Julie Proud

Questioner
DISC Type : c

Trust Manager at JTC Group

Cayman Islands

Overview

Julie has no verified overview

Personality Overview

Price-Sensitive

Value Seeker

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Julie has no verified topics they care about

Media Appearances

Julie has no verified media appearances

Work History

7-2023
Trust Manager at JTC Group
10-2021 - 7-2023
Assistant Manger at JTC Group
7-2019 - 10-2021
Trust Officer at Rawlinson & Hunter LLP
7-2019 - 10-2021
Trust Officer at R&H Trust & Corporate
1-2016 - 7-2019
Account Manager at Trident Trust

Education

BA (hons) from The University of Huddersfield
TEP from Society of Trust and Estate Practitioners

More Information

Social Presence :

Prographics :

Exp : 13 Location : Cayman Islands Job Level : Middle Designation : Trust Manager at JTC Group
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Julie

  • 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 Julie move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Julie take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Julie

Personality Compatibility


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