Joshua Holmes

Examiner
DISC Type : cs

Health Benefits Expert at Independent Agent

Washington, Pennsylvania, United States

Overview

Joshua Holmes is a Pittsburgh-based Health Benefits Expert and independent insurance agent specializing in Medicare, health, and life insurance. He focuses on designing custom, cost-efficient health plans for business owners to protect their profits and improve employee retention. People who have worked with him describe him as honest, prompt, thorough, and knowledgeable.

He helps self-employed individuals qualify for tax-advantaged health coverage that is often overlooked.

Personality Overview

Process Oriented

Status Quo Seeker

Tough To Convince

Being observant comes to them naturally.  They are always well-planned and adopt a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Small Business Benefits
His professional focus is helping business owners control spending on health insurance and employee benefits while improving the quality of the plans offered.
Medicare Solutions
His independent agency specializes in Medicare, indicating a deep expertise in navigating Medicare options for clients.
Cost-Efficient Health Plans
A core part of his value proposition is helping companies that are unknowingly overspending by 10–40% on their employee benefits.

Media Appearances

Joshua has no verified media appearances

Work History

3-2011
Health Benefits Expert at Independent Agent

Education

2015 - 2026
Sales from Cardone University
2006 - 2007
Education details unavailable from Penn Commercial Business/Technical School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Washington, Pennsylvania, United States Job Level : N/A Designation : Health Benefits Expert at Independent Agent
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Insights For Selling To Joshua

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • 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.

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joshua is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Joshua

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Joshua move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Joshua take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Joshua

Personality Compatibility


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