Theresa Fernandez, ARM

Observer
DISC Type : ci

Regional Occupational Health Services Director at The Permanente Medical Group

San Ramon, California, United States

Overview

Theresa has no verified overview

Personality Overview

Assertive

Example Seeker

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Theresa has no verified topics they care about

Media Appearances

Theresa has no verified media appearances

Work History

6-2014
Regional Occupational Health Services Director at The Permanente Medical Group
7-1993 - 5-2014
Chief Operations Officer at JT2 Integrated Resources
Director of Claims at Greenfield-Thompson Associates
Claims Manager at Self Insurers Servicese
Risk & Employee Health Manager at Alta Bates Hospital

Education

Associate in Risk Management from IEA Training
1980 - 1984
Business Management and Finance from Arizona State University

More Information

Social Presence :

Prographics :

Exp : 32 Location : San Ramon, California, United States Job Level : Mid-senior Designation : Regional Occupational Health Services Director at The Permanente Medical Group
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Insights For Selling To Theresa

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • 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 Theresa is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Theresa

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

Insights For Deal Planning

    How fast (or slow) will Theresa move?

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

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Theresa

Personality Compatibility


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