Juliana Chabot

Enigma
DISC Type : cid

Paraplanner at Herbert Financial Group

Rochester, Michigan, United States

Overview

Juliana has no verified overview

Personality Overview

Challenger

Hard To Convince

Fast Follower

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Juliana has no verified topics they care about

Media Appearances

Juliana has no verified media appearances

Work History

8-2025
Paraplanner at Herbert Financial Group
5-2019
Retail Salesworker at Blackbird Vending
8-2023 - 5-2025
NextGen Fellow at FinServ Foundation
11-2022 - 11-2023
Recruitment Chair at Gamma Phi Beta International Sorority
5-2023 - 8-2023
Business Systems Management Intern at Ally

Education

9-2021 - 5-2025
Bachelor of Arts - BA from Michigan State University
Education details unavailable from Michigan State University Honors College

More Information

Social Presence :

Prographics :

Exp : 6 Location : Rochester, Michigan, United States Job Level : N/A Designation : Paraplanner at Herbert Financial Group
URL has been copied!

Insights For Selling To Juliana

During A Call Or A Meeting

DO's

  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Build rapport slwly without rushing, it will come handy to handle hard questions later
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Avoid long presentations and just 'high-level' value proposition, dive into the details

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juliana is

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

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Juliana move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Juliana take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Juliana

Personality Compatibility


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