Nate Miles, MBA, RICP®

Critic
DISC Type : C

Director of Annuity Marketing at Advisors Excel

Topeka, Kansas, United States

Overview

Nate has no verified overview

Personality Overview

Critic

Precise

Objective Thinker

They like to do things independently and don’t look for support from others.  They are quite likely to negotiate on pricing or other key terms. They choose to analyze logically and value facts to emotions.

Topics They Care About

Nate has no verified topics they care about

Media Appearances

Nate has no verified media appearances

Work History

3-2025
Director of Annuity Marketing at Advisors Excel
6-2017
Case Design Manager at Advisors Excel
6-2016
Director of Case Design at Advisors Excel at Advisors Excel
5-2007 - 9-2013
Sales Account Manager at Aviva

Education

2010 - 2012
Master of Business Administration (M.B.A.) from Baker University
1999 - 2004
Bachelor of Science in Journalism from The University of Kansas

More Information

Social Presence :

Prographics :

Exp : 16 Location : Topeka, Kansas, United States Job Level : Mid-senior Designation : Director of Annuity Marketing at Advisors Excel
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Insights For Selling To Nate

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nate is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Nate

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Nate move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Nate take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Nate

Personality Compatibility


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