Daisy Calderon

Critic
DISC Type : C

Underwriting Coordinator at IRUS

Chicago, Illinois, United States

Overview

Daisy is an insurance and financial services professional with over four years of experience, specializing in underwriting and client relationship management. A graduate of Temple Universitys Bachelor of Business Administration program, she holds Series 7 and various insurance licenses, focusing on creating streamlined, goal-oriented strategies for clients.

Outside of her direct professional role, Daisy maintains a strong connection to her alma mater, Temple University, where she was an Allocation Committee Board Member. She is passionate about building personalized connections and helping clients navigate complex financial processes to achieve their long-term goals.

Unique fact: Daisy has direct experience in financial governance from her time as a board member for Temple Universitys Allocation Committee.

Personality Overview

Information Seeker

Objective Thinker

Negotiator

Unless the value is proven by data, they are unlikely to value fancy features.  They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others.

Topics They Care About

Retirement Planning
Actively shares advice on retirement contributions, compounding, and financial strategies, encouraging clients to understand their long-term options.
Client Financial Strategy
Emphasizes building personal relationships to develop and manage financial strategies that align with a client's specific, evolving goals.
Insurance Underwriting
Works as an Underwriting Coordinator and holds licenses in Accident, Health, Life, Variable Life & Variable Annuities, making it a core competency.

Media Appearances

Daisy has no verified media appearances

Work History

2-2020 - 12-2024
Underwriting Coordinator at IRUS
12-2018 - 6-2019
Financial Professional at AXA Advisors, LLC
8-2015 - 11-2015
Allocation Commitee Board Member at Temple University
3-2013 - 8-2013
Intern at City of Chicago

Education

2014 - 2018
Bachelor of Business Administration (B.B.A.) from Temple University
2010 - 2014
High School Diploma from Whitney M. Young High School

More Information

Social Presence :

Prographics :

Exp : 5 Location : Chicago, Illinois, United States Job Level : N/A Designation : Underwriting Coordinator at IRUS
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Insights For Selling To Daisy

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daisy is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Daisy

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Daisy move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Daisy take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Daisy

Personality Compatibility


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