James Foote, CRPS

Questioner
DISC Type : c

Vice President-Head of Corporate Retirement Plans at C&N

Greater Philadelphia, United States

Overview

James has no verified overview

Personality Overview

Value Seeker

Not Easily Convinced

Cautious & Analytical

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to fully evaluate every situation. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

9-2023
Vice President-Head of Corporate Retirement Plans at C&N
10-2022 - 8-2023
Corporate Retirement Plan Advisor at Stonebridge Financial Group, LLC
1-2021 - 8-2022
Vice President Sales & Marketing at RetireWell Administrators, Inc.
8-1994 - 1-2021
Regional Sales Director-Retirement Service at OneAmerica
12-1991 - 7-1994
Retirement Sales Consultant at The Copeland Companies

Education

1986 - 1990
Bachelor's degree from University of Dayton
1982 - 1986
Education details unavailable from Conwell-Egan Catholic High School

More Information

Social Presence :

Prographics :

Exp : 34 Location : Greater Philadelphia, United States Job Level : N/A Designation : Vice President-Head of Corporate Retirement Plans at C&N
URL has been copied!

Insights For Selling To James

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from James

  • 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 James move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can James take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And James

Personality Compatibility


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