Jessica Quaid Menendez

Enthusiast
DISC Type : i

Director of Operations at Sandy Morris Financial and Estate Planning Services, LLC

Tampa, Florida, United States

Overview

Jessica has no verified overview

Personality Overview

Amiable & Agreeable

Consensus Focused

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Jessica has no verified topics they care about

Media Appearances

Jessica has no verified media appearances

Work History

8-2025 - 2-2026
Director of Operations at Sandy Morris Financial and Estate Planning Services, LLC
8-2022 - 7-2025
Director of Operations at Northwestern Mutual
6-2021 - 6-2023
Founder and Chief Executive Officer at The Gift Matchmaker
10-2013 - 5-2021
Director of Planning & Operations at Northwestern Mutual
6-2013 - 9-2013
Director of Marketing and Communications at Northwestern Mutual

Education

Jessica has no verified education history

More Information

Social Presence :

Prographics :

Exp : 14 Location : Tampa, Florida, United States Job Level : N/A Designation : Director of Operations at Sandy Morris Financial and Estate Planning Services, LLC
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Insights For Selling To Jessica

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jessica is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Jessica

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Jessica move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Jessica take some risk or not?

  • They can take some low-probability risks if needed.

You And Jessica

Personality Compatibility


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