Janie Garza

Doer
DISC Type : sd

Financial Services Professional at Transamerica

Brownsville, Texas, United States

Overview

Janie Garza is a financial professional at Transamerica driven by her mission of "No Family Left Behind. " An alumna of The University of Texas Rio Grande Valley, she specializes in talent scouting, leadership development, and mentorship, aiming to help families achieve a secure financial future.

As a mother, Janie is personally invested in teaching families about financial planning and protection. She is a strong advocate for the idea that building generational wealth is an attainable goal for everyone, regardless of their background or circumstances, and she is dedicated to helping people leave a legacy.

Her guiding principle is a personal mission she calls "No Family Left Behind. "

Personality Overview

Strategic Planner

Fast-paced

Long-term Focused

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Financial Literacy
Driven by her "No Family Left Behind" mission to teach families all aspects of personal finance and help them prepare for the future.
Leadership Development
Focuses on developing individuals who are teachable and coachable, emphasizing the importance of mindset shifts for personal and professional growth.
Generational Wealth
Passionate about helping all families understand how to build and leave a financial legacy, believing it is not a concept reserved exclusively for the wealthy.

Media Appearances

Janie has no verified media appearances

Work History

1-2023
Financial Services Professional at Transamerica
1-2020
General Ledger Bookkeeper at PBD TRANS
9-2012 - 10-2019
Office Manager at Security Finance

Education

Associate's degree from The University of Texas Rio Grande Valley

More Information

Social Presence :

Prographics :

Exp : 13 Location : Brownsville, Texas, United States Job Level : N/A Designation : Financial Services Professional at Transamerica
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Insights For Selling To Janie

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't go over them unless you are left with no other option
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Janie is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Janie

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Janie move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Janie take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Janie

Personality Compatibility


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