Amy Marsden Olson

Observer
DISC Type : ci

Retirement Services Consultant at Gate City Retirement Services

Fargo-Moorhead, United States

Overview

Amy has no verified overview

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Amy has no verified topics they care about

Media Appearances

Amy has no verified media appearances

Work History

5-2018
Retirement Services Consultant at Gate City Retirement Services
9-2015
Participant Account Representative at Mutual of America
1-2013 - 12-2014
Partner Account Executive at Discovery Benefits
4-2002 - 12-2009
Client Relationship Manager at Clark Consulting
Design Analyst at Stratford Fidelity

Education

1998 - 2002
M.B.A. from University of St. Thomas - Opus College of Business
B.A. from Concordia College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Fargo-Moorhead, United States Job Level : Junior Designation : Retirement Services Consultant at Gate City Retirement Services
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Insights For Selling To Amy

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Persuade objectively how your product will help them achieve their goals
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amy is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Amy

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Amy move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Amy take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Amy

Personality Compatibility


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