Andrew Wagner, CSPO

Inquirer
DISC Type : dc

Client Support Specialist I at Fidelity Investments

Warwick, Rhode Island, United States

Overview

Andrew has no verified overview

Personality Overview

ROI Conscious

Demanding

Judgemental

They respond well to confident salespeople.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Andrew has no verified topics they care about

Media Appearances

Andrew has no verified media appearances

Work History

10-2025
Client Support Specialist I at Fidelity Investments
4-2024
Customer Relationshiop Advocate at Fidelity Investments
11-2019 - 2-2023
Manager at Ascensus
8-2016 - 11-2019
Government Saving Team Lead Processing at Ascensus
6-2016 - 8-2016
Senior Client Services Representative Processing at Ascensus

Education

11-2023 - 11-2023
Google Cybersecurity Certificate from Coursera
2007 - 2011
BS from Mount Ida College

More Information

Social Presence :

Prographics :

Exp : 8 Location : Warwick, Rhode Island, United States Job Level : Junior Designation : Client Support Specialist I at Fidelity Investments
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Stress on the business value that your product offers
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Andrew

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Andrew take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Andrew

Personality Compatibility


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