Ali Schwan

Inspirer
DISC Type : id

Employee Health & Benefits Consultant at Marsh McLennan Agency

Costa Mesa, California, United States

Overview

Ali is a Health and Benefits Consultant at Marsh McLennan Agency, leveraging a background in recruiting and sales. She is passionate about mission-focused companies and takes an empathetic, people-first approach to benefits. Colleagues describe her as dedicated, hardworking, and supportive.

Outside of work, Ali is deeply involved in her community, actively supporting causes dedicated to ending homelessness and benefiting youth. She frequently participates in charitable events and fundraisers for local non-profit organizations like Mercy House and Pretend City.

She has a distinct passion for helping mission-focused brands and companies succeed.

Personality Overview

Achievment Oriented

Decisive

Confident & Optimistic

They measure a product on its merit but can be influenced by strong testimonials.  They respond well to objective pitches but also attach some value to relationships. They usually prefer to drive the conversation.

Topics They Care About

Employee Benefits Strategy
Her core professional focus involves providing comprehensive and empathetic guidance to companies on their health and benefits opportunities, putting the needs of employees first.
Mission-Driven Companies
Her professional headline and social media activity show a strong passion for supporting non-profits and companies that have a positive mission.
Combating Homelessness
She actively supports organizations like Mercy House and Urban Street Angels in their mission to end homelessness and provide stability for those in need.

Media Appearances

Ali has no verified media appearances

Work History

3-2023
Employee Health & Benefits Consultant at Marsh McLennan Agency
11-2021 - 3-2023
Talent Associate at Kforce Inc
6-2021 - 11-2021
Account Executive at Chargezoom
1-2017 - 11-2021
Custom Sales Department Manager at Nexbelt, LLC
1-2015 - 11-2021
Office Manager at Nexbelt, LLC

Education

Education details unavailable from Colorado Christian University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Costa Mesa, California, United States Job Level : N/A Designation : Employee Health & Benefits Consultant at Marsh McLennan Agency
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Insights For Selling To Ali

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Focus on the big picture and the strategic value of your product
  • Look like someone who is on top of their game

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ali is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Ali

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Ali move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Ali take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Ali

Personality Compatibility


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