Theresa Duenke

Inquirer
DISC Type : cd

Client Service and Operations Associate at Marathon Financial Group, LLC

Glencoe, Missouri, United States

Overview

With over 20 years in financial services, Theresa is a client service and operations specialist at Marathon Financial Group. She focuses on ensuring processes run smoothly, solving problems, and creating efficiencies, holding a Chancellors Certificate in SharePoint.

Theresa is passionate about fostering a collaborative and positive work environment where colleagues feel encouraged and supported. She has also participated in charity fitness events, combining a spirit of teamwork with community involvement.

Unique fact: She holds a Chancellors Certificate in SharePoint, highlighting her specialized technical skills.

Personality Overview

Hard To Convince

Judgemental

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Client Services
Her entire career, spanning over two decades, has been dedicated to client service and ensuring clients feel fully supported.
Operational Efficiency
She thrives on solving problems and creating efficiencies to ensure financial and administrative processes run smoothly for her team and clients.
Positive Work Culture
Publicly expresses her appreciation for being surrounded by encouraging and positive people, indicating a strong value for a supportive work environment.

Media Appearances

Theresa has no verified media appearances

Work History

12-2024
Client Service and Operations Associate at Marathon Financial Group, LLC
1-2022 - 12-2024
Operations Associate & Transition Specialist at RFG Advisory
3-2020 - 1-2022
Client Service Coordinator at RFG Advisory
3-2017 - 3-2020
Executive Assistant at Rx Sourcing Strategies, LLC
7-2005 - 3-2017
Administrative Assistant at Principal Financial Group

Education

Associate’s Degree from St. Louis Community College
High School from Marquette High School

More Information

Social Presence :

Prographics :

Exp : 20 Location : Glencoe, Missouri, United States Job Level : N/A Designation : Client Service and Operations Associate at Marathon Financial Group, LLC
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Insights For Selling To Theresa

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Highlight the competitive differentiation of your product

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Theresa is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Theresa

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Theresa move?

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

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Theresa

Personality Compatibility


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