Jacqueline Wener

Doer
DISC Type : sd

Senior Marketing Manager at Anthem Tax Services

Santa Ana, California, United States

Overview

Jacqueline has no verified overview

Personality Overview

Deliberate Doer

Risk-Accepting

Results Focused

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Jacqueline has no verified topics they care about

Media Appearances

Jacqueline has no verified media appearances

Work History

4-2025
Senior Marketing Manager at Anthem Tax Services
11-2023 - 4-2025
Marketing Manager at TaxRise
5-2022 - 11-2023
Marketing Lead at TaxRise
10-2021 - 5-2022
Marketing Coordinator at TaxRise
5-2021 - 10-2021
Social Media Marketing Specialist at OC Wellness Physicians Medical Group- Westminster

Education

2021 - 2023
Master of Business Administration - MBA from Westcliff University
1-2017 - 1-2020
Bachelor of Arts - BA from Hochschule Trier

More Information

Social Presence :

Prographics :

Exp : 6 Location : Santa Ana, California, United States Job Level : Middle Designation : Senior Marketing Manager at Anthem Tax Services
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Insights For Selling To Jacqueline

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacqueline 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 Jacqueline

  • 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 Jacqueline move?

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

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

You And Jacqueline

Personality Compatibility


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