Carlos F. Penate, CPIA

Critic
DISC Type : C

Commercial Marketing Director at Insurance Nation

Miami-Fort Lauderdale Area, United States

Overview

Carlos has no verified overview

Personality Overview

Critic

Objective Thinker

Negotiator

They like to take decisions independently and do not seek others' support often.  It is very likely that they will negotiate pricing or other important terms. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Carlos has no verified topics they care about

Media Appearances

Carlos has no verified media appearances

Work History

10-2023
Commercial Marketing Director at Insurance Nation
4-2022 - 10-2023
Marketing Representative at Ascendant Insurance Solutions
9-2016 - 3-2022
@Newman Insurance Agency at Newman Insurance Agency
9-2014 - 6-2016
Territory Manager at Mount Beacon Insurance Company
7-2011 - 9-2014
Director Business Development at Southern Diagnostic Associates, Inc.

Education

2016 - 2016
Certified Professional Insurance Agent from The Executive Board of The American Insurance and Marketing Society

More Information

Social Presence :

Prographics :

Exp : 14 Location : Miami-Fort Lauderdale Area, United States Job Level : Mid-senior Designation : Commercial Marketing Director at Insurance Nation
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Insights For Selling To Carlos F.

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carlos F. is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Carlos F.

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Carlos F. move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Carlos F. take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Carlos F.

Personality Compatibility


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