Nancy Antin

Observer
DISC Type : ic

Senior Relationship Manager at Financial Engines

Norwell, Massachusetts, United States

Overview

Nancy has no verified overview

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Nancy has no verified topics they care about

Media Appearances

Nancy has no verified media appearances

Work History

6-2010 - 1-2023
Senior Relationship Manager at Financial Engines
7-2009 - 9-2009
Director of Development at Mission Schools International
1-2006 - 1-2009
Vice President - Senior Relationship Manager at Fidelity Investments
8-2004 - 1-2006
Vice President, Client Relations at Chatham Partners
1991 - 2003
Senior Vice President at State Street

Education

Bachelor of Science - BS from Villanova University
1986 - 1988
MBA from University of New Haven

More Information

Social Presence :

Prographics :

Exp : 38 Location : Norwell, Massachusetts, United States Job Level : N/A Designation : Senior Relationship Manager at Financial Engines
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Insights For Selling To Nancy

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Invite them for a social do but don’t rely solely on the relationship
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nancy is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Nancy

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Nancy move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Nancy take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Nancy

Personality Compatibility


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