Danielle Rolfes, CLU, ChFC

Critic
DISC Type : C

Regional Sales Director at OneAmerica

St Louis, Missouri, United States

Overview

Danielle has no verified overview

Personality Overview

Objective Thinker

Precise

Critic

They are quite likely to negotiate on pricing or other key terms.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

Danielle has no verified topics they care about

Media Appearances

Danielle has no verified media appearances

Work History

11-2017
Regional Sales Director at OneAmerica
7-2016 - 11-2017
Senior Marketing Director - Advisor to Financial Service Professionals and their Clients at PLAN (Professional Life Advisors Network)
3-2013 - 7-2016
Wealth Management Consultant - Insurance Point of Sale Partner at Saybrus Partners
6-2010 - 3-2013
Owner/Managing Partner -Life with Long Term Care Agency Builder at Financial Answers for Care
5-2009 - 6-2010
Associate General Agent - Life Insurance Wholesaler at Capitas Financial

Education

1980 - 1985
Psychology and Journalism from Indiana University Bloomington
1976 - 1980
high school diploma from Concordia Lutheran

More Information

Social Presence :

Prographics :

Exp : 16 Location : St Louis, Missouri, United States Job Level : Mid-senior Designation : Regional Sales Director at OneAmerica
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Insights For Selling To Danielle

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Danielle is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Danielle

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Danielle move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Danielle take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Danielle

Personality Compatibility


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