Jeff W.

Questioner
DISC Type : c

Senior Consulting Actuary at Wakely Consulting Group

Greater Minneapolis-St. Paul Area, United States

Overview

Jeff has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Value Seeker

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

1-2026
Senior Consulting Actuary at Wakely Consulting Group
9-2023 - 1-2026
Consulting Actuary at Wakely Consulting Group
3-2022 - 9-2023
Senior Actuary at SWORD Health
3-2021 - 3-2022
Actuary Manager at Optum
5-2018 - 3-2021
Actuarial Senior Consultant at Optum

Education

2007 - 2011
Bachelor of Business Administration (B.B.A.) from University of Wisconsin-Madison

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Minneapolis-St. Paul Area, United States Job Level : N/A Designation : Senior Consulting Actuary at Wakely Consulting Group
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff 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 Jeff

  • 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 Jeff move?

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

  • Can Jeff take some risk or not?

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

You And Jeff

Personality Compatibility


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