Sara Voss

Inquirer
DISC Type : dc

Client Service Associate at Morgan Stanley

Springfield, Missouri, United States

Overview

Sara is a Registered Client Service Associate at Morgan Stanley with over five years of experience in banking and wealth management. She holds Series 7 and 66 licenses and earned a Bachelors Degree in Finance. Her work is guided by the principle: "See it - Own it - Solve it - Do it. "

Outside of her professional life, Sara enjoys baking, traveling, and spending quality time with her friends and family, especially her husband and twin children. She is also an avid supporter of the Kansas City Chiefs.

She is a strong advocate for fraud prevention and believes in the importance of educating customers to protect their assets.

Personality Overview

Demanding

ROI Conscious

Upfront

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They respond well to confident salespeople. They care equally about the product and its potential impact.

Topics They Care About

Client Relationships
Her professional bio states she is committed to serving clients by developing strong relationships and working to exceed their expectations.
Wealth Management
She has over five years of experience in wealth management and holds Series 7 and 66 licenses, indicating deep expertise in this area.
Fraud Prevention
She has publicly posted about the importance of fraud prevention, highlighting the need to educate customers for their own protection.

Media Appearances

Sara has no verified media appearances

Work History

10-2023
Client Service Associate at Morgan Stanley
9-2022 - 10-2023
Licensed Brokerage Sales Assistant at Commerce Financial Advisors
6-2021 - 10-2023
Brokerage Sales Assistant at Commerce Bank
10-2019 - 6-2021
Personal Banker II at Commerce Bank
9-2019 - 6-2021
Personal Banker II Utility at Commerce Bank

Education

2019 - 2021
Bachelor of Arts - BA from Ashford University Forbes School of Business
2019 - 2019
Associate's degree from Bolivar Technical College

More Information

Social Presence :

Prographics :

Exp : 15 Location : Springfield, Missouri, United States Job Level : N/A Designation : Client Service Associate at Morgan Stanley
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Insights For Selling To Sara

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Be crisp while making the pitch
  • Stress on the business value that your product offers

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sara is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Sara

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Sara move?

  • Their decision making speed is somewhere in the middle.
  • Can Sara take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Sara

Personality Compatibility


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