Amber Smith

Collaborator
DISC Type : si

Client Services Coordinator at Satis Wealth Management

Hersham, England, United Kingdom

Overview

Amber Smith is a Client Services Coordinator at Satis Wealth Management, a role she began in 2023. A graduate of the University of Sussex, she focuses on supporting financial planners and assisting with client queries, drawing on her administrative background to enhance client support.

Outside of work, Amber is an avid Chelsea FC fan and has been a season ticket holder for several years, following the team both home and away. She lives in Surrey with her two cats and frequently enjoys attending West End musicals in central London.

She is a dedicated Chelsea supporter who travels to away games to cheer on her team.

Personality Overview

Appreciative

Consensus Builder

Fair-minded

They are more likely to go for proven solutions.  Win-win scenarios can appeal strongly to them. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Chelsea Football Club
Her company bio highlights that she is a Chelsea season ticket holder and enjoys supporting the team at both home and away matches.
Community Volunteering
Actively volunteers for various causes, including packing food parcels, participating in community litter picks, and taking phone donations for national charities.
Musical Theatre
Her professional bio mentions that she is a keen musical fan and takes advantage of working in London to visit the theatre often.

Media Appearances

Amber has no verified media appearances

Work History

4-2023
Client Services Coordinator at Satis Wealth Management
11-2016 - 4-2023
Office Manager at James Neave, Estate Agents
11-2016 - 2-2022
Office Coordinator at James Neave, Estate Agents
1-2015 - 9-2016
Supervisor at New Look

Education

2013 - 2016
Bachelor's degree from University of Sussex

More Information

Social Presence :

Prographics :

Exp : 10 Location : Hersham, England, United Kingdom Job Level : Junior Designation : Client Services Coordinator at Satis Wealth Management
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Insights For Selling To Amber

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • If possible, involve their colleagues in the sales process
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t sound very transactional

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amber is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Amber

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Amber move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Amber take some risk or not?

  • They probably won’t put a lot at risk.

You And Amber

Personality Compatibility


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