Alexis Alcaraz

Balancer
DISC Type : S

SC Jr Underwriter at Mountain America Credit Union

Salt Lake City Metropolitan Area, United States

Overview

Alexis has no verified overview

Personality Overview

Risk-Averse

Good Listener

Process-Oriented

They like following the process even if it takes time to reach any conclusion.  They are courteous and respectful but practical. They are willing to make long-term decisions.

Topics They Care About

Alexis has no verified topics they care about

Media Appearances

Alexis has no verified media appearances

Work History

6-2023
SC Jr Underwriter at Mountain America Credit Union
6-2021 - 6-2023
Traveling Member Experience Officer at Mountain America Credit Union
8-2016 - 6-2021
Member Service Representative at Mountain America Credit Union
3-2015 - 9-2016
Restaurant Server at Buffalo Wild Wings
10-2014 - 3-2015
Package Handler at FedEx

Education

4-2021
Bachelor's degree from Weber State University
4-2021
Associate's degree from Weber State University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Salt Lake City Metropolitan Area, United States Job Level : N/A Designation : SC Jr Underwriter at Mountain America Credit Union
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Insights For Selling To Alexis

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • Share information about the process and how it would address all concerns
  • Be very observant about how they perceive the risk in the decision

DONT's

  • Do not sound very transactional, make extra effort to be genuinely interested
  • Don’t brush off their concerns, their comfort with you will go down
  • Don’t push them for a no, take the lack of yes as a no after a certain point

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alexis is

  • For them, low risk, acceptance by others and strong collaterals are most important.
  • Will you ever get a clear answer from Alexis

  • They never refuse directly, they push out the decisions or just go quiet.

Insights For Deal Planning

    How fast (or slow) will Alexis move?

  • They can be some of the slowest decision makers.
  • Can Alexis take some risk or not?

  • They have no risk-appetite and prefer to take safe decisions.

You And Alexis

Personality Compatibility


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