Sandy Birdsong, CPA,

Organizer
DISC Type : Sd

ERISA Consultant and Relationship Management at Milliman

Broken Arrow, Oklahoma, United States

Overview

Sandy has no verified overview

Personality Overview

Thoughtfully Quick

Slow Starter

Trusting Of Others

Reading between the lines and seeing beyond your words comes naturally to them.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Sandy has no verified topics they care about

Media Appearances

Sandy has no verified media appearances

Work History

4-2012
ERISA Consultant and Relationship Management at Milliman
11-2005 - 3-2012
Regional Ret Ser Manager and Bus Dev at Regions Bank
1999 - 2001
ERISA at AMVESCAP
10-1995
Owner/President at Advanced Benefit Consultants, Inc.

Education

1979 - 1984
Accounting from University of Oklahoma

More Information

Social Presence :

Prographics :

Exp : 26 Location : Broken Arrow, Oklahoma, United States Job Level : Senior Designation : ERISA Consultant and Relationship Management at Milliman
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Insights For Selling To Sandy

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sandy is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Sandy

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Sandy move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Sandy take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Sandy

Personality Compatibility


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