Diana Vigil-Escalera

Examiner
DISC Type : cs

Estrategias Financieras para el Crecimiento de tu Patrimonio at Seguros Monterrey New York Life

San Andrés Cholula, Puebla, México, Mexico

Overview

Diana Vigil-Escalera is a Financial Advisor and Partner at Seguros Monterrey New York Life. She specializes in creating personalized financial strategies for individuals and entrepreneurs, focusing on wealth growth, savings, and retirement. She holds a degree from the Universidad Iberoamericana Puebla.

Her mission is to accompany clients in building a more secure and peaceful financial future, not just to offer a product.

Personality Overview

Unexpressive

Late Adopter

Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Retirement Planning
She actively helps people, particularly those aged 32-45, build customized savings and retirement plans to ensure a stable and dignified future.
Entrepreneurial Finance
She focuses on the unique financial challenges entrepreneurs face, helping them protect their income and organize their finances for long-term stability.
Personalized Insurance
Believes that insurance is not a one-size-fits-all solution and focuses on creating integral protection plans tailored to each individual's specific life goals.

Media Appearances

Diana has no verified media appearances

Work History

12-2021
Estrategias Financieras para el Crecimiento de tu Patrimonio at Seguros Monterrey New York Life
7-2021
Estrategias Financieras para el Crecimiento de tu Patrimonio | Socia en Seguros Monterrey at Seguros Monterrey New York Life

Education

Licenciatura from IBERO Puebla
2013 - 2017
Education details unavailable from Universidad Iberoamericana, Ciudad de México

More Information

Social Presence :

Prographics :

Exp : 4 Location : San Andrés Cholula, Puebla, México, Mexico Job Level : N/A Designation : Estrategias Financieras para el Crecimiento de tu Patrimonio at Seguros Monterrey New York Life
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Insights For Selling To Diana

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Diana is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Diana

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Diana move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Diana take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Diana

Personality Compatibility


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