John Allen

Examiner
DISC Type : cs

Vice President Account Executive at HealthEquity

Brentwood, Tennessee, United States

Overview

John has no verified overview

Personality Overview

Status Quo Seeker

Tough To Convince

Process Oriented

They are thorough and always follow a systematic approach.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. Being observant comes to them naturally.

Topics They Care About

John has no verified topics they care about

Media Appearances

John has no verified media appearances

Work History

9-2022
Vice President Account Executive at HealthEquity
10-2014 - 1-2022
VP, Account Executive - Health Savings Accounts at Fidelity Investments
2-2008 - 10-2014
VP, Solution Architect at Fidelity Investments
2-2005 - 2-2008
VP Service Delivery Leader at Fidelity Investments
9-1998 - 9-2000
Director, Health and Welfare Client Services at Fidelity Investments

Education

1985 - 1989
Education details unavailable from Cornell University
1992 - 1997
Master of Business Administration (MBA) from Boston University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Brentwood, Tennessee, United States Job Level : Leadership Designation : Vice President Account Executive at HealthEquity
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from John

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can John take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And John

Personality Compatibility


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