Amy Nelson

Questioner
DISC Type : c

Assistant Vice President at Lincoln Financial Group

High Point, North Carolina, United States

Overview

Amy has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to analyze every situation thoroughly.
 While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Amy has no verified topics they care about

Media Appearances

Amy has no verified media appearances

Work History

9-2023
Assistant Vice President at Lincoln Financial Group
7-2022 - 9-2023
Sr. Consultant, Annuity Product Delivery at Lincoln Financial Group
12-2017 - 7-2022
Sr. Consultant, Annuity Pricing at Lincoln Financial Group
3-2006 - 2-2010
Senior Actuarial Analyst at Stanley Hunt DuPree & Rhine, Inc / BB&T
8-1995 - 2-2006
Actuarial Analyst at Jefferson Pilot Financial

Education

1991 - 1995
BS from Duke University

More Information

Social Presence :

Prographics :

Exp : 22 Location : High Point, North Carolina, United States Job Level : Senior Designation : Assistant Vice President at Lincoln Financial Group
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Insights For Selling To Amy

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amy is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Amy

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Amy move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Amy take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Amy

Personality Compatibility


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