Jenny Elstein

Evaluator
DISC Type : DCS

Client Service Associate at Talisman Wealth Advisors

Raleigh, North Carolina, United States

Overview

Jenny has no verified overview

Personality Overview

Fast But Analytical

Hard To Convince

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Jenny has no verified topics they care about

Media Appearances

Jenny has no verified media appearances

Work History

7-2024
Client Service Associate at Talisman Wealth Advisors
5-2023 - 6-2024
Financial Advisor at Ameriprise Financial Services, LLC
8-2022 - 5-2023
Paraplanner at Ameriprise Financial Services, LLC
11-2021 - 8-2022
Senior Registered Sales Assistant at Raymond James
11-2020 - 11-2021
Director Of Client Services at WillowTrust Wealth Management

Education

Bachelor of Science from University of North Carolina at Greensboro

More Information

Social Presence :

Prographics :

Exp : 8 Location : Raleigh, North Carolina, United States Job Level : N/A Designation : Client Service Associate at Talisman Wealth Advisors
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Insights For Selling To Jenny

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jenny is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jenny

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jenny move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jenny take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jenny

Personality Compatibility


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