Josh Bean

Observer
DISC Type : ci

Director - Capital Strategy at Transamerica

Marion, Iowa, United States

Overview

Josh has no verified overview

Personality Overview

Value Driven

Assertive

Curious

They are generally strong communicators and are not easy to convince.  They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Josh has no verified topics they care about

Media Appearances

Josh has no verified media appearances

Work History

11-2016
Director - Capital Strategy at Transamerica
9-2014 - 11-2016
Assistant Controller (Senior Manager) of Capital & Structure Reporting at Transamerica
11-2010 - 9-2014
Manager of Capital & Regulatory Reporting at Transamerica
6-2005 - 11-2010
Manager at PricewaterhouseCoopers, LLP

Education

2002 - 2004
Master of Accountancy (MAcc) from University of Denver
2002 - 2004
Master of Business Administration (MBA) from University of Denver - Daniels College of Business

More Information

Social Presence :

Prographics :

Exp : 20 Location : Marion, Iowa, United States Job Level : Mid-senior Designation : Director - Capital Strategy at Transamerica
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Insights For Selling To Josh

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Share testimonials from known people and give multiple examples of product value
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Josh is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Josh

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Josh move?

  • They like to analyze well and then make their decisions.
  • Can Josh take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Josh

Personality Compatibility


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