Katie Leary

Observer
DISC Type : ci

Executive Assistant & Marketing Coordinator at First State Mortgage

Bloomington, Illinois, United States

Overview

Katie has no verified overview

Personality Overview

Assertive

Example Seeker

Curious

They often ask many questions and rely heavily on information and documentation.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

2-2014
Executive Assistant & Marketing Coordinator at First State Mortgage
9-2017 - 6-2018
Independent SeneGence/LipSense Consultant #454346 at SeneGence International
12-2012 - 1-2014
Administrative Assistant at Wintrust Mortgage
11-2006 - 12-2012
Senior Administrative Assistant at PNC Mortgage

Education

2001 - 2003
Assosicates Degree from Heartland Community College
1997 - 2001
High School Diploma from Normal Community West High School

More Information

Social Presence :

Prographics :

Exp : 11 Location : Bloomington, Illinois, United States Job Level : N/A Designation : Executive Assistant & Marketing Coordinator at First State Mortgage
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Invite them for a social do but don’t rely solely on the relationship
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Katie

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Katie take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Katie

Personality Compatibility


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