Tracy Roberto

Inquirer
DISC Type : dc

National Account Manager at Protective Life

Cincinnati, Ohio, United States

Overview

As a National Account Manager at Protective, Tracy specializes in retirement and life insurance solutions. A University of Cincinnati graduate, she leverages her background as a Life Case Manager and certifications in retirement essentials and customer service to support her clients financial goals.


Holds a specialized Associate, Customer Service (ACS) designation for the life insurance industry.

Personality Overview

ROI Conscious

Judgemental

Demanding

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Retirement Solutions
Frequently posts about variable annuities and strategies designed to help clients navigate modern retirement realities and potential income gaps.
Life Insurance
Draws on experience as a Life Case Manager and her posts emphasize the importance of using insurance to protect loved ones.
Client Financial Goals
Focuses on providing financial guidance and sharing actionable tips to help clients achieve their financial objectives.

Media Appearances

Tracy has no verified media appearances

Work History

4-2024
National Account Manager at Protective Life
6-2019 - 4-2024
Senior Relationship Manager at Protective Life
6-2017 - 6-2019
Case Manager Supervisor at Protective Life
8-2012 - 6-2017
Life Case Manager III at Protective Life
6-2009 - 6-2012
Life Case Manager at Ash Brokerage

Education

Bachelor of Arts - BA from University of Cincinnati

More Information

Social Presence :

Prographics :

Exp : 20 Location : Cincinnati, Ohio, United States Job Level : Middle Designation : National Account Manager at Protective Life
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Insights For Selling To Tracy

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Highlight the competitive differentiation of your product
  • Refer to testimonials from others in similar positions

DONT's

  • Refrain from asking too many questions
  • Don’t try to be an alpha salesperson, give them equal space
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracy is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Tracy

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Tracy move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Tracy take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Tracy

Personality Compatibility


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