Amy Ray

Questioner
DISC Type : c

Director, Advice and Wellness Product Development at Transamerica

Iowa City-Cedar Rapids Area, United States

Overview

Amy has no verified overview

Personality Overview

Cautious & Analytical

Price-Sensitive

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Amy has no verified topics they care about

Media Appearances

Amy has no verified media appearances

Work History

11-2020
Director, Advice and Wellness Product Development at Transamerica
4-2019 - 11-2020
Director, Solutions Development and Implementation Actuary at Transamerica
1-2016 - 4-2019
Product Development Actuary at Transamerica
1-2015 - 1-2016
Corporate Actuary at Transamerica
11-2011 - 1-2015
Valuation Actuary at Transamerica

Education

2004 - 2009
Bachelor of Science - BS; Bachelor of Art - BA from University of Iowa

More Information

Social Presence :

Prographics :

Exp : 16 Location : Iowa City-Cedar Rapids Area, United States Job Level : Mid-senior Designation : Director, Advice and Wellness Product Development at Transamerica
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Insights For Selling To Amy

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

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 some risk if they are confident that they have analyzed the circumstances well.


You And Amy

Personality Compatibility


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