Penny McGregor

Enthusiast
DISC Type : i

Head of Operations at Avant Finance

Melbourne, Victoria, Australia

Overview

Penny is a Director and the Head of Operations at Avant Finance, with over 15 years of specialized experience providing financial solutions to medical professionals. She leverages a comprehensive understanding of their unique career-stage needs, drawing from her Bachelors Degree from Deakin University and extensive background in medical-industry lending.

She is passionate about helping professionals and their families achieve their financial goals, from first homes to complex investment portfolios. Penny actively supports the well-being of the medical community, demonstrated through her involvement in campaigns such as Crazy Socks 4 Docs, which she promotes with her team.

Unique fact: Prior to her distinguished career in finance, Penny was a Primary School Teacher.

Personality Overview

Story Driven

Non-Confrontational

Optimistic

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Medical Finance Solutions
Her entire career of over 15 years has been dedicated to providing specialized financial services for doctors, dentists, and veterinarians.
Team and Culture
Social media posts show her focus on celebrating team successes and creating a "meaningful and special place to work" at Kooyong Group.
Supporting Health Professionals
Actively shows support for the well-being of medical professionals through initiatives like the Crazy Socks 4 Docs campaign.

Media Appearances

Penny has no verified media appearances

Work History

9-2023
Head of Operations at Avant Finance
8-2021 - 9-2023
Head Of Operations at Avant Finance
3-2019 - 8-2021
Finance Specialist at Avant Finance
8-2009 - 3-2019
Residential Finance Specialist at BOQ Specialist
8-2006 - 8-2009
Commercial Finance Specialist at BOQ Specialist

Education

1998 - 2002
Bachelor's Degree from Deakin University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Melbourne, Victoria, Australia Job Level : Mid-senior Designation : Head of Operations at Avant Finance
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Insights For Selling To Penny

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Invite them for a lunch or a drink/coffee
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Penny is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Penny

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Penny move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Penny take some risk or not?

  • They can take some low-probability risks if needed.

You And Penny

Personality Compatibility


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