Shawn Phelps, Financial Representative

Judge
DISC Type : Dc

Financial Representative at Modern Woodmen of America

Iuka, Mississippi, United States

Overview

Shawn Phelps is a Financial Representative with Modern Woodmen of America, serving the Mississippi community by creating personalized financial strategies. He is a member of the prestigious Million Dollar Round Table (MDRT) and previously led non-profit educational and development foundations. He attended Mississippi Gulf Coast and Northeast Mississippi Community Colleges.

Deeply invested in his community, Shawn actively organizes and participates in local fundraisers and member events. He is passionate about teaching children the importance of giving back and enjoys hands-on activities where he can see the results of his work, particularly those that support children and people in need.

Before his current role, Shawn spent over a decade as Executive Director for two different non-profit foundations focused on education and development.

Personality Overview

Quality Focused

Fast But Wary

Demanding

More than the product, they care about the effectiveness of the product.  They are not focused on building rapport and relationships. They respond well to strong and respectful communication.

Topics They Care About

Community Fundraising
Frequently quoted as a local volunteer leader for Modern Woodmen, helping organize events to support local needs like youth baseball teams and autism awareness.
Financial Planning
His core role involves helping individuals, families, and small-business owners in Mississippi plan for a secure financial future using insurance and investment products.
Educational Scholarships
Is proud of his past work supplying educational scholarships to thousands of Mississippi families through the non-profit foundations he directed.

Media Appearances

Shawn has no verified media appearances

Work History

12-2021
Financial Representative at Modern Woodmen of America
10-2021
Executive Director at MID-AMERICA DEVELOPMENT FOUNDATION
2-2000
Executive Director at TRI-STATE EDUCATIONAL FOUNDATION

Education

Shawn has no verified education history

More Information

Social Presence :

Prographics :

Exp : 25 Location : Iuka, Mississippi, United States Job Level : Junior Designation : Financial Representative at Modern Woodmen of America
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Insights For Selling To Shawn

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Refer to testimonials from well-known industry leaders
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shawn is

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

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Shawn move?

  • They can take decisions very fast if you manage to convince them.
  • Can Shawn take some risk or not?

  • The risks don’t matter much to them.

You And Shawn

Personality Compatibility


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