Ellie Cramer

Energizer
DISC Type : I

Advisor Solutions and Compensation Specialist at SFA Partners

Marietta, Georgia, United States

Overview

An outcome-focused specialist at The Strategic Financial Alliance, Ellie Cramer leverages her expertise in client relations and compensation to support financial advisors. She is an alumnus of The University of Georgia and has a proven background in sales, marketing event planning, and driving organizational success through detailed financial management.

Ellie has a keen interest in event management and cultivating meaningful relationships, skills she has applied throughout her career. Her interests suggest a passion for the travel industry and an appreciation for luxury brands and media, reflecting a dynamic and modern perspective outside of her financial specialty.

In a previous sales role, she single-handedly generated over $500, 000 in sales for premier brands.

Personality Overview

Believer

Informal

Full Of Energy

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are friendly, approachable and love to make new connections.

Topics They Care About

Advisor Compensation
Her core responsibility involves managing commission payouts and providing financial compensation support to financial advisors, making this a central professional focus.
Client Relations
A frequently highlighted skill, she focuses on cultivating meaningful relationships with both clients and financial advisors to ensure success and satisfaction.
Sales & Revenue
Her background includes generating substantial revenue in past sales roles, indicating a strong understanding of sales cycles and business growth.

Media Appearances

Ellie has no verified media appearances

Work History

7-2025
Advisor Solutions and Compensation Specialist at SFA Partners
1-2024 - 11-2025
Advisor Compensation Associate at SFA Partners
11-2022 - 1-2024
Campus Director for The Smith Agency at The Smith Agency
5-2022 - 5-2023
Director of Communications at The Smith Agency
10-2021 - 1-2024
Sales Associate at The Smith Agency

Education

Bachelor of Applied Science - BASc from The University of Georgia
Minor from The University of Georgia

More Information

Social Presence :

Prographics :

Exp : 4 Location : Marietta, Georgia, United States Job Level : Junior Designation : Advisor Solutions and Compensation Specialist at SFA Partners
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Insights For Selling To Ellie

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Share some stories about how you you have helped people in similar positions succeed
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ellie is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Ellie

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Ellie move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Ellie take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Ellie

Personality Compatibility


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