Carolina Uribe LaMonica

Questioner
DISC Type : c

Relationship Manager Director at MissionSquare Retirement

United States

Overview

Carolina has no verified overview

Personality Overview

Value Seeker

Cautious & Analytical

Systematic

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Topics They Care About

Carolina has no verified topics they care about

Media Appearances

Carolina has no verified media appearances

Work History

8-2022
Relationship Manager Director at MissionSquare Retirement
1-2021 - 8-2022
Relationship Manager Large Market at Empower Retirement
2-2018 - 1-2021
Relationship Manager at MassMutual
10-2014 - 2-2018
Retirement Education Specialist at MassMutual
10-2011 - 10-2014
Registered Representative at Girard Securities

Education

2008 - 2011
Bachelor of Business Administration (B.B.A.) from Florida Atlantic University

More Information

Social Presence :

Prographics :

Exp : 14 Location : United States Job Level : Mid-senior Designation : Relationship Manager Director at MissionSquare Retirement
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Insights For Selling To Carolina

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carolina is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Carolina

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Carolina move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Carolina take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Carolina

Personality Compatibility


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