Billy Oliverio

Go-getter
DISC Type : d

Executive Vice President - Chief Marketing Officer at United Planners Financial Services

Phoenix, Arizona, United States

Overview

Billy has no verified overview

Personality Overview

Self-Confident

Challenger

Fast-Paced

They don’t always try to control the conversation but neither do they like yielding it fully.  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

Billy has no verified topics they care about

Media Appearances

Billy has no verified media appearances

Work History

Executive Vice President - Chief Marketing Officer at United Planners Financial Services
Sr. Compliance Manager at Charles Schwab, Advisor Services
Chief Compliance Officer at M.S. Howells & Co.
Sr. Compliance Analyst at ING Funds
Compliance Director, Sales Practice Group & Compliance Department at AIG Financial Advisors, Inc

Education

1991 - 1993
Bachelor of Science from Arizona State University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Phoenix, Arizona, United States Job Level : Leadership Designation : Executive Vice President - Chief Marketing Officer at United Planners Financial Services
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Insights For Selling To Billy

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Highlight the competitive differentiation of your product
  • Be crisp while making the pitch

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • 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 Billy is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Billy

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Billy move?

  • Their decision making speed is somewhere in the middle.
  • Can Billy take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Billy

Personality Compatibility


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