Ramona Steinbrugge

Enthusiast
DISC Type : i

Customer Service Associate at Edelman Financial Engines

Gresham, Oregon, United States

Overview

Ramona is a seasoned investment professional with over 25 years of experience in administration, marketing, and retirement planning. She is skilled in client services and has held roles at Edelman Financial Engines, Cascade Investment Advisors, and Wells Fargo.

She is driven by the pursuit of enjoyable and challenging work, emphasizing the importance of maintaining a positive attitude. A core motivation for her is helping others successfully plan for their retirement goals.

She recently completed an intensive 18-month course focused specifically on compliance for Registered Investment Advisors (RIAs).

Personality Overview

Amiable & Agreeable

Story Driven

Optimistic

They agree with others often, so exercise caution when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Retirement Planning
With over two decades in the investment field, she explicitly states a professional goal of helping others with their retirement.
RIA Compliance
She dedicated 18 months to a specialized course on compliance for Registered Investment Advisors, indicating a deep interest in the subject.
Client Services
Her background consistently highlights a focus on customer satisfaction and managing client services within financial institutions.

Media Appearances

Ramona has no verified media appearances

Work History

5-2021
Customer Service Associate at Edelman Financial Engines
9-2004 - 2-2021
Administration at Cascade Investment Advisors
6-1980 - 12-1996
Trust Custody Officer-AVP at Wells Fargo Bank

Education

1980 - 1982
Education details unavailable from Portland Community College

More Information

Social Presence :

Prographics :

Exp : 37 Location : Gresham, Oregon, United States Job Level : N/A Designation : Customer Service Associate at Edelman Financial Engines
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Insights For Selling To Ramona

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ramona is

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

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Ramona move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Ramona take some risk or not?

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

You And Ramona

Personality Compatibility


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