Kathy Haase

Examiner
DISC Type : cs

President of Marshall & Sterling Employee Benefits at Marshall & Sterling

Poughkeepsie, New York, United States

Overview

Kathy has no verified overview

Personality Overview

Late Adopter

Tough To Convince

Process Oriented

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. Being observant comes to them naturally.

Topics They Care About

Kathy has no verified topics they care about

Media Appearances

Kathy has no verified media appearances

Work History

1-2023
President of Marshall & Sterling Employee Benefits at Marshall & Sterling
6-2017 - 1-2023
Vice President - Manager, Account Operations & Services at Marshall & Sterling
10-2010 - 1-2023
Account Manager at Marshall & Sterling
12-2005 - 10-2010
Sales Assistant at EmblemHealth
10-2003 - 12-2005
Marketing Assistant at MVP Health Care

Education

1995 - 1999
Bachelor's degree from Binghamton University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Poughkeepsie, New York, United States Job Level : Junior Designation : President of Marshall & Sterling Employee Benefits at Marshall & Sterling
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Insights For Selling To Kathy

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathy is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kathy

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

Insights For Deal Planning

    How fast (or slow) will Kathy move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Kathy take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Kathy

Personality Compatibility


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