Anne Romero

Energizer
DISC Type : I

Financial Agent at New York Life Insurance Company

Franklin, Massachusetts, United States

Overview

Anne has no verified overview

Personality Overview

Informal

Believer

Relationship Oriented

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Anne has no verified topics they care about

Media Appearances

Anne has no verified media appearances

Work History

6-2025
Financial Agent at New York Life Insurance Company
7-2022 - 7-2025
Travel Advisor at Poseidon Expeditions
1-2022 - 7-2022
Administrative Assistant at MAS Building & Bridge, Inc.
3-2018 - 1-2022
Administrator at Complete Heating & Cooling
1-2017
Senior Travel Counselor at Imagination Destinations Travel, LLC

Education

Business Administration and Management from Bridgewater State University
Sport and Fitness Administration/Management from Johnson & Wales University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Franklin, Massachusetts, United States Job Level : N/A Designation : Financial Agent at New York Life Insurance Company
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Insights For Selling To Anne

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Be friendly and entertaining in your conversation
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anne is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Anne

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Anne move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Anne take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Anne

Personality Compatibility


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