Charlene Quaresma

Enigma
DISC Type : cid

Wealth Management Advisor at Northwestern Mutual

Portland, Oregon, United States

Overview

Charlene Quaresma is a Wealth Management Advisor at Northwestern Mutual, specializing in financial planning for millennials, digital creatives, and the LGBTQ+ community. Holding a Chartered Life Underwriter (CLU) designation, she also serves as a Field Director, mentoring new financial representatives.

As a first-generation American and artist, Charlene is deeply embedded in Portlands creative scene. She is a vocal LGBTQ+ ally and a self-described "Cat Mom, " valuing a non-judgmental and playful approach in both her personal and professional life.

She brands herself as the "Money Madam to Portland’s Creative Class, " using storytelling to make finance accessible.

Personality Overview

Challenger

Friendly Yet Blunt

Fast Follower

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Supporting Creatives
She has built her practice around providing financial planning for artists and digital creatives, understanding their unique income streams and financial goals.
LGBTQ+ Financial Planning
A core focus of her work is offering guidance and creating a welcoming, non-judgmental atmosphere for clients in the LGBTQ+ communities.
Financial Alchemy
This is her unique approach to financial planning, which she describes as being rooted in wisdom, communication, and storytelling to empower clients.

Media Appearances

Charlene has no verified media appearances

Work History

10-2020
Wealth Management Advisor at Northwestern Mutual
9-2018
Field Director at Northwestern Mutual
10-2014 - 10-2020
Financial Advisor at Northwestern Mutual
4-2011 - 3-2012
Independent Agent at Aflac

Education

1998 - 2002
BA from University of California, Santa Cruz
CLU from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 12 Location : Portland, Oregon, United States Job Level : Mid-senior Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Charlene

During A Call Or A Meeting

DO's

  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid long presentations and just 'high-level' value proposition, dive into the details

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlene is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Charlene

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Charlene move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Charlene take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Charlene

Personality Compatibility


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