Juanita Jeffrey

Questioner
DISC Type : c

Senior Director, Head of Global Institutional Marketing at New York Life Investment Management

New York City Metropolitan Area, United States

Overview

Juanita has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Not Easily Convinced

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Juanita has no verified topics they care about

Media Appearances

Juanita has no verified media appearances

Work History

3-2024
Senior Director, Head of Global Institutional Marketing at New York Life Investment Management
2-2022 - 3-2024
Director, Head of Institutional Marketing at New York Life Investment Management
6-2021 - 2-2022
Director, Marketing Management at PGIM
8-2017 - 6-2021
Manager, Content Marketing at PGIM
1-2016 - 8-2017
Business Acquisition & Integration at UBS

Education

2009 - 2013
Bachelor’s Degree from Bucknell University

More Information

Social Presence :

Prographics :

Exp : 12 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Senior Director, Head of Global Institutional Marketing at New York Life Investment Management
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Insights For Selling To Juanita

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juanita 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 Juanita

  • 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 Juanita move?

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

  • Can Juanita take some risk or not?

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

You And Juanita

Personality Compatibility


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