Jim Lloyd

Questioner
DISC Type : c

Assistant Vice President, Enterprise Continuous Improvement at Lincoln Financial Group

Lincoln, Nebraska, United States

Overview

Jim has no verified overview

Personality Overview

Cautious & Analytical

Not Easily Convinced

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Jim has no verified topics they care about

Media Appearances

Jim has no verified media appearances

Work History

7-2019 - 12-2025
Assistant Vice President, Enterprise Continuous Improvement at Lincoln Financial Group
12-2017 - 6-2019
Senior Consultant, Continuous Improvement at Lincoln Financial Group
1-2015 - 12-2017
Senior Process Analyst at State Farm
8-2012 - 11-2014
Senior Client Consultant at Fiserv

Education

BSIE from University of Nebraska-Lincoln
MBA from University of Nebraska-Lincoln

More Information

Social Presence :

Prographics :

Exp : 13 Location : Lincoln, Nebraska, United States Job Level : N/A Designation : Assistant Vice President, Enterprise Continuous Improvement at Lincoln Financial Group
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jim

  • 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 Jim move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jim take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Jim

Personality Compatibility


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