Joseph J. Saya

Questioner
DISC Type : c

Owner/Managing Partner at The Sedgwick Group

Syracuse, New York, United States

Overview

Joseph is the Owner and Managing Partner of The Sedgwick Group, a financial firm he founded in 2010. He also owns a real estate brokerage, leveraging a career that began in 1988. He holds Series 7 and 66 licenses and earned a Business Administration degree from Nazareth University.

Outside of work, Joseph is a family man who enjoys traveling with his wife, Geralyn, and their two children. He is a passionate fan of Syracuse University sports and has a personal background in collegiate athletics, having played varsity lacrosse in college.

Unique fact: Joseph played varsity lacrosse at two different schools, Rochester Institute of Technology (R. I. T. ) and Nazareth University.

Personality Overview

Systematic

Value Seeker

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Retirement Planning
His professional expertise focuses on retirement, 401k rollovers, and managed money. His social media posts frequently address achieving a secure and confident retirement.
Wealth Transfer
He advises clients on preparing the next generation to inherit and manage a family's financial legacy, as seen in his public posts.
Syracuse Sports
His public biography identifies him as a "fervent fan of S. U. sports, " indicating a strong personal interest in Syracuse University athletics.

Media Appearances

Joseph has no verified media appearances

Work History

11-2010
Owner/Managing Partner at The Sedgwick Group
8-1993
Owner/Broker at Joseph J. Saya Real Estate
2-2000 - 10-2010
Financial Advisor at Morgan Stanley
7-1986 - 7-1993
Licensed Real Estate Salesperson at Leon R. Saya Real Estate

Education

Education details unavailable from Nazareth University
1986 - 1988
Bachelor's of Science Degree from Nazareth University

More Information

Social Presence :

Prographics :

Exp : 39 Location : Syracuse, New York, United States Job Level : N/A Designation : Owner/Managing Partner at The Sedgwick Group
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Insights For Selling To Joseph J.

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph J. is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Joseph J.

  • 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 Joseph J. move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Joseph J. take some risk or not?

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


You And Joseph J.

Personality Compatibility


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