Trevor Noble

Examiner
DISC Type : cs

Senior Director | National Strategic Accounts at Orion

Encinitas, California, United States

Overview

Trevor has no verified overview

Personality Overview

Tough To Convince

Late Adopter

Process Oriented

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Trevor has no verified topics they care about

Media Appearances

Trevor has no verified media appearances

Work History

6-2024
Senior Director | National Strategic Accounts at Orion
10-2023 - 6-2024
Director - RIA Business Development at SEI
1-2021 - 10-2023
Regional Director at Dimensional Fund Advisors
10-2016 - 1-2021
Vice President - National Strategic Accounts at TD Ameritrade Institutional
12-2014 - 10-2016
Vice President - Advisory Product Management at LPL Financial

Education

1998 - 2002
Bachelor of Business Administration (B.B.A.) from Baylor University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Encinitas, California, United States Job Level : Senior Designation : Senior Director | National Strategic Accounts at Orion
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Insights For Selling To Trevor

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trevor 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 Trevor

  • 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 Trevor move?

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

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

You And Trevor

Personality Compatibility


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