Mark Petersen

Energizer
DISC Type : I

Chief Operating Officer at Prosperitas Financial

Santa Clarita, California, United States

Overview

As Chief Operating Officer at Prosperitas Financial, Mark Petersen directs business operations with a strategic focus on technology and marketing. An Economics graduate from UC San Diego, he leverages his background in the insurance industry and Series 7 and 66 certifications to enhance system efficiency and effectiveness for his team.

Mark possesses a unique talent for seeing things from a different perspective, a trait stemming from his childhood curiosity. He idolized MacGyver and was known for taking items apart simply to understand how they functioned, showcasing an early passion for mechanics and problem-solving that he applies to his work today.

As a child, Mark was the stereotypical engineer who idolized MacGyver and enjoyed taking things apart just to see how they worked.

Personality Overview

Enthusiastic

Imaginative

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are friendly, approachable and love to make new connections.

Topics They Care About

Operational Efficiency
As COO, his primary focus is on making systems and processes more efficient and effective for the Prosperitas team.
Fintech and Marketing
He leads the company’s business operations with a specific emphasis on leveraging technology and marketing for growth.
Insurance Industry
Began his career in the Life and Health insurance industry and previously worked as an Account Executive for an international underwriter.

Media Appearances

Mark has no verified media appearances

Work History

7-2020
Chief Operating Officer at Prosperitas Financial
4-2005 - 8-2020
Account Executive at Petersen International Underwriters

Education

2001 - 2004
Bachelor's degree from UC San Diego

More Information

Social Presence :

Prographics :

Exp : 21 Location : Santa Clarita, California, United States Job Level : Leadership Designation : Chief Operating Officer at Prosperitas Financial
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid cutting into their flow
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Mark

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Mark take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Mark

Personality Compatibility


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