Sarah Watts

Energizer
DISC Type : I

Head of Advice Delivery at Timothy James & Partners Ltd

Shoeburyness, England, United Kingdom

Overview

Sarah has no verified overview

Personality Overview

Believer

Big Picture Person

Relationship Oriented

They are always positive and upbeat, so take their promises with a pinch of salt.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Sarah has no verified topics they care about

Media Appearances

Sarah has no verified media appearances

Work History

5-2024
Head of Advice Delivery at Timothy James & Partners Ltd
8-2022 - 5-2024
Head of Business Processing at Apollo Private Wealth
5-2021 - 8-2022
Deputy Head of Operations at Capital Asset Management
4-2018 - 5-2021
Senior Paraplanner at Capital Asset Management
8-2016 - 4-2018
Paraplanner at JOSEPH LAMB IFA

Education

9-2000 - 7-2003
Bachelor's degree from City St George’s, University of London

More Information

Social Presence :

Prographics :

Exp : 22 Location : Shoeburyness, England, United Kingdom Job Level : Mid-senior Designation : Head of Advice Delivery at Timothy James & Partners Ltd
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

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

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

Insights For Deal Planning

    How fast (or slow) will Sarah move?

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

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

You And Sarah

Personality Compatibility


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