Kerry Wallis ACCA

Observer
DISC Type : ci

Expense Business Partner at St. James’s Place

Tewkesbury, England, United Kingdom

Overview

Kerry has no verified overview

Personality Overview

Curious

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Kerry has no verified topics they care about

Media Appearances

Kerry has no verified media appearances

Work History

8-2021 - 9-2025
Expense Business Partner at St. James’s Place
1-2016 - 8-2021
Finance Business Partner at Sims Metal Management Limited
11-2011 - 10-2015
Management Roles at Friends Life UK
1-2011 - 11-2012
Management roles at Vertex Financial Services
10-2003 - 9-2008
Customer service & Mortgage Manager roles at HSBC

Education

BA from University of Gloucestershire
GCSEs from Mounts Bay School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Tewkesbury, England, United Kingdom Job Level : N/A Designation : Expense Business Partner at St. James’s Place
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Insights For Selling To Kerry

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Persuade objectively how your product will help them achieve their goals
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kerry is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Kerry

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

Insights For Deal Planning

    How fast (or slow) will Kerry move?

  • They like to analyze well and then make their decisions.
  • Can Kerry take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Kerry

Personality Compatibility


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