Jackie Washam

Enigma
DISC Type : cdi

Benefits Counselor at Sun Life Financial

Eupora, Mississippi, United States

Overview

Jackie Washam is a multi-state licensed agent and experienced Benefits Counselor with a background at Sun Life Financial. She is licensed for Life and Health insurance in all 50 states, is proficient in computer systems, and graduated from The University of Memphis.

Outside of work, Jackie has an academic background in Spanish. She also shows a personal interest in physical well-being, highlighting the importance of fundamental health principles like water, fiber, and exercise.

Unique fact: Jackie is a bonded Public Notary for both the State of Tennessee and the State of Mississippi.

Personality Overview

Challenger

Fast Follower

Hard To Convince

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Benefits Counseling
Her experience at Sun Life Financial and Assurant is centered on her role as a Benefits Counselor, a position she states she loves.
Insurance Licensing
Her professional identity is strongly tied to being a multi-state licensed agent, with Life and Health licenses in 50 states and P&C in two.
Health & Wellness
She has publicly shared her interest in the core components of a healthy lifestyle, specifically mentioning "Water, Fiber, Exercise! ".

Media Appearances

Jackie has no verified media appearances

Work History

10-2014
Benefits Counselor at Sun Life Financial
7-2008
Mail Room Clerk at EM Printing
10-2014
Benefit Counselor at Assurant Health/Sun Life
1-2013
Bonded and available through DocVerify at State of Mississippi Notary
Medicare/Group Benefits at Multi State Insurance

Education

2016 - 2021
Minor in Spanish from The University of Memphis

More Information

Social Presence :

Prographics :

Exp : 17 Location : Eupora, Mississippi, United States Job Level : N/A Designation : Benefits Counselor at Sun Life Financial
URL has been copied!

Insights For Selling To Jackie

During A Call Or A Meeting

DO's

  • Build rapport slwly without rushing, it will come handy to handle hard questions later
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jackie is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Jackie

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Jackie move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Jackie take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Jackie

Personality Compatibility


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