Ken Obray, CRPC®

Pioneer
DISC Type : sdi

National Sales Manager at Asset Preservation Wealth & Tax

Gilbert, Arizona, United States

Overview

Ken has no verified overview

Personality Overview

Driven But Considerate

Dynamic But Sincere

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

Ken has no verified topics they care about

Media Appearances

Ken has no verified media appearances

Work History

10-2024
National Sales Manager at Asset Preservation Wealth & Tax
12-2019 - 10-2024
Manager, Financial Planning at Edelman Financial Engines
11-2018 - 12-2019
Business Development Team Lead at Edelman Financial Engines
7-2017 - 11-2018
Investment Advisor at Financial Engines
8-2014 - 7-2017
Financial Advisor at Merrill Edge

Education

2005 - 2011
B.A. Business Communication from W. P. Carey School of Business – Arizona State University
CRPC® from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 11 Location : Gilbert, Arizona, United States Job Level : Middle Designation : National Sales Manager at Asset Preservation Wealth & Tax
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Insights For Selling To Ken

During A Call Or A Meeting

DO's

  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Build a trustworthy relationship while keeping the product center-stage
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t hesitate from asking questions or pushing them, but take a formal approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ken is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Ken

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Ken move?

  • They are generally fast movers and can take quick decisions
  • Can Ken take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Ken

Personality Compatibility


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