Plinio Arcila-Acosta

Critic
DISC Type : C

Agent at New York Life Insurance Company

Palm Beach Gardens, Florida, United States

Overview

Plinio Arcila-Acosta is a licensed Agent with New York Life Insurance Company, specializing in life insurance, retirement, and lifetime income strategies. A recipient of the LifeStars award and a member of the Executive Council, colleagues describe him as intelligent, poised, and professional, combining kindness with a confident presence to help clients achieve their goals.

He is deeply interested in the human element of finance, believing that understanding the stories, people, and cultures behind every economy is essential. This global perspective was enhanced by a scholarship-based study abroad program where he spent time in Belgium and Prague, blending his financial acumen with cultural exploration.

Plinio combines his finance background with a passion for travel and understanding the unique stories behind global markets.

Personality Overview

Precise

Objective Thinker

Critic

It is very likely that they will negotiate pricing or other important terms.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

Holistic Financial Planning
Helps clients with college funding, retirement, and lifetime income strategies to secure their family's financial future.
Professional Achievement
Proudly shares his qualification for New York Life's Executive Council and recognition as a LifeStars award recipient.
Global Cultures
Studied abroad in Belgium and Prague and is passionate about the stories and people behind different economies.

Media Appearances

Plinio has no verified media appearances

Work History

5-2024
Agent at New York Life Insurance Company

Education

2016 - 2020
High School Diploma from JENSEN BEACH HIGH SCHOOL
Associate of Arts - AA from Indian River State College

More Information

Social Presence :

Prographics :

Exp : 1 Location : Palm Beach Gardens, Florida, United States Job Level : N/A Designation : Agent at New York Life Insurance Company
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Insights For Selling To Plinio

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Plinio is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Plinio

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Plinio move?

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

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

You And Plinio

Personality Compatibility


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