Jeff Forman, FSA

Examiner
DISC Type : cs

Partner - Head of U.S. Data Transformation & Analytics at Aon

Greater Philadelphia, United States

Overview

Jeff has no verified overview

Personality Overview

Late Adopter

Tough To Convince

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are thorough and always follow a systematic approach.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

8-2022
Partner - Head of U.S. Data Transformation & Analytics at Aon
2018 - 8-2022
Senior Director and U.S. Data Solutions Leader at Willis Towers Watson
6-2000 - 8-2022
Senior Consulting Actuary at Willis Towers Watson

Education

1996 - 2000
Actuarial Science from Temple University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Partner - Head of U.S. Data Transformation & Analytics at Aon
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jeff

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Jeff take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Jeff

Personality Compatibility


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