Charlie Zettel

Examiner
DISC Type : cs

AVP, Communication Consulting & Internal Engagement at Lincoln Financial

Greater Philadelphia, United States

Overview

Charlie has no verified overview

Personality Overview

Overcautious

Process Oriented

Unexpressive

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Charlie has no verified topics they care about

Media Appearances

Charlie has no verified media appearances

Work History

1-2026
AVP, Communication Consulting & Internal Engagement at Lincoln Financial
8-2022 - 1-2026
AVP, Retirement Sales, Relationship Management & Virtual Resource Group at Lincoln Financial
12-2018 - 8-2022
Director, Strategic Client Management at Lincoln Financial
6-2011 - 4-2013
Trust Operations Specialist at The Haverford Trust Company
5-2011 - 6-2011
Research, Marketing and Operations Internship at The Haverford Trust Company

Education

2006 - 2010
Bachelors from University of Pittsburgh
2010 - 2011
MBA from La Salle University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Greater Philadelphia, United States Job Level : N/A Designation : AVP, Communication Consulting & Internal Engagement at Lincoln Financial
URL has been copied!

Insights For Selling To Charlie

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlie 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 Charlie

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

Insights For Deal Planning

    How fast (or slow) will Charlie move?

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

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

You And Charlie

Personality Compatibility


Other Lincoln Financial Employees

Explore more public profiles from related professionals at the same organization.

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.