Lee Romero

Questioner
DISC Type : c

Account Executive at Goosehead Insurance

Orlando, Florida, United States

Overview

Lee is an Account Executive with a unique background that blends art and sales. He has a proven track record in business development at GovTech companies like CivicPlus and BS&A Software, and holds a Bachelor of Science from AdventHealth University.

Emerging from a background as an artist, Lee founded a multi-media production company that helped local businesses gain national attention. He applies this creative mindset to his professional life, finding innovative solutions to achieve results and grow community presence for businesses.

He successfully used market data and analytics to grow average sales transactions by 50% in a previous role.

Personality Overview

Value Seeker

Not Easily Convinced

Cautious & Analytical

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Topics They Care About

GovTech Solutions
Has extensive experience in business development for software companies like CivicPlus and BS&A Software, which provide solutions for local governments.
Creative Sales Approach
Leverages his background as an artist to find creative and proven solutions in the sales process, describing his passion as the "Art of Sales. "
Data-Driven Growth
In a prior role, he used market data and analytics to successfully increase the average sales transaction by 50%.

Media Appearances

Lee has no verified media appearances

Work History

8-2025
Account Executive at Goosehead Insurance
6-2024 - 6-2025
Founding Business Development Representative at BS&A Software
5-2022 - 6-2024
Business Development Specialist III at CivicPlus
4-2022 - 5-2022
Admissions Director at SV Academy
2-2022 - 3-2022
Business Development Representative Fellowship at SV Academy

Education

2-2022 - 3-2022
Sales Developement Certificate from SV Academy
Bachelor of Science - BS from AdventHealth University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Orlando, Florida, United States Job Level : N/A Designation : Account Executive at Goosehead Insurance
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Lee

  • 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 Lee move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Lee take some risk or not?

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


You And Lee

Personality Compatibility


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