Alyssa Morales

Examiner
DISC Type : cs

VP, Employer Services & Operations at Vestwell

San Diego, California, United States

Overview

Alyssa has no verified overview

Personality Overview

Process Oriented

Late Adopter

Status Quo Seeker

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Alyssa has no verified topics they care about

Media Appearances

Alyssa has no verified media appearances

Work History

7-2024
VP, Employer Services & Operations at Vestwell
7-2023 - 7-2024
Director, Employer Services and Operations at Vestwell
8-2022 - 7-2023
Senior Manager, Recordkeeping Operations at Vestwell
2-2021 - 8-2022
Director of Client Operations & Co-Founder at Advice Analytics
9-2019 - 2-2021
Institutional Relationship Manager at Ascensus

Education

2011 - 2012
Organizational Studies from Arizona State University

More Information

Social Presence :

Prographics :

Exp : 12 Location : San Diego, California, United States Job Level : Senior Designation : VP, Employer Services & Operations at Vestwell
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Insights For Selling To Alyssa

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alyssa is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Alyssa

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Alyssa move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Alyssa take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Alyssa

Personality Compatibility


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