Kelly Morrison

Questioner
DISC Type : c

Vice President at Cal-Valley Insurance Services, Inc.

Fresno, California, United States

Overview

Kelly Morrison is the Vice President of Cal-Valley Insurance, a second-generation family business she runs with her husband. With over 20 years of experience, she is a sales coach and risk advisor with a Business degree from Fresno State University. People describe her as outstanding in her field with great attention to detail.

Outside of work, Kelly is a self-described "Soccer Team Mom" and sports fanatic, particularly a huge Los Angeles Dodgers fan. She leads an active lifestyle with her two children, enjoying camping, paddle boarding, traveling, and maintaining a daily routine at Orangetheory Fitness.

She and her husband are continuing her fathers legacy by leading the family business together.

Personality Overview

Not Easily Convinced

Value Seeker

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Family Business Legacy
She co-runs the second-generation family insurance business with her husband, taking pride in perpetuating her father's legacy.
Trucking Community
Her company has a stated focus on serving the trucking community, earning their trust and respect throughout California.
Community Involvement
Enjoys giving back to the community and working with several non-profit organizations, which is also reflected in her role as a "Soccer Team Mom".

Media Appearances

Kelly has no verified media appearances

Work History

8-2003
Vice President at Cal-Valley Insurance Services, Inc.
9-2017 - 1-2019
National Advisory Council Member at Safeco Insurance
2018 CA Region Council President at Safeco Insurance
2017 CA Region Council Vice President at Safeco Insurance
Regional Council Member at Kemper

Education

2003 - 2005
Bachelor's degree from California State University, Fresno
1998 - 2003
Marketing from California State University, Long Beach

More Information

Social Presence :

Prographics :

Exp : 15 Location : Fresno, California, United States Job Level : Senior Designation : Vice President at Cal-Valley Insurance Services, Inc.
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • 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 Kelly is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kelly

  • 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 Kelly move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kelly take some risk or not?

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


You And Kelly

Personality Compatibility


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