Jetta Dubay

Enthusiast
DISC Type : i

Director of Operations at Real Wealth Advisors, LLC

United States

Overview

As Director of Operations for Real Wealth Advisors, Jetta Dubay is dedicated to flawless execution and process improvement to deliver an exceptional client experience. She holds a Bachelor of Science from Colorado State University and previously worked as a policy acquisition manager in the financial industry.

A Colorado native, Jetta grew up with a love for the great outdoors and adventure. She now lives in Wisconsin and spends her time hiking the trails with her husband, Tim, and their rescue dog, Mabel, enjoying the flat plains of her new home state.

Her core professional goal is to provide clients with peace of mind through a smooth, organized, and supportive journey.

Personality Overview

Non-Confrontational

Optimistic

Consensus Focused

They are more about building relationships than just cutting deals.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Exceptional Client Experience
Her role centers on creating and managing processes to deliver a smooth, organized, and exceptional experience that gives clients peace of mind.
Process Improvement
She has a stated love for flawless execution and continued improvement, constantly refining operations to better serve clients.
Outdoor Adventure
Growing up in Colorado near Pikes Peak gave her a natural love for the great outdoors and a sense of adventure.

Media Appearances

Jetta has no verified media appearances

Work History

2-2025
Director of Operations at Real Wealth Advisors, LLC
2-2022 - 7-2025
Client Care Manager at Real Wealth Advisors, LLC
2022
Director of Client Services at Real Wealth Advisors, LLC
12-2020 - 12-2021
Policy Acquisition Manager at Abacus Life
8-2020 - 12-2020
Case Underwriter at Abacus Life

Education

8-2016 - 5-2020
Bachelor of Science from Colorado State University
Minor from Colorado State University

More Information

Social Presence :

Prographics :

Exp : 6 Location : United States Job Level : Mid-senior Designation : Director of Operations at Real Wealth Advisors, LLC
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Insights For Selling To Jetta

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Avoid overloading them with too much information
  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jetta is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Jetta

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Jetta move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Jetta take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Jetta

Personality Compatibility


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