Lisa Souza

Examiner
DISC Type : cs

Commercial Manager at Southcoast Insurance Group

North Dartmouth, Massachusetts, United States

Overview

Lisa has no verified overview

Personality Overview

Process Oriented

Tough To Convince

Status Quo Seeker

Being observant comes to them naturally.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

10-2021
Commercial Manager at Southcoast Insurance Group
5-2004 - 10-2021
Accounts Manager at Branco Gardner Insurance
12-1993 - 5-2004
Office Manager at All-Neads Insurance Agency

Education

Lisa has no verified education history

More Information

Social Presence :

Prographics :

Exp : 32 Location : North Dartmouth, Massachusetts, United States Job Level : Middle Designation : Commercial Manager at Southcoast Insurance Group
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Lisa

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Lisa take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Lisa

Personality Compatibility


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