Jose Narvaez

Critic
DISC Type : C

Financial Services Professional at NYLIFE Securities LLC

New York, New York, United States

Overview

Jose Narvaez is a Financial Services Professional with NYLIFE Securities LLC, specializing in tailored financial solutions for families and businesses. A graduate of Long Island University with an LUTCF certification, he focuses on retirement planning, estate conservation, and college funding. He helps clients make educated decisions to turn their financial dreams into reality.

Recently, he was recognized by Forbes as one of the Best-in-State Top Financial Security Professionals for New York in 2025.

Personality Overview

Objective Thinker

ROI Driven

Information Seeker

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Financial Security
He was recently named to the Forbes list of "Top Financial Security Professionals" for New York, an honor he has shared with his network.
Retirement Planning
Offers clients lifetime income strategies and assistance with retirement planning as a core part of his professional services.
Estate Conservation
Identifies this as a key area of his expertise, helping clients with custom-tailored solutions for their financial needs.

Media Appearances

Jose has no verified media appearances

Work History

11-1993
Financial Services Professional at NYLIFE Securities LLC
8-1989
Agent at New York Life Insurance Company

Education

1986 - 1989
Bachelor's degree from Long Island University

More Information

Social Presence :

Prographics :

Exp : 36 Location : New York, New York, United States Job Level : N/A Designation : Financial Services Professional at NYLIFE Securities LLC
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Insights For Selling To Jose

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jose is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jose

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jose move?

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

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

You And Jose

Personality Compatibility


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