Sarah Schoeplein in

Sarah Schoeplein

Critic · DISC type C
Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
2 Years
Current Role
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Job Level
Junior
Location
United States
Personality Overview

How Sarah shows up

Negotiator
Critic
ROI Driven

They choose to analyze logically and value facts to emotions. They are quite likely to negotiate on pricing or other key terms. They like to do things independently and don’t look for support from others.

Priorities

Topics Sarah cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2024
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Principal Financial Group
7-2023 - 1-2024
Diversity and Inclusion Fellowship Associate
Principal Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Business Administration
McCoy College of Business at Texas State University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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