Julie Berger, MBA

Examiner
DISC Type : cs

Head of CRM Support at Guardian Life

United States

Overview

Julie has no verified overview

Personality Overview

Unexpressive

Tough To Convince

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Julie has no verified topics they care about

Media Appearances

Julie has no verified media appearances

Work History

7-2024
Head of CRM Support at Guardian Life
6-2022
Project Manager, Sales Growth and Enablement at Guardian Life
7-2019 - 7-2022
Sr. Business Development and Training Specialist, Sales Growth and Enablement at Guardian Life
4-2012
Adjunct Instructor at McCann School of Business and Technology
3-2003 - 1-2012
Education Supervisor at Lincoln Tech

Education

Master of Business Administration (MBA) from DeSales University
2011 - 2012
Bachelor of Science (B.S.) from Bellevue University

More Information

Social Presence :

Prographics :

Exp : 26 Location : United States Job Level : Mid-senior Designation : Head of CRM Support at Guardian Life
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie 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 Julie

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

Insights For Deal Planning

    How fast (or slow) will Julie move?

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

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

You And Julie

Personality Compatibility


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