Sam Hoss, RFC, President, Financial Planner

Inquirer
DISC Type : cd

Consultant at Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial

Westlake Village, California, United States

Overview

Sam has no verified overview

Personality Overview

Judgemental

Hard To Convince

Demanding

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Sam has no verified topics they care about

Media Appearances

Sam has no verified media appearances

Work History

2009
Consultant at Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial
5-2019
Investment Advisor Representative / Financial Planner at Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial
1-1988 - 2-2014
Financial Planner, Investment Advisor Representative, Financial Services Executive at MetLife

Education

2012 - 2013
Personal Financial planning from UCLA
1982 - 1985
Bachelor of Science (B.S.) from Florida Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 38 Location : Westlake Village, California, United States Job Level : Senior Designation : Consultant at Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Sam

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Sam take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Sam

Personality Compatibility


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