Ray Jambois

Enigma
DISC Type : cid

Owner at Self-employed

St Paul, Minnesota, United States

Overview

Ray Jambois is a seasoned retirement and investment sales executive with a strong record of exceeding goals by cultivating long-term client relationships. He is adept at developing territories through presentations to C-level executives and holds multiple FINRA certifications and a BS in Business from the University of Wisconsin-La Crosse.

He was instrumental in building a hedge funds sales infrastructure from the ground up, developing its website, CRM, and direct sales presentations.

Personality Overview

Fast Follower

Hard To Convince

Friendly Yet Blunt

They are likely to ask many questions and look heavily for supporting proof as well as information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Topics They Care About

Retirement Plan Design
His experience and shared content focus on optimizing 401(k) and 403(b) plans for sponsors and participants, emphasizing long-term investment strategies and plan health.
Fiduciary Responsibility
He actively shares content about fiduciary fundamentals, indicating it is a core aspect of his client advisory process to ensure compliance and build trust.
C-Suite Engagement
He has extensive experience developing new business through direct presentations and cold calling with C-level executives, a key component of his sales success.

Media Appearances

Ray has no verified media appearances

Work History

5-2023
Owner at Self-employed
5-2020 - 5-2023
Vice President Of Business Development at Heartland Retirement Plan Services
9-2015 - 3-2018
Regional Vice President, Institutional Retirement Sales Director/External Wholesaler at Lincoln Financial Group
12-2013 - 11-2014
Wealth Manager, Regional Sales/External Wholesaler at SNS Financial Group
1-2013 - 10-2013
Regional Vice President/Director of Investor Relations- Hedge Fund Consultant (Contract Work) at Orso Capital Management, LLC

Education

BS-Business from University of Wisconsin-La Crosse

More Information

Social Presence :

Prographics :

Exp : 28 Location : St Paul, Minnesota, United States Job Level : N/A Designation : Owner at Self-employed
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Insights For Selling To Ray

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them

DONT's

  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ray is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Ray

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Ray move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Ray take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Ray

Personality Compatibility


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