J. M.

Questioner
DISC Type : c

Client Manager, Construction Surety RIBO, ACSB at NFP, an Aon company (Canada)

Canada

Overview

J. has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Price-Sensitive

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

J. has no verified topics they care about

Media Appearances

J. has no verified media appearances

Work History

5-2022
Client Manager, Construction Surety RIBO, ACSB at NFP, an Aon company (Canada)
12-2021 - 4-2022
Bond Services Associate RIBO at Petrela, Winter & Associates
8-2020 - 12-2021
Senior Surety Associate RIBO at Ai Insurance Organization Inc.
7-2016 - 6-2020
Surety Administrator RIBO at Rosenberg & Parker of Canada, Inc.

Education

2022 - 2023
A.C.S.B. (Associateship in Canadian Surety Bonding) from Surety Association of Canada
2022 - 2023
CRM - Canadian Risk Management from Wilfrid Laurier University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Canada Job Level : Middle Designation : Client Manager, Construction Surety RIBO, ACSB at NFP, an Aon company (Canada)
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Insights For Selling To J.

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with J. is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from J.

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will J. move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can J. take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And J.

Personality Compatibility


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