Charl Lombard

Questioner
DISC Type : c

Chief Client Experience Officer at Goosehead Insurance Agency

Southlake, Texas, United States

Overview

Charl has no verified overview

Personality Overview

Systematic

Price-Sensitive

Value Seeker

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Charl has no verified topics they care about

Media Appearances

Charl has no verified media appearances

Work History

4-2025
Chief Client Experience Officer at Goosehead Insurance Agency
12-2024 - 3-2025
Senior Vice President, Enterprise Transformation at Goosehead Insurance Agency
7-2022 - 8-2024
President, AI & Digital Transformation at Info-Tech Research Group
10-2019 - 7-2022
VP, Global Head of Product Management & Strategy at Sabre Corporation
4-2011 - 9-2019
Associate Partner at McKinsey & Company

Education

2010 - 2010
Master of Business Administration (MBA) from University of Cape Town
1996 - 1999
Bachelor of Arts (BA) from University of Pretoria

More Information

Social Presence :

Prographics :

Exp : 24 Location : Southlake, Texas, United States Job Level : Leadership Designation : Chief Client Experience Officer at Goosehead Insurance Agency
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Insights For Selling To Charl

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charl is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Charl

  • 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 Charl move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Charl take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Charl

Personality Compatibility


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