Emily Welsh

Supporter
DISC Type : s

Client Servicing Coordinator at Christian John & Associates Wealth Management (Partner Practice of St James’s Place)

Cardiff, Wales, United Kingdom

Overview

Emily has no verified overview

Personality Overview

Risk-averse

Thoughtful In Approach

Procedural

They usually go by the book, following all rules and procedures.  They are unlikely to become strong champions as they don't prefer pushing other people. They maintain good relationships with everyone, internally and externally.

Topics They Care About

Emily has no verified topics they care about

Media Appearances

Emily has no verified media appearances

Work History

8-2025
Client Servicing Coordinator at Christian John & Associates Wealth Management (Partner Practice of St James’s Place)
11-2022 - 8-2025
Coordinator at St. James’s Place
9-2021 - 8-2022
Supervisor at Russell's Food and Drink
3-2019 - 9-2021
Customer Assistant at Russell's Food and Drink

Education

9-2015 - 6-2018
Bachelor of Arts - BA from Queen's University Belfast

More Information

Social Presence :

Prographics :

Exp : 6 Location : Cardiff, Wales, United Kingdom Job Level : Junior Designation : Client Servicing Coordinator at Christian John & Associates Wealth Management (Partner Practice of St James’s Place)
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Insights For Selling To Emily

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Show willingness to accommodating their needs or requests

DONT's

  • Don’t rush them to make quick decisions
  • Avoid saying anything that sounds like a risky proposition
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Emily is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Emily

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Emily move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Emily take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Emily

Personality Compatibility


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