Katie Cumalat

Go-getter
DISC Type : d

Regional Vice President, West at Corebridge Financial

Folsom, California, United States

Overview

Katie has no verified overview

Personality Overview

Challenger

Direct & Candid

Self-Confident

They care equally about the product and its potential impact.  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

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

8-2025
Regional Vice President, West at Corebridge Financial
9-2024 - 8-2025
Executive Vice President at Pinney Insurance Center, Inc
10-2015 - 8-2025
Vice President Sales at Pinney Insurance Center, Inc
12-2012 - 10-2015
Director of Sales and Operations at IntelliQuote
8-2004 - 12-2012
Sales Manager at Pinney Insurance Center, Inc

Education

1997 - 1999
Liberal Arts and Sciences/Liberal Studies from Sierra College
1994 - 1997
Education details unavailable from Rocklin High School

More Information

Social Presence :

Prographics :

Exp : 22 Location : Folsom, California, United States Job Level : Senior Designation : Regional Vice President, West at Corebridge Financial
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

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

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

Insights For Deal Planning

    How fast (or slow) will Katie move?

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

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

You And Katie

Personality Compatibility


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