Steve Kelly

Pioneer
DISC Type : dis

Mortgage Loan Officer/Broker at Pioneer Mortgage Funding Inc. NMLS# 1936558

Tampa, Florida, United States

Overview

Steve has no verified overview

Personality Overview

Dynamic But Sincere

Driven But Considerate

Friendly But Fast

If they are convinced, they can become very strong champions for your product  They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

Steve has no verified topics they care about

Media Appearances

Steve has no verified media appearances

Work History

5-2023
Mortgage Loan Officer/Broker at Pioneer Mortgage Funding Inc. NMLS# 1936558
1-2023 - 5-2023
Branch Manager at Cardinal Financial Company, Limited Partnership
5-2015 - 1-2023
Branch Manager at All Western Mortgage
2016 - 2016
Member at RGA
3-2014 - 5-2015
Branch Sales Manager at Shelter Mortgage

Education

1986 - 2001
BSBA in Finance; BSBA in Marketing from Appalachian State University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Tampa, Florida, United States Job Level : N/A Designation : Mortgage Loan Officer/Broker at Pioneer Mortgage Funding Inc. NMLS# 1936558

Interested in

Sports

Track & Field

Health & Outdoor

Track & Field

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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Showcase existing customers and use case-studies to grab their attention
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • 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 Steve is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Steve

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They are generally fast movers and can take quick decisions
  • Can Steve take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Steve

Personality Compatibility


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