Kevin Carlin

Trailblazer
DISC Type : DI

Regional Sales Manager at Claremont Insurance Services

Huntington Beach, California, United States

Overview

Kevin is a Regional Sales Manager for Claremont Insurance Services with over 35 years of sales experience in the Los Angeles, Orange County, and San Diego markets. He specializes in supporting small to midsize brokers in the employee benefits community and holds a B. A. from the University of San Diego. Colleagues describe him as professional, knowledgeable, and engaging.

He is passionate about networking and connecting people with new opportunities, with a particular focus on helping HR professionals during career transitions. He is an active member of the local benefits community, frequently promoting events for groups like the Orange County Employee Benefits Council (OCEBC) and CAHIP San Diego.

Unique fact: He previously worked for a Certified B Corporation®, a company dedicated to creating a positive social impact.

Personality Overview

Informal

Values Relationships

Persuasive

They will fight for you if they come to believe in you.  They are more likely to be open to unproven but exciting technologies. They like to keep things under control.

Topics They Care About

Broker Partnerships
His headline and role are focused on growing business through collaboration and providing high-touch support to small and midsize insurance brokers.
HR Community Support
He frequently shares HR job openings and promotes events for HR professionals, stating he enjoys helping them find new opportunities.
Employee Benefits
His career has been almost exclusively in the employee benefits sector, spanning dental plans, financial wellness programs, and general agency services.

Media Appearances

Kevin Carlin – Regional Sales Manager, Claremont Insurance Services (Team Profile). Featured in Claremont Insurance Services – Company Website

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Claremont Welcomes Kevin Carlin – Announcement of New Regional Sales Manager. Featured in Claremont Insurance Services – Company News Blog

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Work History

10-2024
Regional Sales Manager at Claremont Insurance Services
6-2019 - 8-2024
Director of Sales at California Dental Network
1-2019 - 6-2019
Sales Executive at SDI Staffing
4-2018 - 8-2018
Vice President, Sales, Southern California at HoneyBee Financial Wellness
8-2015 - 1-2018
Account Executive at Dental Health Services

Education

1985 - 1989
Bachelor of Arts (B.A.) from University of San Diego

More Information

Social Presence :

Prographics :

Exp : 15 Location : Huntington Beach, California, United States Job Level : Middle Designation : Regional Sales Manager at Claremont Insurance Services
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Ask them for a lunch or coffee once some rapport has been established
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Help them visualize the impact of their decision

DONT's

  • Don’t force involvement of other stakeholders unless it is critical
  • Don’t hesitate from asking questions or pushing them, but take a friendly approach
  • Do not look like someone who doesn’t know what they are talking about

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Kevin

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Kevin take some risk or not?

  • They can take risks if necessary.

You And Kevin

Personality Compatibility


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