Rick Garcia

Enthusiast
DISC Type : i

Manager of Marketing and Internal Communications at Navy Federal Financial Group

Denver Metropolitan Area, United States

Overview

Rick has no verified overview

Personality Overview

Optimistic

Amiable & Agreeable

Non-Confrontational

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Rick has no verified topics they care about

Media Appearances

Rick has no verified media appearances

Work History

10-2023
Manager of Marketing and Internal Communications at Navy Federal Financial Group
11-2020 - 10-2023
Assistant Manager - Marketing and Internal Communications at Navy Federal Financial Group
4-2019 - 11-2020
Financial Advisor at Navy Federal Financial Group
2-2012 - 3-2019
President - Portfolio Manager at PVG Asset Management
3-2011 - 2-2012
Business Development Consultant at Jackson National Life Distributors LLC

Education

8-2023 - 5-2025
Master of Business Administration - MBA from Louisiana State University
2003 - 2006
B.S. from Metropolitan State University of Denver

More Information

Social Presence :

Prographics :

Exp : 19 Location : Denver Metropolitan Area, United States Job Level : Middle Designation : Manager of Marketing and Internal Communications at Navy Federal Financial Group
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Rick

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Rick move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Rick take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Rick

Personality Compatibility


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