Terry Ward, Master CMB

Inquirer
DISC Type : cd

Mortgage Loan Officer and Educator at Royal Charter Mortgage

Clovis, California, United States

Overview

Terry has no verified overview

Personality Overview

ROI Conscious

Hard To Convince

Demanding

They respond well to confident salespeople.  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

Terry has no verified topics they care about

Media Appearances

Terry has no verified media appearances

Work History

8-2022
Mortgage Loan Officer and Educator at Royal Charter Mortgage
1-2020 - 9-2022
Mortgage Loan Officer and Educator at Big Valley Mortgage
1-2018 - 1-2020
Principal/Owner at Spectra Mortgage Group
7-2016
Leapfrog Home Financing Workshops at Leapfrog Home Financing Workshops
3-2014 - 12-2017
National Account Executive at DataVerify

Education

Master Certified Mortgage Banker from Mortgage Bankers Association of American
Business Adminstration from California State University, Fresno

More Information

Social Presence :

Prographics :

Exp : 12 Location : Clovis, California, United States Job Level : N/A Designation : Mortgage Loan Officer and Educator at Royal Charter Mortgage
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Insights For Selling To Terry

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Get to the point quickly instead of spending too much time on pleasantries
  • Stress on the business value that your product offers

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Terry is

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

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

Insights For Deal Planning

    How fast (or slow) will Terry move?

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

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

You And Terry

Personality Compatibility


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