Marcie Carvalho

Questioner
DISC Type : c

Regional Vice President at Transamerica

Golden, Colorado, United States

Overview

Marcie has no verified overview

Personality Overview

Systematic

Not Easily Convinced

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Marcie has no verified topics they care about

Media Appearances

Marcie has no verified media appearances

Work History

10-2021
Regional Vice President at Transamerica
12-2020 - 10-2021
Regional Director at Financial Distributors Group
12-2019 - 11-2020
Regional Vice President at Transamerica
2-2007 - 12-2019
Senior Internal Wholesaler at Transamerica
8-2005 - 2-2007
Account Executive/Area Manager at Countrywide Home Loans

Education

2001 - 2005
Bachelor of Arts (BA) from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 22 Location : Golden, Colorado, United States Job Level : Senior Designation : Regional Vice President at Transamerica
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Insights For Selling To Marcie

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • 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 Marcie 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 Marcie

  • 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 Marcie move?

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

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


You And Marcie

Personality Compatibility


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