Alex Spoerle

Enthusiast
DISC Type : i

Marketing & Communications Specialist for Journey Financial Partners at LPL Financial

Stoughton, Wisconsin, United States

Overview

Alex has no verified overview

Personality Overview

Non-Confrontational

Amiable & Agreeable

Consensus Focused

They are more about building relationships than just cutting deals.  They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Alex has no verified topics they care about

Media Appearances

Alex has no verified media appearances

Work History

7-2022
Marketing & Communications Specialist for Journey Financial Partners at LPL Financial
1-2021 - 7-2022
Client Relationship Manager for Journey Financial Partners at LPL Financial
1-2019 - 5-2020
Marketing Coordinator at McFarland State Bank - Member FDIC
5-2018 - 1-2019
Marketing Assistant at McFarland State Bank - Member FDIC
8-2016 - 5-2018
Universal Banker at McFarland State Bank - Member FDIC

Education

Associate's Degree in Applied Science from Madison Area Technical College

More Information

Social Presence :

Prographics :

Exp : 10 Location : Stoughton, Wisconsin, United States Job Level : Junior Designation : Marketing & Communications Specialist for Journey Financial Partners at LPL Financial
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Alex

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Alex take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Alex

Personality Compatibility


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