Dana Temple, LUTCF

Examiner
DISC Type : cs

Insurance Agent at Next Level Insurance LLC

Phoenix, Maryland, United States

Overview

Dana has no verified overview

Personality Overview

Late Adopter

Tough To Convince

Overcautious

They do not like taking risks at all and go for proven options in the end.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Dana has no verified topics they care about

Media Appearances

Dana has no verified media appearances

Work History

3-2021
Insurance Agent at Next Level Insurance LLC
3-2021 - 12-2025
Principal Agent at Next Level Insurance LLC
12-2019 - 3-2021
Insurance Agent at Lentz Insurance Inc
11-2011 - 12-2019
Associate Agent at American Insurance and Financial Services, Inc.
1-2011 - 12-2019
Associate Agent at American Insurance

Education

1997 - 2000
Bachelor of Arts from University of Pittsburgh
1996 - 2000
Communications from University of Pittsburgh

More Information

Social Presence :

Prographics :

Exp : 19 Location : Phoenix, Maryland, United States Job Level : N/A Designation : Insurance Agent at Next Level Insurance LLC
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Insights For Selling To Dana

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dana is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Dana

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Dana move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Dana take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Dana

Personality Compatibility


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