Eliza Ricordi

Wildcard
DISC Type : cis

AVP, Customer Experience at Lincoln Financial

Hartford, Connecticut, United States

Overview

Eliza has no verified overview

Personality Overview

Curious But Skeptical

ROI Driven

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Eliza has no verified topics they care about

Media Appearances

Eliza has no verified media appearances

Work History

3-2025
AVP, Customer Experience at Lincoln Financial
2-2024 - 3-2025
Sr. Consultant, Customer Experience Manager at Lincoln Financial
3-2021 - 2-2024
Sr. Consultant, Product Manager at Lincoln Financial

Education

Education details unavailable from University of Hartford

More Information

Social Presence :

Prographics :

Exp : 5 Location : Hartford, Connecticut, United States Job Level : N/A Designation : AVP, Customer Experience at Lincoln Financial
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Insights For Selling To Eliza

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Build rapport, it will come handy to handle hard questions later
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information
  • 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 Eliza is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Eliza

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Eliza move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Eliza take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Eliza

Personality Compatibility


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