Cindy Xue

Enthusiast
DISC Type : i

Senior Tax Consultant at John Hancock Financial Services

Boston, Massachusetts, United States

Overview

Cindy has no verified overview

Personality Overview

Story Driven

Non-Confrontational

Optimistic

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They are more about building relationships than just cutting deals.

Topics They Care About

Cindy has no verified topics they care about

Media Appearances

Cindy has no verified media appearances

Work History

9-2010
Senior Tax Consultant at John Hancock Financial Services
9-2007 - 9-2010
Tax Associate at KPMG
1-2006 - 4-2006
Tax Intern at PwC

Education

2006 - 2007
Master's degree from Bentley University
2004 - 2006
Bachelor's degree from Bentley University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Senior Tax Consultant at John Hancock Financial Services
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Insights For Selling To Cindy

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Avoid overloading them with too much information
  • Don’t be too formal with them, they trust informality more
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cindy is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Cindy

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Cindy move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Cindy take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Cindy

Personality Compatibility


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