Clare Morris LUTCF

Examiner
DISC Type : cs

Chief Operating Officer at National Life Group

Boca Raton, Florida, United States

Overview

Clare has no verified overview

Personality Overview

Process Oriented

Tough To Convince

Overcautious

Being observant comes to them naturally.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Clare has no verified topics they care about

Media Appearances

Clare has no verified media appearances

Work History

8-2022
Chief Operating Officer at National Life Group
7-2016 - 7-2022
Head Of Operations at Coastal Wealth, a MassMutual Firm
2012 - 2013
Financial Advisor, Registered Representative at Ameriprise Financial Services, Inc.
2012 - 2013
President BNI Fortune Builders at BNI® Business Network International
7-2007 - 7-2016
Director Recruiting and Onboarding at MetLife

Education

Education details unavailable from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 27 Location : Boca Raton, Florida, United States Job Level : Leadership Designation : Chief Operating Officer at National Life Group
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Insights For Selling To Clare

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Clare is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Clare

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Clare move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Clare take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Clare

Personality Compatibility


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