Bill Bertha

Sharpshooter
DISC Type : DC

Retired at Ebix

Santa Barbara, California, United States

Overview

Bill has no verified overview

Personality Overview

Precise But Practical

Rigorous & Demanding

ROI Driven

They put a lot of effort into ensuring personal success.  They do not care very much about building rapport or relationships. They respond well to strong and respectful communication.

Topics They Care About

Bill has no verified topics they care about

Media Appearances

Bill has no verified media appearances

Work History

1-2026
Retired at Ebix
4-2012 - 1-2026
Senior Sales Consultant at Ebix
5-1993 - 3-2012
Senior Sales Representative at Benefit Software Inc.
1985 - 1993
Insurance Agent at Ogilvy Hill Insurance

Education

Marketing from California Polytechnic State University-San Luis Obispo
Associate of Arts (AA) from Santa Barbara City College

More Information

Social Presence :

Prographics :

Exp : 41 Location : Santa Barbara, California, United States Job Level : N/A Designation : Retired at Ebix
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t take too much time in sending them information if they ask for any
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Bill

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • If convinced, they can reach decisions quite fast.
  • Can Bill take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Bill

Personality Compatibility


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