Heather Ulz

Collaborator
DISC Type : si

EVP Operations at Simplicity Group

San Diego, California, United States

Overview

Heather has no verified overview

Personality Overview

Consensus Builder

Example Driven

Good Listener

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to opt for solutions that are proven in the market. Scenarios where both sides can come out as winners appeal to them greatly.

Topics They Care About

Heather has no verified topics they care about

Media Appearances

Heather has no verified media appearances

Work History

1-2024
EVP Operations at Simplicity Group
8-2022
Principal, Partner at Simplicity San Diego, LifePro
2-2016 - 8-2022
Chief Executive Officer at LifePro Financial
12-2006 - 2-2016
Chief Operating Officer at LifePro Financial
VP of Operations at LifePro

Education

Psychology from George Mason University

More Information

Social Presence :

Prographics :

Exp : 19 Location : San Diego, California, United States Job Level : Leadership Designation : EVP Operations at Simplicity Group
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Insights For Selling To Heather

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Show genuine interest in solving their problems
  • If possible, involve their colleagues in the sales process

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t get into excessive details unless prompted
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heather is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Heather

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Heather move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Heather take some risk or not?

  • They probably won’t put a lot at risk.

You And Heather

Personality Compatibility


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