Christine A. Cox-West, LUTCF

Inquirer
DISC Type : cd

Partner, Investment Adviser Representative at Christopher Edwards Financial Associates, LLP

Holmdel, New Jersey, United States

Overview

Christine has no verified overview

Personality Overview

Upfront

Hard To Convince

Demanding

They care equally about the product and its potential impact.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Christine has no verified topics they care about

Media Appearances

Christine has no verified media appearances

Work History

11-2022
Partner, Investment Adviser Representative at Christopher Edwards Financial Associates, LLP
7-2019
Partner at The Fortis Agency
6-2018
President at West Capital Strategies, LLC
5-2017 - 6-2018
Vice President at International Planning Alliance, LLC
5-2013 - 6-2018
Disability Insurance Specialist at International Planning Alliance, LLC

Education

2007 - 2011
BS from The College of New Jersey
2003 - 2007
High School Diploma from Morris Knolls High School

More Information

Social Presence :

Prographics :

Exp : 15 Location : Holmdel, New Jersey, United States Job Level : Junior Designation : Partner, Investment Adviser Representative at Christopher Edwards Financial Associates, LLP
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Insights For Selling To Christine A.

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Stress on the business value that your product offers
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Christine A. is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Christine A.

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Christine A. move?

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

  • They can take risks but after weighing up the pros and cons.

You And Christine A.

Personality Compatibility


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