Josiah Herman

Examiner
DISC Type : sc

Associate at Nittany Lion Consulting Group

Wayne, Pennsylvania, United States

Overview

Josiah Herman is a student at Penn States Smeal College of Business active in the selective Sapphire Leadership Program and the Nittany Lion Consulting Group. He gained diverse experience in wealth management, assurance, and tax during a financial services internship with CliftonLarsonAllen.

Outside of his studies, Josiah is a member of the Penn State Club Water Polo team. He also holds a strong interest in other sports, including basketball and Mixed Martial Arts, as well as history.

During a single summer internship, he worked across three distinct financial service lines: wealth management, assurance, and tax.

Personality Overview

Overcautious

Process Oriented

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Business Consulting
As an associate for the Nittany Lion Consulting Group, he works on business development projects for industry clients.
Leadership Development
He is a member of the selective Sapphire Leadership Academic Program, which focuses on developing leadership skills for business professionals.
Financial Services
Gained hands-on experience in wealth management, assurance, and tax during his summer internship at CliftonLarsonAllen.

Media Appearances

Josiah has no verified media appearances

Work History

11-2024
Associate at Nittany Lion Consulting Group
8-2024
Distinguished Member at Sapphire Leadership Academic Program
6-2023 - 8-2023
Summer Intern at CLA (CliftonLarsonAllen)

Education

8-2024 - 5-2028
Bachelor of Science - BS from Penn State University
8-2020 - 6-2024
High School Diploma - Magna Cum Laude from Upper Merion Area High School

More Information

Social Presence :

Prographics :

Exp : 1 Location : Wayne, Pennsylvania, United States Job Level : Mid-senior Designation : Associate at Nittany Lion Consulting Group
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Insights For Selling To Josiah

During A Call Or A Meeting

DO's

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

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • 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 Josiah 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 Josiah

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Josiah move?

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

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

You And Josiah

Personality Compatibility


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