Vanessa Vaag

Planner
DISC Type : Sc

Principal & Consulting Actuary at Milliman

New York, New York, United States

Overview

Vanessa Vaag is a Principal and Consulting Actuary at Milliman specializing in corporate retirement plan consulting. Her expertise covers the design, valuation, and administration of defined benefit plans, as well as derisking strategies. She is a Fellow of the Society of Actuaries and a graduate of Muhlenberg College.

She demonstrates a strong commitment to client success by actively supporting their events, such as the American Institute of Chemical Engineers Annual Gala. Her interests in industry peers like Aon and MetLife suggest she keeps a close watch on the competitive landscape.

She has served on Milliman’s international merger and acquisition team, applying her actuarial expertise to complex global transactions.

Personality Overview

Overcautious

Slower Adopter

Analytical & Cautious

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Defined Benefit Plans
She frequently posts about key deadlines and developments for single-employer defined benefit plans, showcasing her deep subject matter expertise.
Pension Funding
Actively shares and comments on Milliman's Pension Funding Index, which tracks the funded status of the largest corporate defined benefit plans in the US.
Pension De-risking
Her background includes extensive experience with asset-liability forecasts and developing de-risking strategies for clients.

Media Appearances

Vanessa has no verified media appearances

Work History

7-1994
Principal & Consulting Actuary at Milliman

Education

1991 - 1994
BS from Muhlenberg College
High School from Pocono Mountain

More Information

Social Presence :

Prographics :

Exp : 31 Location : New York, New York, United States Job Level : Senior Designation : Principal & Consulting Actuary at Milliman
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Insights For Selling To Vanessa

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vanessa is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Vanessa

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Vanessa move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Vanessa take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Vanessa

Personality Compatibility


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