Jennifer Lawrence

Inquirer
DISC Type : dc

Associate at Wells Fargo Advisors

Pittsburgh, Pennsylvania, United States

Overview

Jennifer Butler is a Senior Client Associate at Wells Fargo Advisors with a background in finance from Robert Morris University. Her expertise lies in financial planning, customer relationship management, and operational excellence, which she applies to support her clients needs.

She is a passionate advocate for community causes in the Pittsburgh area. Jennifer actively supports and raises awareness for HEARTH, a nonprofit organization that provides essential housing and services to mothers and children experiencing homelessness or domestic violence.

Jennifer is personally involved in organizing and promoting premier charity events for HEARTH.

Personality Overview

Hard To Convince

Upfront

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Client Relationships
Her role as a Senior Client Associate and listed skills in CRM and interpersonal communication underscore her focus on building strong client relationships.
Financial Planning
Her education in finance and skills with financial planning software indicate a professional focus on helping clients manage their investments.
Community Support
She demonstrates a deep commitment to her local community through active fundraising and event promotion for the Pittsburgh-based nonprofit, HEARTH.

Media Appearances

Jennifer has no verified media appearances

Work History

8-2022
Associate at Wells Fargo Advisors
7-2005 - 5-2021
Registered Client Service Associate at Allegheny Financial Group

Education

2001 - 2005
Bachelor of Science of Business Administration in Finance from Robert Morris University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Pittsburgh, Pennsylvania, United States Job Level : N/A Designation : Associate at Wells Fargo Advisors
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Tell them that you are there to help them create visible impact within their organization
  • Refer to testimonials from others in similar positions

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Jennifer

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Jennifer take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Jennifer

Personality Compatibility


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