Iker Sebastian Garcia Chong

Questioner
DISC Type : c

Asesor financiero independiente at Allianz

Benito Juárez, Mexico City, Mexico

Overview

Iker Sebastian Garcia Chong is a CNSF-certified financial and insurance advisor, currently studying Finance and Banking at the Escuela Bancaria y Comercial. He specializes in investments, wealth protection insurance, and long-term planning, focusing on providing personalized advisory services to young professionals, entrepreneurs, and families through a combination of financial intelligence and digital tools.

He is passionate about democratizing access to finance through education. This passion drives him to create accessible financial content, including videos and courses, through which he has successfully reached and impacted over 2, 000 individuals on social media, helping them make more informed financial decisions.

Unique fact: He has provided over 100 personalized financial advisory sessions to clients.

Personality Overview

Not Easily Convinced

Cautious & Analytical

Value Seeker

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Financial Literacy
Passionate about democratizing finance, he creates educational content like videos and courses to empower people with financial knowledge.
Investment Strategies
Specializes in helping clients, particularly young professionals and entrepreneurs, design and build their personal investment portfolios from the ground up.
Long-term Planning
Focuses on designing strategic financial plans for families and individuals to help them grow their patrimony and secure their future.

Media Appearances

Iker has no verified media appearances

Work History

1-2025
Asesor financiero independiente at Allianz
7-2024 - 8-2024
Professional development at Career Break
6-2024
Asesor de seguros at Seguros Monterrey New York Life

Education

8-2024 - 8-2028
Finanzas y banca from Escuela Bancaria y Comercial
8-2024 - 8-2027
Ciclo Formativo de Grado Superior from Escuela Bancaria y Comercial

More Information

Social Presence :

Prographics :

Exp : 1 Location : Benito Juárez, Mexico City, Mexico Job Level : N/A Designation : Asesor financiero independiente at Allianz
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Insights For Selling To Iker Sebastian

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Iker Sebastian is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Iker Sebastian

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Iker Sebastian move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Iker Sebastian take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Iker Sebastian

Personality Compatibility


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