Will Wang

Wildcard
DISC Type : csi

Private Mortgage Banker at Wells Fargo Private Bank

San Francisco Bay Area, United States

Overview

Will has no verified overview

Personality Overview

ROI Driven

Requires Proof

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Will has no verified topics they care about

Media Appearances

Will has no verified media appearances

Work History

3-2022
Private Mortgage Banker at Wells Fargo Private Bank
11-2021 - 3-2022
Home Mortgage Consultant at Wells Fargo Private Bank
5-2020 - 11-2021
Sr. Home Lending Advisor at JPMorgan Chase & Co.
11-2019 - 5-2020
Home Lending Advisor at JPMorgan Chase & Co.
11-2018 - 11-2019
Private Client Banker at JPMorgan Chase & Co.

Education

2008 - 2011
BS from SJSU

More Information

Social Presence :

Prographics :

Exp : 18 Location : San Francisco Bay Area, United States Job Level : N/A Designation : Private Mortgage Banker at Wells Fargo Private Bank
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Insights For Selling To Will

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Invite them for a social do but don’t rely solely on the relationship
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Will is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Will

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Will move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Will take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Will

Personality Compatibility


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