Elizabeth Mortensen-Olic

Evaluator
DISC Type : dcs

Chief Marketing Officer at Strategy Financial Group

Phoenix, Arizona, United States

Overview

Elizabeth has no verified overview

Personality Overview

Thorough Evaluator

Fast But Analytical

Quality Focused

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Elizabeth has no verified topics they care about

Media Appearances

Elizabeth has no verified media appearances

Work History

1-2025
Chief Marketing Officer at Strategy Financial Group
10-2015 - 12-2024
Director of Marketing at Strategy Financial Group
10-2013 - 8-2015
National Marketing Manager at Gilbane Building Company
2-2010 - 9-2013
Marketing Manager at ProPoint Graphics (now Modicum Agency)
2-2008 - 10-2009
Marketing Manager at National Future Benefits, Inc.

Education

2003 - 2006
BS Management / Marketing Concentration from Boston University
Architecture from Boston Architectural College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Phoenix, Arizona, United States Job Level : Leadership Designation : Chief Marketing Officer at Strategy Financial Group
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Insights For Selling To Elizabeth

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Elizabeth

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Elizabeth move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Elizabeth take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Elizabeth

Personality Compatibility


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