Megan Gilbert

Energizer
DISC Type : I

AVP, Senior Financial Analyst at Woodforest National Bank

Greater Houston, United States

Overview

Megan has no verified overview

Personality Overview

Believer

Imaginative

Big Picture Person

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Megan has no verified topics they care about

Media Appearances

Megan has no verified media appearances

Work History

3-2014
AVP, Senior Financial Analyst at Woodforest National Bank
11-2012 - 3-2014
Assistant Branch Manager at Woodforest National Bank
1-2011 - 11-2012
Overnight Assistant Branch Manager at Woodforest National Bank
1-2007 - 10-2009
Financial Analyst at TCF National Bank
12-2005 - 1-2007
File Clerk at TCF National Bank

Education

2016 - 2020
Master of Business Administration (MBA) from Sam Houston State University
2008 - 2009
BBA from Walsh College

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Houston, United States Job Level : Mid-senior Designation : AVP, Senior Financial Analyst at Woodforest National Bank
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Insights For Selling To Megan

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Megan is

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

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

Insights For Deal Planning

    How fast (or slow) will Megan move?

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

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

You And Megan

Personality Compatibility


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