Charlie Page

Inquirer
DISC Type : cd

Managing Director at SO@R

Olathe, Kansas, United States

Overview

As Managing Director of SO@R, Charlie Page is an employee benefits strategist specializing in ancillary benefits, enrollment solutions, and custom healthcare packages. A graduate of Pepperdine University, colleagues describe him as a dedicated leader and an excellent consultant with deep industry knowledge.

Outside of work, Charlie is a dedicated father, a quality highly praised by those who know him. He demonstrates a strong interest in his local community by actively promoting and collaborating with other professionals in the Kansas City area.

Unique fact: Charlie is a Certified Leave Management Specialist, showcasing specialized expertise in a complex area of employee benefits.

Personality Overview

Demanding

Judgemental

ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Employee Benefits Strategy
He is passionate about designing best-in-class, tailored employee benefit solutions and providing dedicated support to his consulting partners.
Healthcare Innovation
He is directly involved in launching new healthcare coalitions and partnerships, focusing on bringing innovative solutions to the market.
Team Leadership
He frequently announces and celebrates new team members, and recommendations highlight his strengths as a mentor and leader.

Media Appearances

Charlie has no verified media appearances

Work History

12-2023
Managing Director at SO@R
5-2022 - 12-2023
Co-Founder/Owner/Head of Operations at bherd
9-2020 - 5-2022
Employee Benefits Consultant at Thomas McGee Group
8-2016 - 9-2020
Sales Consultant at Guardian Life
3-2013 - 3-2015
Relationship Manager at Principal Financial Group

Education

2003 - 2005
B.S. from Pepperdine University
2001 - 2003
Associate’s Degree from Barton Community College

More Information

Social Presence :

Prographics :

Exp : 16 Location : Olathe, Kansas, United States Job Level : Mid-senior Designation : Managing Director at SO@R
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Insights For Selling To Charlie

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Get to the point quickly instead of spending too much time on pleasantries
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Avoid repeating yourself or making generalizations
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlie is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Charlie

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Charlie move?

  • Their decision making speed is somewhere in the middle.
  • Can Charlie take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Charlie

Personality Compatibility


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