Sam Long

Energizer
DISC Type : I

Retired at None

Las Vegas, Nevada, United States

Overview

Sam is a retired financial services professional with extensive experience, including roles as Director of Business Development and Education at Reilly Financial Advisors and Branch Manager at Scottrade and TD Ameritrade. He holds a Bachelors degree from Concordia College. People who have worked with him describe him as detail-oriented, diligent, and a hard worker.

Currently, Sam is enjoying his retirement with a focus on playing golf. While dedicated to his leisure, he remains open and is actively looking for new opportunities that may come his way, indicating a desire to stay engaged and explore new ventures.

He once held a role as a Workshop Director where he sold and marketed educational trading packages directly to potential investment students.

Personality Overview

Full Of Energy

Believer

Enthusiastic

They are friendly, approachable and love to make new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Financial Education
Served as Director of Business Development and Education and also sold educational trading packages to investment students at TD Ameritrade.
Wealth Management
His experience at Reilly Financial Advisors, an independent Registered Investment Advisor, points to a deep background in managing client assets and financial goals.
Playing Golf
Explicitly mentions playing golf as a primary activity and interest during his retirement.

Media Appearances

Sam has no verified media appearances

Work History

1-2019
Retired at None
10-2013 - 1-2019
Director of Business Development and Education at Reilly Financial Advisors
8-2012 - 10-2013
Branch Manager at Scottrade
4-2011 - 5-2012
Workshop Director at TD Ameritrade
8-2009 - 3-2011
Branch Manager at TD Ameritrade

Education

1987 - 1989
Bachelor's degree from Concordia College
1977 - 1978
Associate's degree from College of Lake County

More Information

Social Presence :

Prographics :

Exp : 27 Location : Las Vegas, Nevada, United States Job Level : N/A Designation : Retired at None
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk anecdotally about the customer experience that your product offers
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Sam

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Sam take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Sam

Personality Compatibility


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