David Potts

Enthusiast
DISC Type : i

Senior Vice President at Alliant Insurance Services

New York City Metropolitan Area, United States

Overview

David is a Senior Vice President at Alliant Insurance Services with over 25 years of experience. He specializes in designing and implementing large, complex multinational property insurance programs with a primary focus on the Hospitality and Real Estate industries. David holds a Bachelor of Arts from Purdue University.

His primary focus involves creating unique risk management and insurance solutions for companies that invest in, manage, and develop real estate assets, leveraging his deep industry expertise.

He holds an Associate in Risk Management (ARM) designation, a key credential in his field.

Personality Overview

Amiable & Agreeable

Consensus Focused

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Multinational Property Programs
His core expertise involves designing and implementing large, complex property programs for multinational clients.
Hospitality Risk Management
Has a specific professional concentration on meeting the unique insurance and risk management needs of the hospitality sector.
Real Estate Insurance
Dedicated to serving companies that invest in, manage, and develop real estate assets across the country.

Media Appearances

David has no verified media appearances

Work History

1-2018
Senior Vice President at Alliant Insurance Services
Senior Account Executive at Aon
Vice President- Client Advisor at Marsh
Broker at Crystal & Company

Education

Bachelor of Arts - BA from Purdue University
Education details unavailable from Bayley -Ellard Catholic High School

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Senior Vice President at Alliant Insurance Services
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from David

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will David move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can David take some risk or not?

  • They can take some low-probability risks if needed.

You And David

Personality Compatibility


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