Sam Barletta

Observer
DISC Type : ic

District Manager at Tristate Financial Advisors

Philadelphia, Pennsylvania, United States

Overview

Sam has no verified overview

Personality Overview

Example Seeker

Curious

Value Driven

They ask a lot of questions and rely heavily on information and collaterals.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Sam has no verified topics they care about

Media Appearances

Sam has no verified media appearances

Work History

1-2024
District Manager at Tristate Financial Advisors
3-2023 - 1-2024
Associate Financial Advisor at Tristate Financial Advisors
2-2023 - 3-2023
Junior Financial Advisor at Tristate Financial Advisors
8-2022 - 2-2023
Junior Financial Consultant at Tristate Financial Advisors
11-2021 - 1-2022
Accounting Intern at Seagis Property Group

Education

Education details unavailable from Chestnut Hill College

More Information

Social Presence :

Prographics :

Exp : 4 Location : Philadelphia, Pennsylvania, United States Job Level : Middle Designation : District Manager at Tristate Financial Advisors
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Share testimonials from known people and give multiple examples of product value
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

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

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They like to analyze well and then make their decisions.
  • Can Sam take some risk or not?

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

You And Sam

Personality Compatibility


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