Kaela Eby

Energizer
DISC Type : I

Investment Processor at Randstad USA

Helotes, Texas, United States

Overview

Kaela Eby is an investment processor with a background in financial services and customer service management. Her experience spans investment account maintenance, financial analysis, and team supervision. She studied Entrepreneurial and Small Business Operations at St. Phillips College, giving her a unique business-oriented perspective in her financial roles.

Based on her affiliations, her personal interests appear to lean towards the sectors of higher education and healthcare systems.

Unique fact: Her past management experience includes conducting OSHA/Compliance surveys and investigations.

Personality Overview

Informal

Big Picture Person

Believer

They are always positive and upbeat, so take their promises with a pinch of salt.  They are friendly, approachable and love to make new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Investment Processing
Her role as an Investment Processor involves detailed account maintenance, problem-solving, and analyzing financial information to ensure accuracy.
Business Operations
Her educational background in Entrepreneurial and Small Business Operations provides her with a strong foundation in how businesses function efficiently.
Customer Service
Previously a Customer Service Manager, she has experience supervising teams, managing staff schedules, and handling customer-facing responsibilities.

Media Appearances

Kaela has no verified media appearances

Work History

10-2014 - 2-2015
Investment Processor at Randstad USA
2-2013 - 9-2014
Customer Service Manager at Walmart
8-2012 - 2-2013
Teller at Security Service Federal Credit Union
10-2007 - 4-2012
Customer Service Manager at Walmart

Education

2006 - 2007
Entrepreneurial and Small Business Operations from St. Phillip's College
2002 - 2006
High School Diploma from William H. Taft High School

More Information

Social Presence :

Prographics :

Exp : 6 Location : Helotes, Texas, United States Job Level : N/A Designation : Investment Processor at Randstad USA
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Insights For Selling To Kaela

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Invite them for a lunch or a drink/coffee
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kaela is

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

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

Insights For Deal Planning

    How fast (or slow) will Kaela move?

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

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

You And Kaela

Personality Compatibility


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