Derek J. O'Neill, AIF, ARPC

Enthusiast
DISC Type : i

President and CEO at Regency Retirement Plan Consultants

Ramsey, New Jersey, United States

Overview

Derek has no verified overview

Personality Overview

Consensus Focused

Amiable & Agreeable

Story Driven

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

Topics They Care About

Derek has no verified topics they care about

Media Appearances

Derek has no verified media appearances

Work History

2-2011
President and CEO at Regency Retirement Plan Consultants
2-1994 - 2-2011
Vice President at Transamerica Retirement Services
Regional Director, Institutional Retirement Services at Allmerica Financial
Regional Director, Retirement Services at State Mutual

Education

Education details unavailable from American College, Chartered Insurance Institute, Kevins College

More Information

Social Presence :

Prographics :

Exp : 32 Location : Ramsey, New Jersey, United States Job Level : Leadership Designation : President and CEO at Regency Retirement Plan Consultants
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Insights For Selling To Derek

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Derek is

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

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Derek move?

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

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

You And Derek

Personality Compatibility


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