Amie Stone

Examiner
DISC Type : cs

Regional Marketing Director- MoneyGuard at Lincoln Financial Distributors

San Francisco Bay Area, United States

Overview

Amie has no verified overview

Personality Overview

Late Adopter

Process Oriented

Unexpressive

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Amie has no verified topics they care about

Media Appearances

Amie has no verified media appearances

Work History

12-2015
Regional Marketing Director- MoneyGuard at Lincoln Financial Distributors
12-2013 - 12-2015
Internal Wholesaler- MoneyGuard at Lincoln Financial Distributors
3-2008 - 12-2013
Corporate Trust Relationship Manager at BNY Mellon

Education

2009 - 2013
Master of Business Administration (MBA) from Rutgers University
2004 - 2008
Bachelor's degree from William Paterson University of New Jersey

More Information

Social Presence :

Prographics :

Exp : 18 Location : San Francisco Bay Area, United States Job Level : Mid-senior Designation : Regional Marketing Director- MoneyGuard at Lincoln Financial Distributors
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Insights For Selling To Amie

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amie is

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

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Amie move?

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

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

You And Amie

Personality Compatibility


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