Charles Portales

Examiner
DISC Type : cs

Marketing Rep at United Auto Insurance Group

Houston, Texas, United States

Overview

Charles has no verified overview

Personality Overview

Tough To Convince

Status Quo Seeker

Process Oriented

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Charles has no verified topics they care about

Media Appearances

Charles has no verified media appearances

Work History

11-2013
Marketing Rep at United Auto Insurance Group
11-2005 - 4-2013
District Manager at PLS Financial Services
10-2000 - 4-2004
Branch Manager AVP at First Community Credit Union
3-1998 - 9-2000
Branch Manager at Bank of America

Education

2006 - 2008
Bachelor's degree from University of Phoenix

More Information

Social Presence :

Prographics :

Exp : 25 Location : Houston, Texas, United States Job Level : N/A Designation : Marketing Rep at United Auto Insurance Group
URL has been copied!

Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Charles

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Charles move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Charles take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Charles

Personality Compatibility


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.