Julie Higgins

Examiner
DISC Type : sc

VP, Portfolio Manager, Lexicon Bank at Lexicon Bank

Henderson, Nevada, United States

Overview

Julie has no verified overview

Personality Overview

Unexpressive

Overcautious

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Julie has no verified topics they care about

Media Appearances

Julie has no verified media appearances

Work History

2-2022
VP, Portfolio Manager, Lexicon Bank at Lexicon Bank
2-2022
VP, Relationship Manager, City National Bank at City National Bank
8-2011 - 2-2016
VP, Private Banker, Private Client Reserve at U.S. Bank
AVP, Private Banker, The Private Bank at Wells Fargo Bank
AVP, Premier Client Manager at Bank of America

Education

Bachelor of Arts (B.A.) from Metropolitan State University of Denver

More Information

Social Presence :

Prographics :

Exp : 8 Location : Henderson, Nevada, United States Job Level : Senior Designation : VP, Portfolio Manager, Lexicon Bank at Lexicon Bank
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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
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

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

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

  • They don’t say no often, they push out the decisions or keep going around 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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