Kathy Wills

Questioner
DISC Type : c

IFS Financial Services at Western & Southern Financial Group

Cincinnati, Ohio, United States

Overview

Kathy has no verified overview

Personality Overview

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.

Topics They Care About

Kathy has no verified topics they care about

Media Appearances

Kathy has no verified media appearances

Work History

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

Education

FSS Financial Services Specialist Designation from The American College of Financial Services
Associate of Arts from University of Cincinnati

More Information

Social Presence :

Prographics :

Exp : 30 Location : Cincinnati, Ohio, United States Job Level : N/A Designation : IFS Financial Services at Western & Southern Financial Group
URL has been copied!

Insights For Selling To Kathy

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathy is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kathy

  • 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 Kathy move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kathy take some risk or not?

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


You And Kathy

Personality Compatibility


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