Vincent Trimarco, CLU®, ChFC®

Critic
DISC Type : C

Managing Director | Wealth Manager | Insurance | Corporate Benefits at Lenox Advisors

New York, New York, United States

Overview

Vincent has no verified overview

Personality Overview

ROI Driven

Objective Thinker

Negotiator

They prefer to do logical analysis and value evidence over emotions.  They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Vincent has no verified topics they care about

Media Appearances

Vincent has no verified media appearances

Work History

8-2012
Managing Director | Wealth Manager | Insurance | Corporate Benefits at Lenox Advisors
1-2011 - 8-2012
Client Services at Glass Lewis & Co.

Education

2022 - 2024
Education details unavailable from The American College of Financial Services
2005 - 2009
Bachelor of Science (BS) from St. John's University, The Peter J. Tobin College of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : New York, New York, United States Job Level : Mid-senior Designation : Managing Director | Wealth Manager | Insurance | Corporate Benefits at Lenox Advisors
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Insights For Selling To Vincent

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vincent is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Vincent

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Vincent move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Vincent take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Vincent

Personality Compatibility


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