Copley Gerdes

Evaluator
DISC Type : dsc

Director of Strategic Development at SmartChoice

Greater Tampa Bay Area, United States

Overview

Copley has no verified overview

Personality Overview

Quality Focused

Thorough Evaluator

Hard To Convince

They are not very likely to become strong advocates of your product or service  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

Topics They Care About

Copley has no verified topics they care about

Media Appearances

Copley has no verified media appearances

Work History

9-2025
Director of Strategic Development at SmartChoice
1-2017 - 9-2025
Financial Advisor/ Growth and Development Director at Northwestern Mutual
1-2012 - 1-2017
Financial Representative/College Unit Director at Northwestern Mutual
9-2011 - 1-2012
Financial Representative at Northwestern Mutual
6-2009 - 5-2010
Business Analyst at FrankCrum Inc

Education

Bachelor of Arts from Saint Leo University
1997 - 2001
Education details unavailable from St. Petersburg Catholic High School

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Tampa Bay Area, United States Job Level : Mid-senior Designation : Director of Strategic Development at SmartChoice
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Insights For Selling To Copley

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • 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 Copley is

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

  • 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 Copley move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Copley 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 Copley

Personality Compatibility


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