Linsey Poletti

Observer
DISC Type : ci

RIA Marketing Manager, Independent Advisor Solutions at SEI

Oaks, Pennsylvania, United States

Overview

Linsey has no verified overview

Personality Overview

Example Seeker

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Linsey has no verified topics they care about

Media Appearances

Linsey has no verified media appearances

Work History

9-2021
RIA Marketing Manager, Independent Advisor Solutions at SEI
11-2020 - 9-2021
Digital Marketing Manager, SEI Global Marketing at SEI
4-2011 - 11-2020
Senior Meeting Planner at SEI
8-2007 - 4-2011
Director of Sales at ARAMARK, M&T Bank Stadium
5-2006 - 8-2007
Pregame Coordinator at ARAMARK, M&T Bank Stadium

Education

2002 - 2006
Bachelor of Science from Widener University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Oaks, Pennsylvania, United States Job Level : Middle Designation : RIA Marketing Manager, Independent Advisor Solutions at SEI
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Insights For Selling To Linsey

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Linsey is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Linsey

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Linsey move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Linsey take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Linsey

Personality Compatibility


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