Pat McGrath

Inquirer
DISC Type : cd

Retired (Vice President, Fixed Income and Private Placements) at Retired

Canada

Overview

Pat has no verified overview

Personality Overview

ROI Conscious

Hard To Convince

Judgemental

They respond well to confident salespeople.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Pat has no verified topics they care about

Media Appearances

Pat has no verified media appearances

Work History

1-2026
Retired (Vice President, Fixed Income and Private Placements) at Retired
1-2020 - 12-2025
Vice President, Fixed Income and Private Placements at Empire Life
7-2017 - 12-2019
Head of Fixed Income and Private Placements at Empire Life
7-2010 - 6-2017
Director, Private Placements at Empire Life
9-2004 - 7-2010
Director / Managing Director - Private Placements at Manulife Financial

Education

Bachelor of Commerce (B.Com.) from Dalhousie University

More Information

Social Presence :

Prographics :

Exp : 32 Location : Canada Job Level : Senior Designation : Retired (Vice President, Fixed Income and Private Placements) at Retired
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Insights For Selling To Pat

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Refer to testimonials from others in similar positions
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pat is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Pat

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Pat move?

  • Their decision making speed is somewhere in the middle.
  • Can Pat take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Pat

Personality Compatibility


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