Caroline A. Logan

Evaluator
DISC Type : DSC

Licensed Independent Insurance Advisor (AB/ON) - Life | Disability | Critical Illness at Self-employed

Calgary, Alberta, Canada

Overview

Caroline has no verified overview

Personality Overview

Quality Focused

Thorough Evaluator

Hard To Convince

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Caroline has no verified topics they care about

Media Appearances

Caroline has no verified media appearances

Work History

2-2018
Licensed Independent Insurance Advisor (AB/ON) - Life | Disability | Critical Illness at Self-employed
3-2024 - 5-2025
Insurance Specialist & Investment Administrator at Insurance & Investments
2-2018 - 11-2023
Consultant to Advisors on their LI CI DI Insurance Cases | Business Development Manager at PPI
11-2016 - 9-2017
Assistant Estate Planner at MacMillan Estate Planning Corp.
6-2015 - 6-2016
Director of Business Development & Team Manager - Signature Service (HNW/Private Clients) at Rogers Insurance Ltd.

Education

1990 - 1993
BComm from University of Saskatchewan
1988 - 1990
Diploma (2 year) from CEGEP - John Abbott College

More Information

Social Presence :

Prographics :

Exp : 9 Location : Calgary, Alberta, Canada Job Level : N/A Designation : Licensed Independent Insurance Advisor (AB/ON) - Life | Disability | Critical Illness at Self-employed
URL has been copied!

Insights For Selling To Caroline A.

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caroline A. is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Caroline A.

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Caroline A. move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Caroline A. take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Caroline A.

Personality Compatibility


Other Self-employed Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.