Kelly Prey

Examiner
DISC Type : cs

National Sales Director - Income Solutions at Principal Financial Group

Des Moines, Iowa, United States

Overview

Kelly has no verified overview

Personality Overview

Process Oriented

Unexpressive

Status Quo Seeker

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

12-2024
National Sales Director - Income Solutions at Principal Financial Group
1-2018 - 12-2024
Managing Director - Consultant Relations at Principal Financial Group
1-2002 - 1-2018
Vice President - Retirement Sales at Principal Financial Group

Education

Education details unavailable from Dowling Catholic High School
Bachelor of Business Administration (B.B.A.) from University of Iowa

More Information

Social Presence :

Prographics :

Exp : 23 Location : Des Moines, Iowa, United States Job Level : Mid-senior Designation : National Sales Director - Income Solutions at Principal Financial Group
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kelly

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Kelly take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Kelly

Personality Compatibility


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