Carla Urbaszewski

Enthusiast
DISC Type : i

2nd Vice President, Product and Channel Marketing at Security Benefit

Milwaukee, Wisconsin, United States

Overview

Carla has no verified overview

Personality Overview

Optimistic

Non-Confrontational

Consensus Focused

They prefer to build relationships rather than staying totally transactional.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Carla has no verified topics they care about

Media Appearances

Carla has no verified media appearances

Work History

9-2025
2nd Vice President, Product and Channel Marketing at Security Benefit
7-2024 - 9-2025
Vice President at KKR
10-2023 - 7-2024
AVP, Sales Effectivness at Global Atlantic Financial Group
9-2021 - 11-2023
AVP, Advanced Markets at Global Atlantic Financial Group
1-2018 - 9-2021
AVP, Retirement Marketing at Global Atlantic Financial Group

Education

1985 - 1989
BA from St. Norbert College

More Information

Social Presence :

Prographics :

Exp : 36 Location : Milwaukee, Wisconsin, United States Job Level : Senior Designation : 2nd Vice President, Product and Channel Marketing at Security Benefit
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Insights For Selling To Carla

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Invite them for a lunch or a drink/coffee
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Avoid overloading them with too much information
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carla is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Carla

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Carla move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Carla take some risk or not?

  • They can take some low-probability risks if needed.

You And Carla

Personality Compatibility


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