Susie So

Balancer
DISC Type : S

Director, Retail Marketing at New York Life Investments

New York, New York, United States

Overview

Susie has no verified overview

Personality Overview

Diplomatic

Empathetic

Good Listener

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

Topics They Care About

Susie has no verified topics they care about

Media Appearances

Susie has no verified media appearances

Work History

4-2018
Director, Retail Marketing at New York Life Investments
1-2011 - 4-2018
Director, Channel Marketing Strategies at New York Life MainStay Investments
4-1999 - 12-2010
AVP, Annuity Marketing at New York Life Insurance
6-1997 - 4-1999
Sr. Contract Associate, Product Development at New York Life Insurance Company
7-1994 - 6-1997
Service Associate for Individual Annuities at AXA Equitable

Education

Economics & East Asian Studies from Binghamton University

More Information

Social Presence :

Prographics :

Exp : 31 Location : New York, New York, United States Job Level : Mid-senior Designation : Director, Retail Marketing at New York Life Investments
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Insights For Selling To Susie

During A Call Or A Meeting

DO's

  • Be personal and polite and slightly formal
  • Share information about the process and how it would address all concerns
  • Be very observant about how they perceive the risk in the decision

DONT's

  • Don’t try to be overly social in the early interactions
  • Don’t brush off their concerns, their comfort with you will go down
  • Skip mentioning details that are confusing

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Susie is

  • Low-risk, adoption by others and strong collaterals matter the most to them.
  • Will you ever get a clear answer from Susie

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

Insights For Deal Planning

    How fast (or slow) will Susie move?

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

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

You And Susie

Personality Compatibility


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