Whitney Helm

Pioneer
DISC Type : isd

VP, Group Product and Network Solutions at Lincoln Financial Group

Bozrah, Connecticut, United States

Overview

Whitney has no verified overview

Personality Overview

Decisive But Friendly

Friendly But Fast

Driven But Considerate

If they are convinced, they can become very strong champions for your product  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Whitney has no verified topics they care about

Media Appearances

Whitney has no verified media appearances

Work History

10-2023
VP, Group Product and Network Solutions at Lincoln Financial Group
5-2021 - 11-2023
Head of Product Strategy, Partnerships & Innovation - Dental & Vision at Humana
10-2019 - 5-2021
Dental Strategy & Business Development at Cigna
9-2014 - 10-2019
Strategy, Marketing & Analytics at Cigna
3-2014 - 9-2014
Strategic Marketing & Analytics Consultant at The Hartford

Education

Bachelor of Science (BS) from Central Connecticut State University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Bozrah, Connecticut, United States Job Level : Senior Designation : VP, Group Product and Network Solutions at Lincoln Financial Group
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Insights For Selling To Whitney

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Ask them for a lunch or coffee once some rapport has been established
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Whitney is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Whitney

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Whitney move?

  • They are generally fast movers and can take quick decisions
  • Can Whitney take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Whitney

Personality Compatibility


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