Jeffrey Chen

Observer
DISC Type : ic

Senior Financial Accountant at Securian Financial

St Paul, Minnesota, United States

Overview

Jeffrey has no verified overview

Personality Overview

Example Seeker

Curious

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They often ask many questions and rely heavily on information and documentation. They are generally good communicators and can be hard to convince.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

3-2019
Senior Financial Accountant at Securian Financial
9-2014 - 6-2018
Associate at Forethought Financial Group, Inc.
10-2013 - 8-2014
Senior Accountant at American National Insurance (contract)
5-1995 - 5-2013
Portfolio Manager and Investment Accounting Manager at New Era Life
1993 - 1995
Assistant Production Manager - Accounting at Tru Green Chem Lawn

Education

2013 - 2016
Master's degree from Western Governors University
1986 - 1991
B.A from University of Minnesota

More Information

Social Presence :

Prographics :

Exp : 32 Location : St Paul, Minnesota, United States Job Level : N/A Designation : Senior Financial Accountant at Securian Financial
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jeffrey

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jeffrey take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Jeffrey

Personality Compatibility


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