Rich Dailey

Enigma
DISC Type : dci

Internal Sales Director at Victory Capital

Gloucester, Massachusetts, United States

Overview

With over 25 years of experience, Rich Dailey is an Internal Sales Director at Victory Capital who excels at building productive relationships with financial professionals. He specializes in fixed income, equity, and alternative investment strategies, and holds a BA from Syracuse University.

While his professional life is focused on financial markets, he likely maintains a connection to his alma mater. Its probable he follows the Syracuse Orange collegiate sports teams.

Unique fact: He is a multi-year "Presidents Club" award winner, recognized for top sales performance and product diversification.

Personality Overview

Fast Follower

Friendly Yet Blunt

Challenger

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting proof as well as information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Topics They Care About

Alternative Investments
Considers alternative investments a specialty and recently shared information on catastrophe bonds as an asset class for portfolio diversification.
Market Trends
Actively shares commentary on market leadership shifts, such as the recent strength in small caps and international equities versus mega-cap stocks.
Retirement Solutions
Has extensive experience consulting financial professionals on retirement income strategies and the nuances of various retirement plan solutions for their clients.

Media Appearances

Rich has no verified media appearances

Work History

4-2025
Internal Sales Director at Victory Capital
2014
Regional Sales Specialist & Team Lead at Amundi US
2001 - 2014
Regional Sales Specialist at Amundi US
1997 - 2001
Variable Annuity Relationship Manager at Amundi US
1994 - 1997
Retirement Services Representative at Amundi US

Education

1989 - 1993
BA from Syracuse University

More Information

Social Presence :

Prographics :

Exp : 32 Location : Gloucester, Massachusetts, United States Job Level : Mid-senior Designation : Internal Sales Director at Victory Capital
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Insights For Selling To Rich

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them

DONT's

  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rich is

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

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Rich move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Rich take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Rich

Personality Compatibility


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