Andrew Whiting

Wildcard
DISC Type : cis

Chief Sales Officer at MissionSquare Retirement

New York City Metropolitan Area, United States

Overview

Andrew has no verified overview

Personality Overview

ROI Driven

Requires Proof

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Andrew has no verified topics they care about

Media Appearances

Andrew has no verified media appearances

Work History

4-2023
Chief Sales Officer at MissionSquare Retirement
11-2020 - 4-2023
Head of Institutional & Investment Sales at MissionSquare Retirement
8-2017 - 11-2020
Client Advisor-Public Markets at J.P. Morgan Asset Management
11-2012 - 8-2017
Vice President-National Sales-Government Markets at Lincoln Financial Group
8-2011 - 11-2012
Regional Vice President at AXA Equitable

Education

2001 - 2005
B.S. from Fairfield University
1997 - 2001
Education details unavailable from St Joseph Regional High School

More Information

Social Presence :

Prographics :

Exp : 23 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Sales Officer at MissionSquare Retirement
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Invite them for a social do but don’t rely solely on the relationship
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

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

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Andrew take some risk or not?

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

You And Andrew

Personality Compatibility


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