Diego Torres

Inquirer
DISC Type : cd

Paraplanner at Ameriprise Financial Services, LLC

Las Vegas, Nevada, United States

Overview

Diego has no verified overview

Personality Overview

Hard To Convince

Upfront

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Diego has no verified topics they care about

Media Appearances

Diego has no verified media appearances

Work History

3-2025
Paraplanner at Ameriprise Financial Services, LLC
8-2024 - 3-2025
High Net Worth Service Associate at Fidelity Investments
5-2024 - 8-2024
Financial Planning Assistant at Ameriprise Financial Services, LLC
7-2022 - 5-2024
Financial Planning Internship at Ameriprise Financial Services, LLC

Education

8-2020 - 5-2024
Bachelors of Science from University of Nevada-Las Vegas

More Information

Social Presence :

Prographics :

Exp : 3 Location : Las Vegas, Nevada, United States Job Level : N/A Designation : Paraplanner at Ameriprise Financial Services, LLC
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Insights For Selling To Diego

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Stress on the business value that your product offers
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Diego is

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

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

Insights For Deal Planning

    How fast (or slow) will Diego move?

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

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

You And Diego

Personality Compatibility


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