Kathy Wills in

Kathy Wills

Questioner · DISC type c
IFS Financial Services at Western & Southern Financial Group
📍 Cincinnati, Ohio, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
IFS Financial Services
Location
Cincinnati, Ohio, United States
Personality Overview

How Kathy shows up

Cautious & Analytical
Systematic
Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Kathy cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2012
IFS Financial Services
Western & Southern Financial Group
4-2010 - 7-2012
Annuity Internal Wholesaler
Protective Life
3-1999 - 3-2010
Inside Wholesaler
Great American Financial Resources
5-1995 - 3-1999
Sales Coordinator
Starwood Hotels & Resorts Worldwide, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
FSS Financial Services Specialist Designation
The American College of Financial Services
Associate of Arts
University of Cincinnati
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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