Dianna Petersen

Critic
DISC Type : C

Financial Services Professional at Definitive Financial & Insurance Services

Roseville, California, United States

Overview

Dianna Petersen is the Broker/CEO of Definitive Financial & Insurance Services with 20 years of experience. A graduate of California State University-Sacramento, she specializes in designing company benefit plans to attract and retain talent, and also helps individuals and families navigate Medicare options.

Demonstrating a commitment to her local business community, Dianna is an active participant in the South Placer Business Network, where she contributes as the organizations Secretary and has been a featured speaker.

Unique fact: She holds a leadership position as Secretary for the South Placer Business Network, actively supporting local commerce.

Personality Overview

Objective Thinker

Critic

ROI Driven

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

Topics They Care About

Employee Retention
Helps small and mid-sized businesses design and manage employer-sponsored benefits to attract and retain great people.
Medicare Navigation
Specializes in simplifying the complexities of Medicare for seniors, families, and caregivers, offering clear and personalized guidance.
Health Insurance Education
Frequently shares advice on understanding insurance policies, the importance of annual checkups, and utilizing benefits to avoid unexpected costs.

Media Appearances

Dianna has no verified media appearances

Work History

9-2018
Financial Services Professional at Definitive Financial & Insurance Services
6-2016 - 9-2018
Financial Services Professional at MassMutual Northern California
4-2015 - 5-2016
Benefits Specialist at Owen-Dunn Insurance Services
5-2003 - 4-2015
Account Manager at Miner Financial & Insurance

Education

2003 - 2007
Bachelor of Arts (BA) from California State University-Sacramento

More Information

Social Presence :

Prographics :

Exp : 22 Location : Roseville, California, United States Job Level : N/A Designation : Financial Services Professional at Definitive Financial & Insurance Services
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Insights For Selling To Dianna

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready for penetrating questions and critical examination of your pitch

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
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dianna is

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

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

Insights For Deal Planning

    How fast (or slow) will Dianna move?

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

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

You And Dianna

Personality Compatibility


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