Matt Sathe

Energizer
DISC Type : I

Owner/Managing Partner at KeyBridge Insurance Solutions

Cincinnati, Ohio, United States

Overview

Matt Sathe is the Owner and Managing Partner of KeyBridge Insurance Solutions, based in the Cincinnati area. His career in the financial services industry includes roles at MCF, Nationwide Financial, and NFP. He is an alumnus of the University of Dayton.

Outside of his professional work, Matt is deeply involved in his community. He serves on the Board of Trustees for the Cancer Support Community of Greater Cincinnati-Northern Kentucky and actively supports other local nonprofits, including the Life Learning Center.

He publicly gave a toast in honor of his father, Bob Sathe, at a charity gala in 2022.

Personality Overview

Imaginative

Informal

Enthusiastic

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are people oriented, friendly and like creating new connections.

Topics They Care About

Community Philanthropy
Serves on the Board of Trustees for the Cancer Support Community and supports the Life Learning Center, demonstrating a commitment to local causes.
Insurance Solutions
As the owner and managing partner of KeyBridge Insurance Solutions, this is his core professional focus.
Financial Advisory Networks
His interest in Lion Street suggests he values connections with networks of independent financial and insurance advisors.

Media Appearances

Matt has no verified media appearances

Work History

5-2022
Owner/Managing Partner at KeyBridge Insurance Solutions
12-2020 - 5-2022
Director KeyBridge Insurance Solutions at KeyBridge Insurance Solutions
1-2014 - 12-2020
Consultant at MCF
9-2011 - 1-2014
Regional Internal Consultant: Life Sales at Nationwide Financial
8-2010 - 8-2011
Sales Support Manager at NFP

Education

2005 - 2009
Education details unavailable from University of Dayton

More Information

Social Presence :

Prographics :

Exp : 15 Location : Cincinnati, Ohio, United States Job Level : N/A Designation : Owner/Managing Partner at KeyBridge Insurance Solutions
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Share some stories about how you you have helped people in similar positions succeed
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Matt

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Matt take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Matt

Personality Compatibility


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