David Dale II

Questioner
DISC Type : c

Insurance Broker at Combined Insurance Service LLC

Kansas City Metropolitan Area, United States

Overview

David is a Principal and insurance specialist at Combined Insurance Service LLC, focusing on property, casualty, and life coverage. He is a 5 Star Professional award winner, and clients describe him as professional, pleasant, and an excellent communicator who provides top-notch service and fights for their best interests.

He serves on the Emerging Leaders Council for the Boys & Girls Club of Greater Kansas City and approaches his work with a compassionate, faith-based mindset. He is a former CrossFit kids coach, dedicated to helping youth develop positive life-long motor functions and movement patterns.

Unique fact: David was a certified CrossFit Level One Trainer, where he specifically coached children.

Personality Overview

Systematic

Value Seeker

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Client Advocacy
He emphasizes his commitment to fighting for his clients in any circumstance, especially during the claims process.
Youth Development
Actively involved as a council member for the Boys & Girls Club of Greater Kansas City and has experience as a kids' coach.
Affordable Insurance
States that his main professional objective is to find the most affordable and reliable insurance coverage for his clients.

Media Appearances

David Dale – Team Profile at Combined Insurance Service LLC. Featured in Combined Insurance Service LLC (official website)

See Now

Work History

1-2023
Insurance Broker at Combined Insurance Service LLC
3-2019
Emerging Leaders Council Member at Boys & Girls Club of Greater Kansas city
10-2017 - 1-2020
Crossfit Level One Trainer at Crossfit Lee's Summit
7-2006
Agent: Property, Casualty, Life& Health Specialist at Combined Insurance Services, LLC
1-2005 - 1-2006
Producer at Allstate Insurance

Education

David has no verified education history

More Information

Social Presence :

Prographics :

Exp : 20 Location : Kansas City Metropolitan Area, United States Job Level : Junior Designation : Insurance Broker at Combined Insurance Service LLC
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from David

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can David take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And David

Personality Compatibility


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