Romy Bermudez

Wildcard
DISC Type : csi

Sales Director at JAR Insurance Services

Bakersfield, California, United States

Overview

Romy has no verified overview

Personality Overview

Requires Proof

ROI Driven

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Romy has no verified topics they care about

Media Appearances

Romy has no verified media appearances

Work History

10-2019
Sales Director at JAR Insurance Services
12-2013 - 8-2017
Direct Agent at Anthem Blue Cross
5-2009 - 12-2013
Senior Health Plan Consultant at CareMore Health Plan / Anthem Blue Cross

Education

1992 - 1995
Education details unavailable from Alisal High School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Bakersfield, California, United States Job Level : Mid-senior Designation : Sales Director at JAR Insurance Services
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Insights For Selling To Romy

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Romy is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Romy

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Romy move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Romy take some risk or not?

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

You And Romy

Personality Compatibility


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