Andy Peterson

Planner
DISC Type : Sc

Managing Director, International at Society of Actuaries

Schaumburg, Illinois, United States

Overview

Andy Peterson is the Managing Director of International at the Society of Actuaries (SOA), where he spearheads the organizations global strategy. He focuses on advancing the actuarial profession through education and research outside the U. S. A Fellow of the Society of Actuaries (FSA), he earned his BS from Taylor University.

Outside of his professional life, Andy values faith, family, and friends. His personal interests include distance running, traveling, and spending time with his family. He is also a musician, with a passion for playing the French horn.

Andy once had to take a critical actuarial exam four times before passing, a testament to his perseverance.

Personality Overview

Slower Adopter

Overcautious

Deliberate

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Global Actuarial Growth
He oversees the SOA's international strategy, focusing on accelerating growth and customizing services for local markets in Asia, the Middle East, Africa, and Pakistan.
Actuarial Education
He actively promotes the profession at universities worldwide, supports developing actuarial programs, and helps create awareness for SOA's credentialing process.
Emerging Markets
His work involves a tactical emphasis on expanding into new international markets, such as building a significant presence in India, Pakistan, and Saudi Arabia.

Media Appearances

Q&A with Andy Peterson, Managing Director International - SOA. Featured in Society of Actuaries (SOA) International Newsletter

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Work History

1-2023
Managing Director, International at Society of Actuaries
7-2018 - 12-2022
Senior Director, International at Society of Actuaries
4-2008 - 7-2018
Senior Staff Fellow - Retirement Systems at Society of Actuaries
7-1992 - 4-2008
Consulting Actuary at Watson Wyatt

Education

1988 - 1992
BS from Taylor University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Schaumburg, Illinois, United States Job Level : Mid-senior Designation : Managing Director, International at Society of Actuaries
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Insights For Selling To Andy

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andy is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Andy

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Andy move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Andy take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Andy

Personality Compatibility


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