategies.
Tax-Efficient Investing
He shares timely advice on tax-advantaged strategies, including insights on estate and gift taxes, to help clients optimize their finances.

Media Appearances

R. has no verified media appearances

Work History

6-2003
Registered Representative at NYLIFE Securities LLC

Education

2000 - 2002
Bachelor of Science from Oklahoma State University
1998 - 2000
Education details unavailable from The University of Kansas

More Information

Social Presence :

Prographics :

Exp : 22 Location : Tulsa, Oklahoma, United States Job Level : Junior Designation : Registered Representative at NYLIFE Securities LLC
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Insights For Selling To R. Jason

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Objectively showcase the impact that your product creates

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Don’t be in a rush to invite them for a social meet and greet
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with R. Jason is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from R. Jason

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will R. Jason move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can R. Jason take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And R. Jason

Personality Compatibility


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