Jocelyn C.

Questioner
DISC Type : c

AVP, Cybersecurity at LPL Financial

San Diego, California, United States

Overview

Jocelyn 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

Jocelyn has no verified topics they care about

Media Appearances

Jocelyn has no verified media appearances

Work History

6-2014
AVP, Cybersecurity at LPL Financial
2013 - 2014
Senior Manager, Risk & Controls at PineBridge Investments
2011 - 2013
Manager, Technology Risk Management at Protiviti
2007 - 2011
Supervisor, Information Technology Audit at JetBlue Airways
2004 - 2007
Associate, Risk Assurance at PwC

Education

Certificate from Northwestern University
1-2021 - 12-2022
MicroMasters from Rochester Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 23 Location : San Diego, California, United States Job Level : N/A Designation : AVP, Cybersecurity at LPL Financial
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Insights For Selling To Jocelyn

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

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 Jocelyn 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 Jocelyn

  • 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 Jocelyn move?

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

  • Can Jocelyn take some risk or not?

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

You And Jocelyn

Personality Compatibility


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