Courtney Gallagher

Observer
DISC Type : ic

Assistant Director, Enterprise Change Management at Northwestern Mutual

Greater Milwaukee, United States

Overview

Courtney has no verified overview

Personality Overview

Curious

Assertive

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Courtney has no verified topics they care about

Media Appearances

Courtney has no verified media appearances

Work History

6-2020
Assistant Director, Enterprise Change Management at Northwestern Mutual
7-2019 - 6-2020
Investment Products Consultant at Northwestern Mutual
3-2016 - 7-2019
Practice Management Consultant at Northwestern Mutual
12-2010 - 3-2016
Associate Regional Director at Russell Investments
5-2006 - 12-2010
Institutional Consulting Analyst at Graystone Consulting

Education

2000 - 2004
BBA from Lubar College of Business
2013 - 2015
Master of Business Administration (MBA) from Alverno College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Milwaukee, United States Job Level : Mid-senior Designation : Assistant Director, Enterprise Change Management at Northwestern Mutual
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Insights For Selling To Courtney

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Share testimonials from known people and give multiple examples of product value
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Courtney is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Courtney

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Courtney move?

  • They like to analyze well and then make their decisions.
  • Can Courtney take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Courtney

Personality Compatibility


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