Keisha F.

Critic
DISC Type : C

Associate Retirement Plan Advisor at Allegiance Financial Group Advisory Services (AFGAS)

Port Charlotte, Florida, United States

Overview

Keisha has no verified overview

Personality Overview

Negotiator

Objective Thinker

Precise

They enjoy working alone and do not rely on others very often.  They are quite likely to negotiate on pricing or other key terms. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Keisha has no verified topics they care about

Media Appearances

Keisha has no verified media appearances

Work History

3-2023
Associate Retirement Plan Advisor at Allegiance Financial Group Advisory Services (AFGAS)
6-2021 - 2-2023
Senior Onboarding Specialist at Pacific Premier Bank
11-2019 - 6-2021
Retirement Plan Specialist at Empower
8-2015 - 11-2019
Sr Transition Technition at Principal Financial Group
5-2014 - 8-2015
Customer service manager at Bank of the West

Education

2009 - 2010
Cosmetology License from Xenon International Academy-Grand Island
Education details unavailable from Giltner High School

More Information

Social Presence :

Prographics :

Exp : 15 Location : Port Charlotte, Florida, United States Job Level : N/A Designation : Associate Retirement Plan Advisor at Allegiance Financial Group Advisory Services (AFGAS)
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Insights For Selling To Keisha

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Tell them what ROI they can expect
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Keisha is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Keisha

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Keisha move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Keisha take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Keisha

Personality Compatibility


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