Cole Kinney

Evaluator
DISC Type : scd

Senior Vice President of Development at CalNonprofits Insurance Services

San Francisco, California, United States

Overview

Cole Kinney is the Senior Vice President of Development at CalNonprofits Insurance Services, specializing in property and casualty insurance for the nonprofit community. A graduate of California State University, Fresno, and an Accredited Advisor in Insurance (AAI), clients consistently describe him as knowledgeable, dedicated, and customer-focused.

He has a strong passion and commitment for serving the nonprofit community, where he has focused his expertise for the majority of his career.

He once helped a single nonprofit client save over $100, 000 in insurance costs over a ten-year period.

Personality Overview

Quality Focused

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Nonprofit Insurance
He has dedicated his career to specializing in insurance and risk management solutions specifically for nonprofit organizations.
Client-Centric Service
Recommendations consistently highlight his dedication to his clients, with an emphasis on looking out for their best interests above his own.
Team Leadership
As the Property & Casualty Sales Team Leader, he is responsible for guiding and managing his team at CalNonprofits Insurance Services.

Media Appearances

Cole has no verified media appearances

Work History

11-2018
Senior Vice President of Development at CalNonprofits Insurance Services
5-2012 - 11-2018
Nonprofit Practice Leader at G2 Insurance
Producer at Chapman Insurance
Commercial Lines Producer at Inwest Insurance (now TWIW)

Education

1980 - 1982
Bachelor of Science (B.S.) from California State University, Fresno

More Information

Social Presence :

Prographics :

Exp : 13 Location : San Francisco, California, United States Job Level : Leadership Designation : Senior Vice President of Development at CalNonprofits Insurance Services
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Insights For Selling To Cole

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cole is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Cole

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Cole move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Cole take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Cole

Personality Compatibility


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