Heather Deatz

Doer
DISC Type : sd

Life Insurance Specialist at Rivercity Insurance and Financial Services

Greater St. Louis, United States

Overview

Heather is a dedicated insurance specialist focused on providing families with retirement solutions and life insurance. A University of Missouri-Columbia graduate, she is recognized for being well-organized, energetic, and customer-service oriented. She is passionate about mentoring new entrepreneurs in the insurance industry.

Deeply involved in her community, Heather previously founded and managed the Baby Kid Expo, a large family-focused event in St. Charles County. This long-running venture highlights her entrepreneurial spirit and commitment to supporting local families and businesses, passions she continues to pursue.

She recently won the 2024 Core Value Award for Attitude from Equis Financial for her positivity and resilience.

Personality Overview

Long-term Focused

Results Focused

Deliberate Doer

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Family Financial Protection
Her work is centered around providing life insurance, debt-free plans, and retirement solutions to protect families' financial futures.
Business Mentorship
She actively provides first-hand training and mentorship to help aspiring insurance business owners develop the necessary knowledge and skills to succeed.
Community Engagement
Described by peers as having the 'pulse of her community, ' she is highly involved in St. Charles County events and initiatives.

Media Appearances

Heather has no verified media appearances

Work History

8-2020
Life Insurance Specialist at Rivercity Insurance and Financial Services
3-2008 - 1-2024
Chief Executive Officer at Baby Kid Expo, LLC.
2-2006 - 1-2024
Account Representative at Community News

Education

1988 - 1992
BSBA from University of Missouri-Columbia
1984 - 1988
Education details unavailable from Parkway Central High School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater St. Louis, United States Job Level : Junior Designation : Life Insurance Specialist at Rivercity Insurance and Financial Services
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Insights For Selling To Heather

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heather is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Heather

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Heather move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Heather take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Heather

Personality Compatibility


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