Erika Grace

Examiner
DISC Type : cs

AVP Business Enablement at Principal Financial Group

Bellingham, Washington, United States

Overview

Erika has no verified overview

Personality Overview

Unexpressive

Tough To Convince

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Erika has no verified topics they care about

Media Appearances

Erika has no verified media appearances

Work History

3-2025
AVP Business Enablement at Principal Financial Group
3-2024
AVP Worksite and Retirement Services Transformation at Principal Financial Group
1-2011
Adjunct Professor at Bay Path University
5-2022 - 10-2023
VP of Financial Wellness and Product Strategy at Empower
1-2021 - 5-2022
Head of Financial Wellness and Digital Strategy at Empower

Education

2005 - 2008
MBA from Bay Path University
1995 - 2000
Management from Isenberg School of Management, UMass Amherst

More Information

Social Presence :

Prographics :

Exp : 14 Location : Bellingham, Washington, United States Job Level : Mid-senior Designation : AVP Business Enablement at Principal Financial Group
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Insights For Selling To Erika

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erika is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Erika

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Erika move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Erika take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Erika

Personality Compatibility


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