Julie Pinkerton, CLU®, ChFC®, LUTCF®

Inquirer
DISC Type : dc

Chief Executive Officer at Evozen, LLC

Nashville Metropolitan Area, United States

Overview

Julie has no verified overview

Personality Overview

Demanding

Judgemental

Hard To Convince

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Julie has no verified topics they care about

Media Appearances

Julie has no verified media appearances

Work History

3-2017
Chief Executive Officer at Evozen, LLC
3-2021
Contributing Writer at U.S. News & World Report
2-2016 - 3-2017
National Sales Manager - Practice Management at Pacific Life
1-2011 - 2-2016
Divisional Vice President - Regional Life Office Distribution at Pacific Life
4-2003 - 1-2011
Regional Vice President - Regional Life Distribution at Pacific Life

Education

1982 - 1985
Bachelor of Business Administration - BBA from Baylor University - Hankamer School of Business
CLU from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 29 Location : Nashville Metropolitan Area, United States Job Level : Leadership Designation : Chief Executive Officer at Evozen, LLC
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Refer to testimonials from others in similar positions
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Julie

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • Their decision making speed is somewhere in the middle.
  • Can Julie take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Julie

Personality Compatibility


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