Elizabeth R.

Examiner
DISC Type : sc

Vice President of Sales at Financial & Tax Architects

Greater Boston, United States

Overview

Elizabeth has no verified overview

Personality Overview

Tough To Convince

Status Quo Seeker

Process Oriented

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Elizabeth has no verified topics they care about

Media Appearances

Elizabeth has no verified media appearances

Work History

6-2025 - 1-2026
Vice President of Sales at Financial & Tax Architects
2020 - 6-2025
Regional Vice President - Sales and Distribution at Ameritas
2012 - 2020
Field Sales Leader at Horace Mann
2010 - 2011
Agency Sales Director at MetLife
2008 - 2010
Financial Sales Leader at Allstate

Education

1985 - 1990
BS from The University of Connecticut
1992 - 1996
MBA from University of Hartford

More Information

Social Presence :

Prographics :

Exp : 29 Location : Greater Boston, United States Job Level : N/A Designation : Vice President of Sales at Financial & Tax Architects
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Insights For Selling To Elizabeth

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Elizabeth

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Elizabeth move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Elizabeth take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Elizabeth

Personality Compatibility


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