Claire Sandilands, MBA

Questioner
DISC Type : c

Director - Insurance Marketing & Wealth Digital Acquisition at BMO

Toronto, Ontario, Canada

Overview

Claire has no verified overview

Personality Overview

Value Seeker

Systematic

Cautious & Analytical

They prefer to fully evaluate every situation.  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Claire has no verified topics they care about

Media Appearances

Claire has no verified media appearances

Work History

2-2025
Director - Insurance Marketing & Wealth Digital Acquisition at BMO
6-2021 - 2-2025
Senior Manager, Digital Acquisition - BMO Wealth Management at BMO
6-2019 - 6-2021
Digital Acquisition Manager - Wealth Management at BMO
9-2018 - 6-2019
Digital Acquisition Manager - BMO SmartFolio & adviceDirect at BMO
5-2017 - 9-2018
Marketing Manager - Digital Acquisition at BMO

Education

Master of Business Administration - MBA from Ivey Business School at Western University
2011 - 2015
Bachelor of Arts (BA) from Ivey Business School at Western University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Toronto, Ontario, Canada Job Level : Mid-senior Designation : Director - Insurance Marketing & Wealth Digital Acquisition at BMO
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Insights For Selling To Claire

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Claire is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Claire

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Claire move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Claire take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Claire

Personality Compatibility


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