Lynn Williams

Questioner
DISC Type : c

United States

Overview

This individual works in the financial services industry, focusing on life insurance and Long-Term Care (LTC) solutions. They partner with firms like Pacific Life and Lincoln Financial to support financial advisors serving high-net-worth clients. They hold a BS from The Ohio State University Fisher College of Business.

Committed to professional growth, they recently completed a "Customer Service Foundations" course. Their interest in Finseca, a financial security professionals organization, shows a dedication to their industrys community and standards.

They host exclusive "Elite Study Groups" to educate wealth advisors on critical planning strategies for their affluent clients.

Personality Overview

Value Seeker

Price-Sensitive

Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

LTC Insurance
Hosted a client event during LTC Awareness Month specifically to answer client questions regarding long-term care options, choices, and solutions.
HNW Client Planning
Organized an "Elite Study Group" with major wealth management firms to address the critical planning needs of high-net-worth clients.
Financial Advisor Partnerships
Actively collaborates with financial advisors, private banking, and wealth management groups to provide education and build relationships.

Media Appearances

Lynn Williams Discusses Mental Health Challenges and Barriers Women of Color Face. Featured in Pepperdine University Newsroom

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The rise of Lynn Williams. Featured in The Athletic (The New York Times)

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Friends, Family, Union Brothers and Sisters Commemorate Former USW International President Lynn Williams. Featured in United Steelworkers (USW) News

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Work History

Lynn has no verified job history

Education

BS from The Ohio State University Fisher College of Business

More Information

Social Presence :

Prographics :

Exp : N/A Location : United States Job Level : N/A Designation : N/A
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Insights For Selling To Lynn

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers
  • 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
  • Don’t try to be too friendly or informal with them
  • 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 Lynn is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Lynn

  • 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 Lynn move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Lynn take some risk or not?

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


You And Lynn

Personality Compatibility


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