Erica McNab

Enthusiast
DISC Type : i

Consumer Direct Assistant Team Lead at Mutual of Omaha Reverse Mortgage

Charlotte Metro, United States

Overview

Erica has no verified overview

Personality Overview

Story Driven

Optimistic

Amiable & Agreeable

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Erica has no verified topics they care about

Media Appearances

Erica has no verified media appearances

Work History

7-2024
Consumer Direct Assistant Team Lead at Mutual of Omaha Reverse Mortgage
8-2023
Reverse Mortgage Loan Officer at Finance of America Reverse
3-2020 - 8-2023
Sales Team Lead at Longbridge Financial, LLC
3-2020 - 2-2021
Reverse Mortgage Loan Officer at Longbridge Financial, LLC
6-2017 - 1-2020
Financial Consultant at Regions Bank

Education

Bachelor of Arts (B.A.) from University at Buffalo

More Information

Social Presence :

Prographics :

Exp : 14 Location : Charlotte Metro, United States Job Level : Mid-senior Designation : Consumer Direct Assistant Team Lead at Mutual of Omaha Reverse Mortgage
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Insights For Selling To Erica

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Speak from experience about success that the product has seen with other customers
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erica is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Erica

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Erica move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Erica take some risk or not?

  • They can take some low-probability risks if needed.

You And Erica

Personality Compatibility


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