Carly Mirando

Captain
DISC Type : SD

Marketing Director & Executive Sales Support at Simplicity UFC (Universal Financial Consultants)

Odessa, Florida, United States

Overview

As Marketing Director and Executive Sales Support at Simplicity UFC, Carly Mirando leads comprehensive marketing strategies and collaborates directly with the companys President. A graduate of Florida State University, she leverages her expertise in brand elevation and data-driven campaigns to empower financial advisors and drive organizational growth.

Outside of work, Carly supports the local performing arts community in Clearwater, Florida. She values positive and helpful service experiences, appreciating salespeople who are patient and knowledgeable. She also shows interest in personal development and stories of families using financial tools to support one another.

Unique fact: Before her career in financial services, Carly was a marketing team intern for Microsofts "Imagine Cup" campaign while attending university.

Personality Overview

Decisive But Calm

Planner & Achiever

Dynamic But Sincere

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Adviser Brand Building
Her professional focus is on empowering financial advisors to elevate their brand and provide more value to their clients.
Premium Financing
She highlights the importance of her company's renewal team and strong post-sale support for premium financing policies.
Valued Customer Experience
As a customer, she publicly praises salespeople who are helpful, patient, and ensure she receives the best available price.

Media Appearances

Carly has no verified media appearances

Work History

12-2013
Marketing Director & Executive Sales Support at Simplicity UFC (Universal Financial Consultants)
8-2013 - 10-2013
Independent Representative at Aflac
12-2011 - 2-2013
Bartender/Server at SSP America
10-2012 - 11-2012
Marketing Team Member - Internship at Microsoft

Education

2009 - 2013
Bachelor of Science from Florida State University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Odessa, Florida, United States Job Level : Senior Designation : Marketing Director & Executive Sales Support at Simplicity UFC (Universal Financial Consultants)
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Insights For Selling To Carly

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Let them know of potential risks but suggest mitigation methods alongside
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carly is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Carly

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Carly move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Carly take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Carly

Personality Compatibility


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