Christopher Kay Chartered ALFBF

Energizer
DISC Type : I

Business Assurance Adviser at St. James’s Place Wealth Management

Edinburgh, Scotland, United Kingdom

Overview

Christopher has no verified overview

Personality Overview

Big Picture Person

Full Of Energy

Relationship Oriented

They are always positive and upbeat, so take their promises with a pinch of salt.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Christopher has no verified topics they care about

Media Appearances

Christopher has no verified media appearances

Work History

8-2019 - 8-2019
Business Assurance Adviser at St. James’s Place Wealth Management
8-2019 - 8-2019
Business Assurance Adviser at St James's Place Management Services Ltd
1-2019 - 4-2019
Business Banking at The Co-operative Bank plc
11-2018 - 1-2019
Customer Services Agent at The Co-operative Bank plc
8-2016 - 6-2018
Case Handler at Clydesdale Bank

Education

Level 4 Diploma for Financial Advisers from LIBF
2004 - 2010
Honors Degree in Medical Sciences from University of Dundee

More Information

Social Presence :

Prographics :

Exp : 6 Location : Edinburgh, Scotland, United Kingdom Job Level : N/A Designation : Business Assurance Adviser at St. James’s Place Wealth Management
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Insights For Selling To Christopher

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk anecdotally about the customer experience that your product offers
  • Be friendly and entertaining in your conversation

DONT's

  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Christopher is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Christopher

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Christopher move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Christopher take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Christopher

Personality Compatibility


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