Pamela Gerrish Nelson, CFP®, CEPA®

Supporter
DISC Type : s

FA at Edward Jones

Metro Jacksonville, United States

Overview

Pamela has no verified overview

Personality Overview

Calm

Slow To Decisions

Thoughtful In Approach

Their motivation stems from the impact that their decisions can have on the organization.
  They are good and approachable with everyone, internally and externally. They usually go by the book, following all rules and procedures.

Topics They Care About

Pamela has no verified topics they care about

Media Appearances

Pamela has no verified media appearances

Work History

8-2007
FA at Edward Jones
11-2004 - 5-2007
Private Client Manager at Bank of America Private Bank
1-1992 - 11-2004
Assistant Market Director at Banc of America Investments

Education

2006 - 2007
Bachelor's from University of Phoenix

More Information

Social Presence :

Prographics :

Exp : 33 Location : Metro Jacksonville, United States Job Level : N/A Designation : FA at Edward Jones
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Insights For Selling To Pamela

During A Call Or A Meeting

DO's

  • Pause and ask them if they have any questions
  • If possible, connect them to existing customers
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pamela is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Pamela

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Pamela move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Pamela take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Pamela

Personality Compatibility


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