Stephanie Lee

Observer
DISC Type : ci

Training Coordinator at AIA Hong Kong and Macau

Innsworth, England, United Kingdom

Overview

Stephanie has no verified overview

Personality Overview

Curious

Value Driven

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Stephanie has no verified topics they care about

Media Appearances

Stephanie has no verified media appearances

Work History

5-2022 - 5-2025
Training Coordinator at AIA Hong Kong and Macau
1-2004 - 8-2021
Insurance Services Manager - Team Leader at The Bank of East Asia (BEA)
1-2000 - 1-2004
Financial Services Consultant at CITIC Ka Wah Bank

Education

9-1996 - 8-1999
Bachelor's degree from University of Windsor
9-1992 - 8-1996
High School Diploma from W. D. Lowe Secondary School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Innsworth, England, United Kingdom Job Level : N/A Designation : Training Coordinator at AIA Hong Kong and Macau
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Insights For Selling To Stephanie

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Share testimonials from known people and give multiple examples of product value
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephanie is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Stephanie

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Stephanie move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Stephanie take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Stephanie

Personality Compatibility


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