Sarah Boring

Examiner
DISC Type : cs

Financial Advisor at HUB International

Greater Philadelphia, United States

Overview

Sarah has no verified overview

Personality Overview

Overcautious

Tough To Convince

Unexpressive

The only way to convince them is by showing them examples and ample proof.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Sarah has no verified topics they care about

Media Appearances

Sarah has no verified media appearances

Work History

8-2023
Financial Advisor at HUB International
9-2019 - 8-2023
Client Service Associate at WhartonHill Advisors, a division of HUB International Northeast Limited
1-2017 - 9-2019
Administrative Assistant at WhartonHill Advisors
3-2016 - 1-2017
Receptionist at WhartonHill Advisors
8-2014 - 4-2017
Lead Bartender at BRAVO BRIO Restaurant Group

Education

Sarah has no verified education history

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Philadelphia, United States Job Level : N/A Designation : Financial Advisor at HUB International
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Sarah

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Sarah move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Sarah take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Sarah

Personality Compatibility


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