Samantha Allen

Go-getter
DISC Type : d

Executive Vice President, Marketing at Merit Financial Advisors

Omaha Metropolitan Area, United States

Overview

Samantha has no verified overview

Personality Overview

Challenger

Fast-Paced

Direct & Candid

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Samantha has no verified topics they care about

Media Appearances

Samantha has no verified media appearances

Work History

12-2024
Executive Vice President, Marketing at Merit Financial Advisors
1-2025
Mentorship Program Director at FinServ Foundation
7-2024 - 12-2024
Senior Vice President, Integrated Marketing at Carson Group
7-2023 - 7-2024
Senior Vice President of Digital Marketing at Carson Group
7-2021 - 7-2023
Vice President of Digital Marketing at Carson Group

Education

Contemporary Media and Journalism from University of South Dakota
Education details unavailable from Conestoga Jr/Sr High School

More Information

Social Presence :

Prographics :

Exp : 7 Location : Omaha Metropolitan Area, United States Job Level : Leadership Designation : Executive Vice President, Marketing at Merit Financial Advisors
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Insights For Selling To Samantha

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Samantha is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Samantha

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Samantha move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Samantha take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Samantha

Personality Compatibility


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