Robert Gilchrist

Inspirer
DISC Type : id

Loan Officer | NMLS 2664522 at Preferred Rate - Partnered with APM

Bountiful, Utah, United States

Overview

Robert Gilchrist is a Loan Officer at Preferred Rate, leveraging his extensive background in global technology sales to guide clients through the mortgage process. His previous roles include managing multi-million dollar accounts and complex AI and communications solutions for companies like Avaya. He holds a B.S. from Westminster University.

Robert demonstrates a keen interest in the evolution of technology and its impact on the workforce. He values the blend of deep-seated industry experience with modern innovations like AI, often engaging his professional network in discussions around career development and technological change.

He transitioned from managing a $156M global technology sales pipeline across 43 countries to providing personalized mortgage services.

Personality Overview

Fast Adopter

Charming & Persuasive

Achievment Oriented

They measure a product on its merit but can be influenced by strong testimonials.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Stress-Free Mortgages
His stated goal is to make the mortgage experience straightforward and stress-free for his clients, leveraging his business acumen to ensure they feel supported.
Global Tech Sales
He has a long history of managing large global accounts and sales teams at Avaya and Telewise, responsible for tens of millions in revenue.
AI in Business
His experience includes selling conversational AI solutions, and he has expressed interest in how AI is understood and adopted within the workforce.

Media Appearances

Robert has no verified media appearances

Work History

5-2026
Loan Officer | NMLS 2664522 at Preferred Rate - Partnered with APM
10-2023
Global Account Consultant at Telewise Solutions
2-2021 - 9-2023
Global Account Manager at Avaya
10-2010 - 9-2013
Systems Engineer at Avaya
9-2010 - 2-2021
Global Sales Engineer at Avaya

Education

1992 - 1994
B.S. from Westminster University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Bountiful, Utah, United States Job Level : Senior Designation : Loan Officer | NMLS 2664522 at Preferred Rate - Partnered with APM
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Get them to a point where they are ready to bat for your product internally
  • Clearly address the competitive aspects
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Robert

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Robert take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Robert

Personality Compatibility


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