William Banks

Critic
DISC Type : C

Financial Advisor at Bankers Life

Wilmington, Delaware, United States

Overview

William has no verified overview

Personality Overview

Information Seeker

Critic

ROI Driven

It is very likely that they will negotiate pricing or other important terms.  They prefer to analyze logically and value objective facts over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

William has no verified topics they care about

Media Appearances

William has no verified media appearances

Work History

2-2024
Financial Advisor at Bankers Life
7-2023 - 12-2023
Insurance Agent at State Farm
5-2020 - 1-2024
Service Technician at Bachman's Roofing, Building & Remodeling, Inc.
10-2019 - 5-2020
Construction Laborer at Reitz Construction
7-2019 - 10-2019
Management Trainee at 84 Lumber

Education

2004 - 2009
Bachelor's degree from The Pennsylvania State University
1999 - 2003
High School Diploma from William Tennent High School

More Information

Social Presence :

Prographics :

Exp : N/A Location : Wilmington, Delaware, United States Job Level : N/A Designation : Financial Advisor at Bankers Life
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from William

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will William move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can William take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And William

Personality Compatibility


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