Thomas Christensen

Examiner
DISC Type : cs

Private Wealth Mortgage Advisor at Citizens

New York City Metropolitan Area, United States

Overview

Thomas has no verified overview

Personality Overview

Overcautious

Status Quo Seeker

Late Adopter

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Thomas has no verified topics they care about

Media Appearances

Thomas has no verified media appearances

Work History

11-2023
Private Wealth Mortgage Advisor at Citizens
10-2022 - 11-2023
Home Lending Officer at Citi
6-2018 - 10-2022
Private Wealth Mortgage Advisor at Citizens Bank
2-2018 - 6-2018
Mortgage Banker at Luxury Mortgage Corp.
6-2017 - 11-2017
Sales Manager at Wells Fargo Home Mortgage

Education

1988 - 1996
Specialist from US ARMY
2001 - 2003
Buisness Management from Mercy University

More Information

Social Presence :

Prographics :

Exp : 31 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Private Wealth Mortgage Advisor at Citizens
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Insights For Selling To Thomas

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Thomas

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Thomas move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Thomas take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Thomas

Personality Compatibility


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