Dan Schrock, Jr.

Captain
DISC Type : DS

Head of Business Development, Marketing & Insurance Operations at CG Financial Services

Birmingham, Michigan, United States

Overview

Dan has no verified overview

Personality Overview

Decisive But Calm

Output-Driven

Consummate Professional

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

5-2024
Head of Business Development, Marketing & Insurance Operations at CG Financial Services
1-2023
Executive Business Consultant | Managing Partner at Mission Growth Advisors, LLC
2-2017 - 12-2022
Senior Vice President, Sales/Distribution and Life Insurance Operations at AAA-The Auto Club Group
6-2016 - 1-2017
Head of Agencies at AAA-The Auto Club Group
5-2016
Vice President, Head of Sales Management at Farmers Insurance Group of Companies

Education

2007 - 2007
Insurance Executive Program from The Wharton School
1985 - 1990
Bachelor of Arts from University of Iowa

More Information

Social Presence :

Prographics :

Exp : 9 Location : Birmingham, Michigan, United States Job Level : Mid-senior Designation : Head of Business Development, Marketing & Insurance Operations at CG Financial Services
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Focus on the results that your product produces, expect some strategic questions in return
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Dan

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Dan take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Dan

Personality Compatibility


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