Robert Edgar, AIF®

Questioner
DISC Type : c

Regional Vice President of Retirement Sales at The Standard

United States

Overview

Robert has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

1-2023
Regional Vice President of Retirement Sales at The Standard
11-2022
RVP at The Standard at The Standard
4-2017 - 1-2023
Regional Vice President at Securian Financial Group
3-2008 - 12-2016
Retirement Sales Specialist at CUNA Mutual Group
1-2005 - 3-2008
Account Executive at Mutual of America

Education

1993 - 1998
Bachelor's degree from Auburn University

More Information

Social Presence :

Prographics :

Exp : 22 Location : United States Job Level : Senior Designation : Regional Vice President of Retirement Sales at The Standard
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Robert

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Robert take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Robert

Personality Compatibility


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