Dana Clay

Go-getter
DISC Type : d

Associate Financial Advisor and Marketing Specialist at First Command Financial Services, Inc.

Silverdale, Washington, United States

Overview

Dana has no verified overview

Personality Overview

Vision Oriented

Decisive

Challenger

They respond well to confident salespeople.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Dana has no verified topics they care about

Media Appearances

Dana has no verified media appearances

Work History

11-2012
Associate Financial Advisor and Marketing Specialist at First Command Financial Services, Inc.
4-2012 - 10-2012
Financial Advisor at First Command Financial Services, Inc.
7-1996 - 7-2000
Surface Warfare Officer at US Navy
Assistant Professor at Defense Institute of Security Assistance Management

Education

1990 - 1995
BS from United States Merchant Marine Academy

More Information

Social Presence :

Prographics :

Exp : 18 Location : Silverdale, Washington, United States Job Level : Junior Designation : Associate Financial Advisor and Marketing Specialist at First Command Financial Services, Inc.
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Insights For Selling To Dana

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Refer to testimonials from others in similar positions
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dana is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Dana

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Dana move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Dana take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Dana

Personality Compatibility


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