Max Luttinger

Energizer
DISC Type : I

Senior Financial Analyst at Equitable

Charlotte, North Carolina, United States

Overview

Max has no verified overview

Personality Overview

Imaginative

Big Picture Person

Informal

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. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Max has no verified topics they care about

Media Appearances

Max has no verified media appearances

Work History

11-2023
Senior Financial Analyst at Equitable
9-2017 - 11-2023
Manager of Real Estate Strategy, Analytics and Reporting at Equitable
5-2015 - 9-2017
Financial Officer at Pyramid Management Group
6-2014 - 9-2014
Marketing Data Analytics Intern at Eaton's Crouse-Hinds Business

Education

2011 - 2015
B.S. Accounting from State University of New York at Oswego

More Information

Social Presence :

Prographics :

Exp : 11 Location : Charlotte, North Carolina, United States Job Level : Middle Designation : Senior Financial Analyst at Equitable
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Insights For Selling To Max

During A Call Or A Meeting

DO's

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

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Max is

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

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

Insights For Deal Planning

    How fast (or slow) will Max move?

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

  • They can accept limited risks, ones that they think will not impact them personally.

You And Max

Personality Compatibility


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