Chelsey Duncan

Wildcard
DISC Type : sic

VP, Advisor and Executive Communications & Head of PR at Osaic

Omaha, Nebraska, United States

Overview

A strategic communications leader at Osaic with over 15 years of experience in the financial services industry. She is a trusted C-suite partner specializing in media narrative, executive communications, and crisis management. Colleagues describe her as a gifted, calm, and patient manager who fosters a positive environment.

She enjoys showcasing the human side of corporate leadership and giving a candid look at the leaders behind her firm, once highlighting a CEO who performed the splits on stage.

Personality Overview

Friendly But Slow

Requires Proof

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Executive Storytelling
Her role centers on shaping positive media narratives and developing compelling communication strategies and content for C-suite leaders.
Advisor Success
Actively promotes initiatives aimed at improving advisor efficiency, productivity, and growth through enhanced service and platform improvements at Osaic.
Team Recognition
Frequently and publicly celebrates the accomplishments of her colleagues and team members, fostering a collaborative and supportive company culture.

Media Appearances

Chelsey has no verified media appearances

Work History

11-2024
VP, Advisor and Executive Communications & Head of PR at Osaic
8-2020 - 11-2024
VP, Corporate Communications at Osaic
10-2018 - 8-2020
Director, Corporate Marketing & Communications at Osaic
10-2016 - 10-2018
Director, Marketing Strategy & Communications at CLS Investments, LLC
8-2014 - 10-2016
Marketing Manager at CLS Investments, LLC

Education

Bachelor of Science from University of Nebraska at Kearney
Masters of Business Administration from University of Nebraska at Kearney

More Information

Social Presence :

Prographics :

Exp : 17 Location : Omaha, Nebraska, United States Job Level : Leadership Designation : VP, Advisor and Executive Communications & Head of PR at Osaic
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Insights For Selling To Chelsey

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Share testimonials from known people and give multiple examples of product value
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chelsey is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Chelsey

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Chelsey move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Chelsey take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Chelsey

Personality Compatibility


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