Sharie Helfand

Balancer
DISC Type : S

Director of Personal Lines Insurance at Wye River Insurance

United States

Overview

Sharie has no verified overview

Personality Overview

Empathetic

Risk-Averse

Slow To Decisions

They like following the process even if it takes time to reach any conclusion.  They are willing to make long-term decisions. They are courteous and respectful but practical.

Topics They Care About

Sharie has no verified topics they care about

Media Appearances

Sharie has no verified media appearances

Work History

5-2023
Director of Personal Lines Insurance at Wye River Insurance
9-2022 - 9-2023
Insurance Broker at Heller Kowitz Insurance Advisors
1-2019 - 9-2022
Director of Sales & Financial Services at Chesapeake Insurance Solutions
1-2015 - 1-2019
Sales Leader at State Farm ®

Education

Business from Rollins College

More Information

Social Presence :

Prographics :

Exp : 10 Location : United States Job Level : Mid-senior Designation : Director of Personal Lines Insurance at Wye River Insurance
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Insights For Selling To Sharie

During A Call Or A Meeting

DO's

  • Unless they are the decision maker, bring other stakeholders into the process early
  • Be very observant about how they perceive the risk in the decision
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Ensure that you don’t seem disinterested when speaking to them
  • Skip mentioning details that are confusing
  • Do not sound very transactional, make extra effort to be genuinely interested

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sharie is

  • For them, low risk, acceptance by others and strong collaterals are most important.
  • Will you ever get a clear answer from Sharie

  • They never refuse directly, they push out the decisions or just go quiet.

Insights For Deal Planning

    How fast (or slow) will Sharie move?

  • They can be some of the slowest decision makers.
  • Can Sharie take some risk or not?

  • They have no risk-appetite and prefer to take safe decisions.

You And Sharie

Personality Compatibility


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