Jaimie Walter

Researcher
DISC Type : Cs

Client Service and Marketing Coordinator at Nelson Financial Planning

Longwood, Florida, United States

Overview

Jaimie Walter is the Client Service and Marketing Coordinator at Nelson Financial Planning, where she leverages technology to enhance operations. She holds a Bachelor of Science from the University of Central Florida and professional certificates in Google Digital Marketing and Project Management. Jaimie also co-authored a book for her firm.

She is passionate about giving back to the community by organizing supply drives, fundraisers, and volunteer opportunities. Jaimie expresses her creative side by using Canva to design engaging images for marketing and client newsletters, a skill she is actively developing through her interest in social media marketing.

Unique fact: In a previous role as an educator, Jaimie was the designated "Coding Champion" for six consecutive years.

Personality Overview

Process Focused

Soft Communicator

Self-Disciplined

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

Community Outreach
Her role at Nelson Financial Planning is the Community Outreach Contact, and she enjoys organizing fundraisers and volunteer events in her personal time.
Digital Marketing
She handles social media and marketing for her firm and recently earned a Google Digital Marketing and E-Commerce Professional Certificate.
Workflow Automation
Focuses on improving efficiency by creating DocuSign templates, automating workflows, and fine-tuning the company's CRM system.

Media Appearances

Jaimie has no verified media appearances

Work History

1-2022
Client Service and Marketing Coordinator at Nelson Financial Planning
9-2011 - 12-2021
Educator at Seminole County Public Schools
6-2016 - 7-2020
Receptionist at Winter Springs Performing Arts

Education

8-2006 - 5-2011
Bachelor of Science - BS from University of Central Florida

More Information

Social Presence :

Prographics :

Exp : 12 Location : Longwood, Florida, United States Job Level : Junior Designation : Client Service and Marketing Coordinator at Nelson Financial Planning
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Insights For Selling To Jaimie

During A Call Or A Meeting

DO's

  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Use a presentation with information before getting into a live product walkthrough
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jaimie is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jaimie

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jaimie move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jaimie take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jaimie

Personality Compatibility


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