Joan White, CPA

Enthusiast
DISC Type : i

Tax Accountant at Marlin Business Services Corp

Waterford Works, New Jersey, United States

Overview

Joan has no verified overview

Personality Overview

Amiable & Agreeable

Optimistic

Non-Confrontational

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Joan has no verified topics they care about

Media Appearances

Joan has no verified media appearances

Work History

6-2011
Tax Accountant at Marlin Business Services Corp
6-2011
Tax Consultant at Marlin Capital Solutions
2005 - 2010
Senior Tax Accountant at American Water Works Company, Inc.
2000 - 2005
Tax Specialist at Verizon Communications, Inc.
1995 - 2000
Tax Supervisor at American Water Works Service Company

Education

1995 - 1996
Master of Science from Bentley University
Bachlor of Science from Northeastern University

More Information

Social Presence :

Prographics :

Exp : 39 Location : Waterford Works, New Jersey, United States Job Level : Senior Designation : Tax Accountant at Marlin Business Services Corp
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Insights For Selling To Joan

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries
  • 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 critical or challenge them openly, they can react defensively
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joan is

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

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Joan move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Joan take some risk or not?

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

You And Joan

Personality Compatibility


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