Cassie Budden-Bopp, FSA, MAAA, CERA

Supporter
DISC Type : s

AVP, Annuity Market Insights at Lincoln Financial Group

Greater Hartford, United States

Overview

Cassie has no verified overview

Personality Overview

Social Proof Driven

Risk-averse

Procedural

Their decisions are defined by the possible value that they can bring to the organization.
  They prefer to follow rules and procedures. They are unlikely to become strong champions as they don't prefer pushing other people.

Topics They Care About

Cassie has no verified topics they care about

Media Appearances

Cassie has no verified media appearances

Work History

7-2022
AVP, Annuity Market Insights at Lincoln Financial Group
3-2020 - 7-2022
Actuary at Lincoln Financial Group
10-2018 - 2-2020
Senior Associate Actuary at Lincoln Financial Group
5-2012 - 8-2012
National Actuarial Pricing Intern at UnitedHealthcare

Education

9-2009 - 12-2012
Bachelor of Science (B.S.) from Bryant University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Greater Hartford, United States Job Level : N/A Designation : AVP, Annuity Market Insights at Lincoln Financial Group
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Insights For Selling To Cassie

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Show willingness to accommodating their needs or requests
  • Talk about refund and cancellation policy if the need arises

DONT's

  • Don’t rush them to make quick decisions
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Avoid saying anything that sounds like a risky proposition

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cassie is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Cassie

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Cassie move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Cassie take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Cassie

Personality Compatibility


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