Robert Click

Judge
DISC Type : Dc

Financial Services Professional at NYLIFE Securities LLC

Grand Rapids, Michigan, United States

Overview

Robert has no verified overview

Personality Overview

Objective Thinker

Generally Skeptic

Fast But Wary

They take a lot of pride in personal achievements.  They like to move fast and expect the same from others. They are not always relationship oriented.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

9-2015
Financial Services Professional at NYLIFE Securities LLC
9-2015
Agent at New York Life Insurance Company
4-2012 - 9-2015
Financial Professional at Prudential Financial

Education

Professional Development Degree from University of Michigan-Dearborn
Bachelor’s Degree from Aquinas College

More Information

Social Presence :

Prographics :

Exp : 14 Location : Grand Rapids, Michigan, United States Job Level : N/A Designation : Financial Services Professional at NYLIFE Securities LLC
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Get to the point quickly instead of spending time doing small talk
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Don't try too hard to forge relationships with them
  • Avoid being a storyteller and don’t try to oversell
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Robert

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Robert take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Robert

Personality Compatibility


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