Jennifer Satchell, ChFC®, FPQP™

Questioner
DISC Type : c

Director Of Operations at Black Diamond Financial Solutions

Rehoboth Beach, Delaware, United States

Overview

Jennifer has no verified overview

Personality Overview

Price-Sensitive

Systematic

Value Seeker

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

Topics They Care About

Jennifer has no verified topics they care about

Media Appearances

Jennifer has no verified media appearances

Work History

6-2021
Director Of Operations at Black Diamond Financial Solutions
11-2020 - 6-2021
AVP, Senior Advisor Associate at Wealthspire Advisors
2-2014 - 11-2020
Director Of Financial Planning at Strategic Wealth Management Group, LLC dba Wealthspire Advisors (formerly known as StratWealth)

Education

2010 - 2013
Bachelor's degree from Salisbury University - Perdue School of Business

More Information

Social Presence :

Prographics :

Exp : 11 Location : Rehoboth Beach, Delaware, United States Job Level : Mid-senior Designation : Director Of Operations at Black Diamond Financial Solutions
URL has been copied!

Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • 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 Jennifer 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 Jennifer

  • 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 Jennifer move?

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

  • Can Jennifer take some risk or not?

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

You And Jennifer

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.