Patty Jacobsen, CPA, MBA

Observer
DISC Type : ci

Chief Financial Officer and SVP at Southern Farm Bureau Casualty Insurance Company

Madison, Mississippi, United States

Overview

Patty has no verified overview

Personality Overview

Curious

Value Driven

Example Seeker

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

Topics They Care About

Patty has no verified topics they care about

Media Appearances

Patty has no verified media appearances

Work History

11-2023
Chief Financial Officer and SVP at Southern Farm Bureau Casualty Insurance Company
1-2020 - 10-2023
Vice President Finance at Southern Farm Bureau Casualty Insurance Company
4-2018 - 12-2019
Director of Finance at Colorado Farm Bureau Insurance
9-2012 - 4-2018
President and Owner at Balanced Books Accounting Solutions, LLC
Senior Financial Analyst at Pinnacol Assurance

Education

Master of Business Administration - MBA from University of Colorado
Bachelor of Arts - BA from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 13 Location : Madison, Mississippi, United States Job Level : Leadership Designation : Chief Financial Officer and SVP at Southern Farm Bureau Casualty Insurance Company
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Insights For Selling To Patty

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patty is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Patty

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

Insights For Deal Planning

    How fast (or slow) will Patty move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Patty take some risk or not?

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

You And Patty

Personality Compatibility


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