David Greene

Questioner
DISC Type : c

President at Lakeview Risk Partners, LLC

Birmingham, Alabama, United States

Overview

David has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Value Seeker

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

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

5-2016
President at Lakeview Risk Partners, LLC
10-2012 - 5-2016
Commercial Lines Manager at Cobbs Allen
12-2005 - 1-2013
Construction Account Executive - Large Account Underwriter at Travelers
5-1998 - 12-2005
Claim Account Executive at Travelers

Education

1986 - 1990
Bachelor of Science from Auburn University
1991 - 1992
MBA from University of West Florida

More Information

Social Presence :

Prographics :

Exp : 27 Location : Birmingham, Alabama, United States Job Level : N/A Designation : President at Lakeview Risk Partners, LLC
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

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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