Charles Valdez

Judge
DISC Type : Dc

Insurance Broker | Personal & Commercial at Heron Hill Risk Management

Nashville Metropolitan Area, United States

Overview

Charles has no verified overview

Personality Overview

Demanding

Quality Focused

Objective Thinker

They respond well to strong and respectful communication.  More than the product, they care about the effectiveness of the product. They are very proud of what they do.

Topics They Care About

Charles has no verified topics they care about

Media Appearances

Charles has no verified media appearances

Work History

11-2024
Insurance Broker | Personal & Commercial at Heron Hill Risk Management
6-2023
Company Owner at Agape Insurance Agency
3-2020 - 8-2023
Partner at Telarus
3-2009 - 8-2023
Vice President of Business Development/Customer Success at ITS Resources
2-2002 - 3-2009
Sr. Account Manager at Accurate Telecom,

Education

Master of Arts - MA from Azusa Pacific University
Bachelor of Arts - BA from Pacific Union College

More Information

Social Presence :

Prographics :

Exp : 27 Location : Nashville Metropolitan Area, United States Job Level : N/A Designation : Insurance Broker | Personal & Commercial at Heron Hill Risk Management
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Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Do not spend too much time focusing on product tech or features
  • Don’t take too much time in sending them information if they ask for any
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Charles

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Charles move?

  • They can take decisions very fast if you manage to convince them.
  • Can Charles take some risk or not?

  • The risks don’t matter much to them.

You And Charles

Personality Compatibility


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