Megan Hutchens

Questioner
DISC Type : c

Division Leader at Primerica

Jurupa Valley, California, United States

Overview

Megan Hutchens is an entrepreneurial financial services professional and Division Leader at Primerica with over two years of experience. She specializes in financial education, team leadership, and marketing, holding a Bachelors degree in Business Administration and Management from Colorado Technical University.

Outside of her professional life, Megan is passionate about traveling, helping her community, and achieving financial independence. She is driven by a mission to help people reach their goals and finds joy in making others laugh and connecting with like-minded individuals.

She recently passed her SIE (Securities Industry Essentials) exam on the first try, an accomplishment she is incredibly proud of.

Personality Overview

Price-Sensitive

Value Seeker

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  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

Financial Education
Her stated mission is to help families by educating them on financial services to help them reach their short and long-term goals.
Entrepreneurship
Identifies as an entrepreneur in her professional headline and focuses on building her business within the financial services industry.
Recruiting & Coaching
Expresses that she enjoys recruiting and coaching dynamic individuals to help them succeed.

Media Appearances

Megan has no verified media appearances

Work History

12-2023
Division Leader at Primerica
4-2023 - 12-2023
District Leader at Primerica
10-2012 - 4-2023
General Manager at McDonald's

Education

4-2020 - 1-2023
Bachelor's degree from Colorado Technical University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Jurupa Valley, California, United States Job Level : Mid-senior Designation : Division Leader at Primerica
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Insights For Selling To Megan

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • 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 Megan 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 Megan

  • 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 Megan move?

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

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


You And Megan

Personality Compatibility


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