Keith Lennon

Observer
DISC Type : ic

Relationship Executive at Financial Engines

Tacoma, Washington, United States

Overview

Keith has no verified overview

Personality Overview

Assertive

Value Driven

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Keith has no verified topics they care about

Media Appearances

Keith has no verified media appearances

Work History

5-2018
Relationship Executive at Financial Engines
6-2011 - 4-2018
Director, Defined Contribution Solutions at Russell Investments
11-2009 - 7-2011
Director, Product at Russell Investments
4-2007 - 11-2009
Director, Client Service at Russell Investments
3-2005 - 2-2007
Core Client Business Manager at Russell Investments

Education

BA from Pacific Lutheran University - School of Business

More Information

Social Presence :

Prographics :

Exp : 23 Location : Tacoma, Washington, United States Job Level : N/A Designation : Relationship Executive at Financial Engines
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Insights For Selling To Keith

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Be prepared for a lot of questions, answer them objectively
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Keith is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Keith

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

Insights For Deal Planning

    How fast (or slow) will Keith move?

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

  • They evaluate their decisions systematically and are less likely to take risks.

You And Keith

Personality Compatibility


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