Lisa Kelley

Observer
DISC Type : ic

Relationship Manager at Amwins

Sacramento, California, United States

Overview

Lisa has no verified overview

Personality Overview

Curious

Example Seeker

Assertive

They often ask many questions and rely heavily on information and documentation.  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.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

1-2026
Relationship Manager at Amwins
9-2022 - 1-2026
Vice President of Agency Development at Amwins
11-2007 - 9-2022
Sr. Marketing Representative at CSE Insurance Group

Education

Lisa has no verified education history

More Information

Social Presence :

Prographics :

Exp : 18 Location : Sacramento, California, United States Job Level : Middle Designation : Relationship Manager at Amwins
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Focus on immediate action-items rather than the larger goals
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • 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 Lisa is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Lisa

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

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Lisa take some risk or not?

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

You And Lisa

Personality Compatibility


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